Description
Provider of financial planning advisory services. The company provides services related to wealth creation, budgeting, debt reduction, borrowing to invest, personal and business insurance, estate planning, investments, superannuation and retirement planning, self-managed super funds and superannuation.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Brian Kennaugh | Chief Executive Officer & Director |