At Precise Wealth Management we believe that "Financial Life Planning" can only be effective if founded on a full understanding of your life goals and objectives.
Our focus is to discover your lifetime asspirations, evaluate your current and future financial resources and create a blanced and realistic plan to enable you to achieve your goals.
"Charley @ Precise Wealth Management have been nothing but a pleasure to deal with, he is responsive, knowlegeable and always thinking the best interest for his clients. I'm now a regular client since using his services to organise my loan for my second investment property back in 2009. Since his expansion into Financial & Insurance Advice, he now also manages my super and insurances which is a big plus to have everything under one roof. I could go on all day about his great service, but I'll leave it up to you to experience it yourself!"
Ron & Julie, NSW
My husband & I have been using Charley to advise us on our superannuation & retirement since mid 2012.
During this time we have found him to be very approachable and knowledgeable in sorting through the investment maze out there. He is always ready to answer our queries and is prepared to go in search of an answer, if unsure at the time.
He has always had our est interest at heart and is constantly looking for the best way to invest our retirement money to ensure that we are able to save and profit from our investments.
We are extremely happy with his performance and look forward to many more years advise from him.