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Financial Planning

 
 
 
 

 
 

Prophecy Wealth Management

 
 
Areas of focus would be (but not exclusive to):

  • Income Protection
  • Trauma Cover
  • Total & Permanent Disability (TPD)
  • Life Insurance
  • Wealth Creation strategies including Tax planning
  • Retirement planning / Transition to Retirement planning
  • Asset Protection strategies
  • Self Managed Super Fund strategies
  • Superannuation for yourself and Corporate Superannuation Funds for your employees
  • Keyman Insurance for Businesses
  • Buy/Sell Insurance to support Business Partners
     
     

    Prophecy Wealth Management and Minerds Bell Consultancy Group have been providing tailored financial solutions to their clients since 1975. Their partner in providing advice is Charter Financial Planning who has awarded them with Certified Quality Advice Practice (CQAP) accreditation. Whether you are looking for financial advice to help achieve your long term goals or facing a life changing event, their team of highly experienced advisers are there to help you choose the best path.

    They specialise in all areas of financial planning including:
    Wealth Creation
    Personal and Business Insurance Protection
    Business Succession Planning
    Superannuation
    Retirement Planning
    Aged Care
    Estate Planning
     
     
    Contact:
     
    Minerds Bell Consultancy Group and Prophecy Wealth Management

    35 Goodwood Road WAYVILLE SA 5034

    t: (08) 8373 1711 | f: (08) 8373 1722
    e: [email protected]

    Website: www.minerdsbell.com.au

    Clive Harris and Associates Pty Limited trading as Minerds Bell Consultancy Group and Prophecy Wealth Management ABN 97 008 019 163 is a Corporate Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294, Australian Financial Services Licensee, Licensee Number 234665.
     
     
     
     
     
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    Disclaimer-
    The information shown on this web site is distributed by Mayfair Finance Australia as an information source only. The content is general in nature, may not be appropriate for your circumstances and so you should consider its appropriateness having regard to these factors before acting on it.

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