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Embrace everything

Life is full of adventures; some predictable, some not. Be prepared with expert financial planning.

> Planning your children's future
We can help you help your children and plan for their future.

> Protecting you and your family
We can give you advice on protecting their futures.

> Planning for your retirement
We'll help you achieve the retirement you deserve.

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Take control

We can review your financial situation and identify opportunities to grow and protect your capital.

> Protecting your assets and income
You've worked hard to get what you've got - keep it protected.

> Estate planning
We can help you pass on your assets tax efficiently in the future.

> Investment planning
We have the expertise and knowledge to build the right investment strategy for you.

> Financial planning for businesses
We have the expertise and knowledge to help build & protect your business by ensuring you have appropriate investment and risk management strategies in place.

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Competent Professionals Pty Ltd is a Corporate Authorised Representative of Chaucer Group Pty Ltd, Australian Financial Services Licence Number 480318.
Competent Professionals provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice, Property Investment Advice including positive geared properties, NRAS, National Rental Affordability scheme

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