Gardening Together

Managing Wealth, Creating Possibilities

 

INVESTMENT ADVICE

The Team at Assurity are highly qualified finance executives who can structure suitable portfolios to meet client needs.

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RETIREMENT

Our team will focus on the safeguarding and preservation of your funds whilst addressing your cash flows, thereby allowing you to enjoy the lifestyle you seek in retirement.

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SUPERANNUATION

We will present you with what we consider to be the best ways in which to build your wealth for retirement.

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AGED CARE ADVICE

Our team offer expert advice about your individual circumstances and how they can be best managed in conjunction with current Aged Care rules, giving you the best options for when you need it,

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OUR VISION

is to help clients achieve their financial goals so as to meet their objectives in the near term as well as long term.

 
 

ABOUT US

The team at Assurity Financial Planning are qualified and experienced Financial Planners.

With our wealth of knowledge and passion for what we do, we design and implement individual plans that are tailored to your situation and your goals, creating the possibilities for not only your future but your family's future.

Garry Morris Financial Advisor Central C

Garry Morris

 

DIRECTOR

CFP, MAppFin

Michael Lenn Financial Planner Central C

Michael Lenn

 

DIRECTOR

B.Ec, M.Comm (Finance), CFA

CONTACT

ASSURITY

For any inquiries, please fill in the following contact form:

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838 Dog Trap Rd Ourimbah NSW 2258

info@assurityfinancial.com.au

Assurity Financial Planner Central Coast

Damole Pty Ltd TA Assurity Financial Group is a Corporate Authorised Representative of Climb Wealth

ABN 36 146 520 390 AFSL 409 424