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How we can help you
At
Royale Wealth
Financial Planning and
EH Tax Accountants
, our team of financial planners and taxation professionals are able to assist you in many areas when it comes to your financial and investment needs.
Your initial consults are at no cost. We want you to be fully confident that we can help you to move forward.
Your information remains confidential. Filling this short form will help us provide you with the best financial solutions.
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* Indicates required question
Your name:
*
Your answer
Your email:
*
Your answer
Your contact number:
*
Your answer
Your age (range)
*
21-30
31-40
41-50
51-60
61+
What do you need help with?
*
Wealth Building and Investment Strategy
Financial modeling/structure for investments and future planning
Asset Management
Insurance review to protect your assets and family
Retirement planning
Superannuation review
Trust set up
SMSF set up
Tax Reduction
Accounting (tax returns - PAYG or sole trader)
Others
Required
Do you own assets? (investment properties, shares, alternative investments)
Yes
No
Clear selection
Amount in Super (Can give approximation)
Your answer
What is your household income after tax?
Below $50k
$51k - $100k
$101k - $150k
$151k - $200k
$201k+
Clear selection
How soon are you looking to create and implement a comprehensive financial plan?
*
Immediately (within 1 month)
1-3 months
3-6 months
Other:
Please indicate the best times and dates for us to contact you:
Your answer
Our goal is to create your customised plan to make sure your family's future is safe and secure. Whether it's to build your portfolio and increase your retirement income, we'll help you build a strong financial foundation for your peace of mind.
Your voice and opinion are important in the process. Here's what you can expect from us:
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