You've been through a massive change and now it's all on you.
This can be frightening, worrying, exciting and thrilling - plus a hundred other emotions - all at once.
As experienced, professional financial advisers, we're here to help you voice, design and build your new future.
We then show you how to navigate the intricate complexities of money and your future - and everything in between.
And, sure, we're experienced in superannuation, investments, insurance, cashflow management and all of the other 'mechanics' of financial advice.
But what we really love is taking the time to find out how our clients are feeling about where they are now, and where they want to be in the future.
We're your partner through the biggest transition in your life and we'll show you the way to go and be there as you walk the path too.
Jordan Vaka and Tangram Financial trading as PlanningSolo (ABN 97 137 190 759), are Authorised Representatives of PlanningSolo Licensing Pty Ltd AFS Licence No 526143
Company Details
- Employees
- 3
- Founded
- -
- Address
- Melbourne, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.planningsolo.com.au
- Keywords
- Financial Advice, Divorce, Money Management, Investments, Legacy, Superannuation, Life Insurance, Income Protection, Financial Strategy, Budgeting, Cashflow Management, Divorce Planning.
- HQ
- Melbourne
- Competitors
- Priority1 Wealth Management Group - Independent Financial Advice, John Hicks Independent Financial Advice, Saikal-Skea Independent Financial Advice, Financial Professionals, Aspiri Financial Services, Marlborough Place Independent Financial Advice, Agile Independent Financial Advice Ltd, Edward Paul Independent Financial Advice Centre, Financial Advice for Women, Brace Financial Wellbeing, Senior Partner Practice of St. James's Place Wealth Management.
Planningsolo Questions
Planningsolo's website is http://www.planningsolo.com.au
Planningsolo's LinkedIn profile is https://au.linkedin.com/company/planningsolo
Planningsolo has
3 employees.
View email and phone details for 3
employees at Planningsolo.
Planningsolo's industry is
Financial Services
Planningsolo's top competitors are
Priority1 Wealth Management Group - Independent Financial Advice,
John Hicks Independent Financial Advice,
Saikal-Skea Independent Financial Advice,
Financial Professionals,
Aspiri Financial Services,
Marlborough Place Independent Financial Advice,
Agile Independent Financial Advice Ltd,
Edward Paul Independent Financial Advice Centre,
Financial Advice For Women,
Brace Financial Wellbeing, Senior Partner Practice Of St. James's Place Wealth Management.
Planningsolo's categories are Financial Services
Planningsolo's founding year is 2019
