Investing and Wealth Creation

Designing a Plan is the key to successful investing.  Successful investing is a journey and understanding your current position and your financial goals are imperative to establishing the most suitable pathway. Unless we know these starting and end points, designing this right pathway is filled with danger. In creating a plan we research and recommend investments that fit your investing time frame and risk tolerance and as a result help you reach your financial goals sooner.   Our process:

  • Review your finances
  • Set your financial goals
  • Understand investment risks
  • Research investment options
  • Build your portfolio
  • Review
contact us
CONTACT

PO Box 1218

Kingscliff NSW 2487

paul.cluff@moneysmithgroup.com.au

M 0433 149 788

P 1300 788 552

AUTHORISED REPRESENTATIVE

Paul Cluff and PCFC Group Pty Ltd, ACN 615 084 243, ATF The PCFC Group Trust ABN 56 993 890 932 trading as MoneySmith Financial, are Authorised Representatives of Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987, AFSL 244252) an Australian Financial Services Licensee.

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AUTHORISED REPRESENTATIVE

Paul Cluff Credit Representative Number 383304 and Skyeblu Pty Ltd, ACN 108 370 341, trading as Moneysmith Australia, Credit Representative Number 492820, are credit representatives of BLASSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

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GENERAL ADVICE WARNING

Please be aware that any advice that may have been given or implied is general advice only. We have not taken into consideration your individual needs, objectives or financial requirements. Before deciding to purchase a financial product, you should consider the appropriate Product Disclosure Statement to ensure the product is suitable for your needs.