We are a financial planning and mortgage broking business that specialises in helping self employed people build and protect their wealth in a tax effective manner.
We are experts in identifying critical issues and finding solutions that are particularly relevant for business owners.
We help our clients get in control of their personal finances, build and protect their wealth tax effectively, fund a great retirement and leave a legacy for their family.
Our systems, processes and advice empowers and guides business owners to become financially successful and secure, so they can focus on their business and spend more time doing the things they love.
Areas of Expertise:
Personal Budgeting
Cash Flow Modelling
Wealth Accumulation
Tax Planning
Risk Management
Retirement Planning
Estate Planning
We also provide Educational Workshops for corporate groups and charities so that they can educate their staff and clients.
Check out our 6 Building Blocks to Financial Success for more information on our financial philosophy: http://bit.ly/6buildingblocksvideos
Otherwise, please contact us on 1300 123 145 or [email protected].
Brat Invest Pty Ltd (ABN 14 164 048 766) trading as RELATE Financial Group is an Authorised Representative and Credit Representative of Charter Financial Planning Limited, Australian Financial Services Licensee and Credit Licensee.
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3 Flora St, Oyster Bay, NSW, 2225
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