Wealth Creation

The single goal of our advice at Brennan Sloan is to guide you through the financial confusion by providing you with a plan giving you control over your financial future.

We are therefore qualified and licenced* to offer you tax-effective financial and investment advice with on-going support.

Services include:

  • Investment Strategy
  • Investment Reviews
  • Personal Insurance
  • Investment-related lending
  • Superannuation
  • Estate Planning
  • Retirement Planning
  • Social Security Strategies

We assess your current financial position, listen to your goals in life then guide you step-by-step to enable you to create, build and preserve your wealth without undue risk.

Our mission is:

"To provide our clients with a total financial solution accompanied by high ethical and service standards".

To discuss your particular circumstances at an obligation-free initial consultation, contact us

Our Services

We aim to establish a close working relationship with our clients.


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