Tanz K. Email & Phone Number

Check out the work I do! I am committed to helping business owners and medical professionals create a stable, stress-free financial life. My ultimate goal is to positively impact people's lives by assisting them in achieving their financial goals, securing their future, and overcoming economic challenges.Research demonstrates the significant financial hurdles medical professionals and business owners face when they proactively fail to protect their families and build retirement wealth.These challenges include ongoing budgeting and cash flow issues, insufficient retirement savings due to lack of understanding, and neglecting estate and financial planning, leaving their wealth and families vulnerable.I've tackled these challenges head-on by providing essential education and personalised financial solutions based on research to help clients mitigate risks and ensure their families' desired wealth and protection outcomes.Gen X & Y clients have raved about my tailored strategic advice solutions, finding them cost-effective and impactful in achieving their current and future financial planning goals for wealth accumulation.I specialise in providing financial advice on retirement planning to help people achieve financial freedom and ensure their wealth generates sufficient income to maintain their lifestyle.Here's a quick overview of what I do:- Assisting Gen X and Y in building wealth and retirement funds through appropriate investment strategies.- Helping individuals grow their retirement or pension funds to meet their goals.- Implementing strategies to create wealth and minimise taxes legally.- Providing tax-effective insurance strategies for debt reduction and protection.- Fulfilling people's financial dreams.- Investing in strategies that help individuals accumulate financial wealth through their super/SMSF or family trusts.I would be thrilled to connect with you here on LinkedIn and explore how I can help you achieve your financial dreams.Specialties include #Financial planning, #Tax planning, #Estate Planning, #Life insurance, #Income protection, #Superannuation planning, #retirement planning, #investment strategies, #Budgeting, #Cash flow #debt management strategies.

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  Financial Adviser

  Concurrence Financial Planning

  Jul 2015 - Present - Sydney Area, Australia