+61 2 9745 6820
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info@tak.com.au
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Mon - Fri 09:00AM - 5:30PM
CONTACT US

Financial Planning and Wealth Management

At T A Khoury & Co, we believe that you should not leave the future up to chance, but a well through out and flexible financial plan is crucial to securing your retirement and your family’s financial wellbeing.

Our financial planner is a member of the FPA and is an authorised representative of Lifespan Financial Planning Pty Limited, a large independently owned dealer group, which is an AFSL holder. We will guide you through the complex taxation and legislative requirements to achieve an effective financial plan, which is tailored to suit your and your family’s needs. 

The financial planning and wealth management service we provided include: 

  • Investment advisory
  • Personal and family protection
  • Retirement planning
  • Insurance advisory
  • Ongoing management of your investments and portfolio development

Are you looking for someone to help?

Let us help you! Call Now : (02) 9745 6820

info@tak.com.au
·  Mon – Fri 09:00-17:30