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Grow Your Wealth

  • SMSF –Self managed Super Fund set up & advice (even if needing to reverse back from SMSF to retail funds)
  • Wealth protection (insuring against loss of income/mortgage cancellation/crisis recovery)
  • Portfolio construction (core & satellite strategy etc) incl risk tolerance
  • Investment advisory eg negative gearing viability or utilising franking credits as income (booking us on purely time basis welcomed @ $330ph)
  • Financial Blue print –where one is financially currently & where to from here?
  • Retirement Planning-to use annuity or downsize home/sell down assets to generate funds
  • Succession planning- eg are kids going to get the inheritance or charity will?
  • For High Net Worth Individuals (HNWI) setting up FAMILY OFFICE-the necessary steps required.
  • International citizens esp from ASIA who want to set up/seeking advice re investment vehicles here
  • Specifically for ambitious wealth creators who want to leave a Legacy like name on hospital wing or library in school
  • Those contemplating sustainable donations/Will to charity for greater good to community/society
  • Ethical investing with integrity advisers (unique class of its own)
  • Whatever investments we do it now must be environmentally friendly so future generations can still enjoy high standard of lifestyle!

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
  • 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
  • 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
  • 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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