Joshua T

Thank you Mark and Drakkar Group. Your knowledge, service and fresh approach to servicing client needs in this space is refreshing.
Being able to compartmentalise our needs and deliver is the sign of a true professional.

ELEMENTS OF A COMPREHENSIVE FINANCIAL PLAN

  • Strategic Financial Advice
  • Cashflow
  • Improving Financial Behaviours
  • Investment Advice
  • Superannuation Advice (inc. SMSF)
  • Insurance (Life/TPD, Income Protection, Trauma)
  • Debt management
  • Wealth Succession and Estate Planning
  • Structures, Entities and Ownership