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. A detailed list of our services can be found here: Financial Services Guide (FSG)

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