0439752442
admin@surchfinancial.com.au
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Our Process

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Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Getting to know you
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Creating your financial Plan
I create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Putting your plan into action
I set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
I’m here to help
There is no 'set and forget it' here, I’m just a call away. We stay in touch and review your plan based on major life changes or market factors.
Step 5
Get in Touch
Call 0439752442
Mailing Address

Po Box 6330 Mooloolah Valley Qld 4553
Operating Hours

9am to 5pm Monday to Friday by appointment only
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Angela Surch, Authorised Representative No. 327236 and Surch Financial Group Pty Ltd  ABN 47 926 483 604, Corporate Authorised Representative (No. 1275571) are Authorised Representatives of Alliance Wealth Pty Ltd  ABN 93 161 647 007  AFSL 449221  www.centrepointalliance.com.au/fsg/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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