"   Build your financial wealth with Agilis | AGILIS CA

You’re far too busy running your business, doing your job, or managing your household, to hunt down a better interest rate, investigate new investment opportunities or review your personal insurance to ensure you’re adequately covered… that’s our job.

We see our role as more than just your accountant / financial planner / mortgage broker; think of us as your personal advisers who are here to help you ensure you are financially organised.

Just some of the ways we can help:

  • Protect your assets and your ability to earn an income, to ensure your family is looked after no matter what life throws at you
  • Help you prepare for life after work
  • Enable you to take advantage of investment opportunities (such as buying a property) when the time is right
  • Structure your debt correctly, and ensure you get the best rate in this competitive and ever-changing market

Once the basics are in place, we then have the visibility to fuel your family’s future by ensuring you take advantage of any changes in the marketplace.

We’ve been able to achieve some great results for clients recently, such as:

  • Saving one client over $1,000 per month simply by consolidating debt and negotiating a better interest rate
  • Consolidating and restructuring insurances which has saved some clients up to $2,000 per year
  • Getting medical loadings removed on previous policies for several clients, which has reduced their premiums

Achieving these results is why we do what we do. We exist to liberate people’s lifestyles.

Want to find out more? Give our Financial Advice Manager, Brooke Berry a call on (07) 3510 1500 to see how we can better plan your financial future.