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REVIEWING YOUR INVESTMENT STRATEGY

When it comes to saving for the retirement you've always dreamed of, it's easy to see what you could or should have done through the rear-view mirror. Less worrying about what might have been and more thinking about what could be.

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Developing a sound investment strategy can help you:

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  • Understand how much money you'll need to enjoy a comfortable retirement

  • Make the right decisions about your investments

  • Make the most of your existing investment savings or income, and

  • Get the confidence that you'll have a secure and steady income in retirement.

 

A clearer view

An investment strategy review can keep you on track to achieve your dream retirement. We can help you to get the appropriate investment strategy tailored to your needs.

MK FINANCIAL PLANNING SERVICES

Level 1, 3 Griffith St

Coolangatta QLD 4225

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PO Box 750
Coolangatta  QLD  4225 

T - 07 5536 3936

F - 07 5536 8052

© James & Young Wealth Management Pty Ltd ABN 81 637 120 140 / ACN 637 120 140, trading as MK Financial Planning Services

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Our Financial Advisers are authorised representatives of Coastal Financial Services Pty Ltd ABN 37 645 748 607, Australian Financial Services Licence Number 528512

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General advice warning. The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

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