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Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Our qualified and experienced strategic partners are able to discuss with you your financial options, providing a three stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds to name a few.

Don't take unnecessary risks with your future. Allow the professionals at PLA Management to guide you towards achieving your financial goals.

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CONTACT US



Phone:

Fax:

Address:






           
(02) 9363 2377

(02) 9362 3146

Suite 610 Eastpoint Tower

180 Ocean St, Edgecliff NSW 2027

Find us on the map

PO Box 85 Edgecliff NSW 2027
Email:   info@plamanagement.com.au
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