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Financial Planning, Consulting & Coaching

Your trusted lifetime financial planner

How can we help you?

Investment
Portfolio construction, risk management, optimum tax structure and gearing
Retirement Planning
Retirement analysis, pre-retirement planning, transition to retirement, pension income stream, maximum age pension, aged care
Superannuation & SMSF
Super review and consolidation, contribution strategy, establishment & wind up of SMSF, SMSF investment diversification
Cash Flow & Debt
Cash flow analysis, budgeting, debt recycling, debt management
Tax Planning
Tax efficiency strategy, Capital Gain Tax (CGT) management, Small business CGT concession
Insurance
Life insurance, Total and Permanent Disability (TPD), Trauma, Income Protection, Business insurance, Buy-sell agreement

Having a plan in place

“You wouldn’t get in a car and drive around aimlessly, hoping to eventually arrive at a pleasant destination. So why would you even consider doing this for your financial future?” - Koos Kruger
More about usget in touch
Prudence Financial
Ge (Peter) Sang is an Authorised Representative (No. 1002717) of Apex Macro Financial Group Pty. Ltd (ABN 33 617 164 413) an Australian Financial Services Licensee No. 498715 registered office 772A Station Street, Box Hill North. VIC 3129.
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CONTACTS
Address
Suite 518, 1 Queens Rd, Melbourne VIC 3004