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Financial Viewpoint

Welcome to my Financial Viewpoint site I am the Principal Financial Planner of a boutique financial planning firm, Strategem Wealth Advisers Pty Ltd, located in Sydney's Eastern Suburb of Randwick. Our goal is simple, it is to maximise the probability of you achieving your financial goals and assisting you in making wise financial decisions about…

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Welcome to my Financial Viewpoint site I am the Principal Financial Planner of a boutique financial planning firm, Strategem Wealth Advisers Pty Ltd, located in Sydney's Eastern Suburb of Randwick. Our goal is simple, it is to maximise the probability of you achieving your financial goals and assisting you in making wise financial decisions about…
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Financial Viewpoint | woodsg.wordpress.com Reviews

https://woodsg.wordpress.com

Welcome to my Financial Viewpoint site I am the Principal Financial Planner of a boutique financial planning firm, Strategem Wealth Advisers Pty Ltd, located in Sydney's Eastern Suburb of Randwick. Our goal is simple, it is to maximise the probability of you achieving your financial goals and assisting you in making wise financial decisions about…

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November | 2014 | Financial Viewpoint

https://woodsg.wordpress.com/2014/11

Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. Monthly Archives: November 2014. Superannuation to bind or not to bind? Two minute scenarios…. November 4, 2014. Scenario One Nick and Amanda. What’s the issue? If some of the SDB are passed on to his adult children they will be taxed. Scenario Two… and for Amanda? What’s the issue? What’s the issue? Amanda’s eldest son Tom, is her executor. As executor Tom will take over control of Am...Amanda ...

2

Request for Information | Financial Viewpoint

https://woodsg.wordpress.com/request-for-information

Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. Strategem Wealth Advisers Brochure. Greg Woods Financial Services Guide. Strategem Life Insurance Service Brochure. Other - See Comments. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out.

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Articles of Interest | Financial Viewpoint

https://woodsg.wordpress.com/articles-of-interest

Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. In this section I have imported several articles from the media which I wanted to share with you all. Economic and Market Commentary Oct 2012. Morningstar report August sept. Economic and Market Commentary Sep 2012. Economic and Market Commentary – August 2012. Money Matters – Spring 2012 Edition. Perpetual Perspective June 2012. Strategem Corporate flyer – June 2011. Shane Oliver: What to do?

4

How our clients feel about us | Financial Viewpoint

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Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. How our clients feel about us. 8220;As a Self – Employed person and then as a Self – Funded Superannuant, I have used the professional services of Greg Woods (Financial Planner / Advisor) for some 15 years, when he initially worked for a large Sydney bank and subsequently within his own investment advisory company. Faithfully, R. W. Morrison (client since 1996). Greg is always available to take ...

5

Useful Tools & Publications | Financial Viewpoint

https://woodsg.wordpress.com/useful-tools

Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. Useful Tools & Publications. This page is dedicated to providing you with some useful downloads for you to use in preparation to your meeting with me. Issues and Concerns GW. Matrix Financial Services Guide. Money Matters Spring 2010 Strategem. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). Get every new po...

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Financial Viewpoint

Financial Services Guide and Compliance Documents. How our clients feel about us. Useful Tools & Publications. Welcome to my Financial Viewpoint site. I am the Principal Financial Planner of a boutique financial planning firm, Strategem Wealth Advisers Pty Ltd, located in Sydney’s Eastern Suburb of Randwick. Our goal is simple, it is to maximise the probability of you achieving your financial goals and assisting you in making wise financial decisions about money. 91 responses to “ Welcome. When i think f...

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