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FAQs

  • Why use a financial planner?

    Research has confirmed that investors who engage a financial planner, achieve far superior results than those who don’t.
  • I do not have any money to invest?

    Through careful and professional financial planning and management we make sure you don’t need to say that ever again after seeing us.
  • I do not believe in super. Why is it a part of my financial plan?

    Superannuation is still one of the lowest tax structures available in this country approved by Government.
  • Too late for me now?

    Investments is a life-long process one does not stop with a certain age. The best time to start a financial plan is now!
  • Why use a financial planner?

    Research has confirmed that investors who engage a financial planner, achieve far superior results than those who don’t. they even have statistics to show that generally planners’ clients are >20% better off than those who are not.
  • I do not have any money to invest?

    The reason you do not have any is because one has not learnt the habit of disciplined money management falling victim to “instant gratification” syndrome. We should be letting our money work for us not just making a living (running the daily rat race!)
  • I do not believe in super. Why is it a part of my financial plan?

    Super is money paying forward similar to one getting healthy daily so do not have to pay heavy price for poor health later in life. Super will form one’s biggest assets besides our homes.
  • Too late for me now?

    Never too late like “if one wants to learn & enjoy financial freedom/money skills one must be a good student” similarly an electrician who wants to learn his/her trade well to become a professional must be an apprentice first.

Terry gives real value to his clients

  • I felt very privileged attending your seminar. Your presentation was professional; relevant, inspiring and appreciated. 'Build a Capital Base' - these words have been ringing in my ears all day. Thank you for sharing your valuable knowledge and experience. I have taken responsibility for where I am today, and embark upon making a permanent change.

    - Andrew Sutherland Office Solutions
  • Terry has always been in my corner when it comes to wealth creation. He has ensured I invested regularly in investments that suited my needs and really helped me when I shifted from being an employee to self employed.

    - Rueben Taylor, ActionCOACH, Ph. 08 9325 1811 www.actioncoachbse.com
  • Mr Terry Lee (Financial Advisor) was recommended to us by a close friend. We have found that since Terry Lee has been our Financial Advisor we have been given good sound financial advice. Terry is always available to consult and constantly sends us updates on the status of our financial portfolio and recommendations for future investment. We are also advised of any upcoming Seminars that he feels would be of benefit to us. This constant "hands on approach" has been sadly missing from our previous Financial Advisors.

    - Mick Pitcher & Gail Williams, Pitwillow Alpacas, Ph. 08 9622 3411 www.pitwillowalpacas.com.au
  • I have known Terry Lee for over 15 years. I have found Terry to be sincere and competent in his activities. Terry has assisted with our company insurance and Terry has also assisted a number of our staff with their superannuation requirements. I am always eager to hear of what new products or developments Terry has up his sleeve and we were very excited to hear that he had become an author several years ago. When asked about Terry I think of a rare individual who combines self discipline with creativity, when he puts pen to paper invariably powerful messages are passed on. We wish Terry well in all his endeavours and we are proud to have him as an ally in business.

    - James Sutherland, Office Solutions IT , Ph. 0413 051 333 www.officesolutions.com.au
  • I have been a regular investor for over 20 years, Terry has always been very helpful with his advice and I trust his integrity in financial matters. Yours Sincerely

    - Ann Harrell,Ph. 08 62542919
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Quote from Terry Lee
  • “Financial literary can be learnt so anyone can stand on their own feet financially. We can provide a hand up…but not a hand-out!”

  • “Financial literary can be learnt so anyone can stand on their own feet financially. We can provide a hand up…but not a hand-out!”

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