Holmes Wealth Protection offer personalised service and advice in all areas of financial planning and specialises in the following areas:-
Personal & Business Insurance - providing advice in the areas of income protection, life insurance, total and permanent disability insurance and trauma insurance for both individuals and business owners.
Succession Planning - assisting privately-owned companies or partnerships with comprehensive strategies including buy-out options and the drafting of appropriate documentation.
Estate Planning - helping families with strategies to ensure that their hard-earned assets always remain 'within the family'.
Superannuation & Retirement Planning - Superannuation Consolidation and Management along with, Pre and Post retirement strategies.
If not handled properly, getting your Financial Planning, Insurance and Estate Planning needs in place can be a stressful and costly experience. Our focus at Holmes Wealth Protection is to make this process as smooth, simple and above all, enjoyable for all our clients.
We believe that clients choose to use a Financial Adviser because they want a relationship with someone that they can trust, who will look after them and provide them with excellent service.
We are committed to providing nothing but an exceptional experience for our clients.
Contact Us at Holmes Wealth Protection for more information or to organise a meeting.
Our business is based on referrals and I thank you for referring us!
Holmes Wealth Protection Pty Ltd ABN 59 712 426 129, trading as Holmes Wealth Protection & Ryan Holmes are Authorised Representatives of AMP Financial Planning Pty Limited. For details on our services, please contact us directly.
Read more
256 Simpsons Rd, Bardon, QLD, 4065
Open todayBe the first to review this business - Write a reviewsponsored listing
