Financial Freedom through the creation of Real Wealth

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1 Financial Freedom through the creation of Real Wealth CENTRAL COAST MANLY PENRITH SYDNEY CBD

2 Our specialty is the creation of Real Wealth

3 Real Wealth is achieved when you have financial security, time for family, time for your health, and importantly time for yourself. Our Philosophy With effective strategy and guidance, we make it easier for you to live a life with greater freedom and choice. Our Strategies

4 Your financial affairs should be managed conveniently under one roof, ultimately making it easier for you. Financial Planning Wealth Creation isn t as difficult as you may believe. With a sensible, tailored approach you can become successful at investing. Wealth Management is about protecting what you have worked so hard to achieve while providing measurable results across all areas of your finances. Our bespoke approach to managing your wealth will ensure that our relationship is as individual as you are. Investment Property Investing in residential property can provide you with significant long term wealth while reducing volatility as well as reducing the amount of tax you pay. Coleman Farrell Wealth refers clients to Omniwealth Property who provide researched investment grade property recommendations so that you can benefit from all markets, not just the share market. Mortgage and Finance Effective mortgage structuring is essential when creating and managing wealth. With hundreds of mortgage products available in the market, you need an independent service to help you source the right structure for you. Coleman Farrell Wealth refers clients to Omniwealth Mortgage and Finance for strategic lending advice around debt structuring. CENTRAL COAST MANLY PENRITH SYDNEY CBD

5 Accounting and Audit We believe in providing clients with a truly holistic service. Accounting goes hand in hand with financial planning and we are able to complete all of your annual tax and audit requirements. Legal Appropriate protection is one of the most important aspects of financial planning. It is crucial that you set in place an effective estate plan that will cover you and your family in the event of anything happening to you. We work closely with a team of solicitors to ensure all of your legal requirements are taken care of. The Coleman Farrell Wealth Difference Coleman Farrell Wealth is a Corporate Authorised Representative of Omniwealth Services Pty Ltd. We pride ourselves on providing a quality experience with customised advice that is specific to your individual needs.. Property Investment Property investment is fundamental in creating real wealth. Coleman Farrell Wealth refers clients to Omniwealth Property who are able to recommend specific investment grade property as well as other growth assets. Lending Advice Coleman Farrell Wealth can provide strategic lending advice around debt structuring and we work closely with a team of mortgage brokers to ensure all of your financing requirements are teken care of. Tailored Advice Our advice is designed specifically to suit your needs and objectives. As a fee for service practice we tailor our advice to match your financial situation. Knowledge is Power Coleman Farrell Wealth recognise the need for you to understand The Process of Wealth Creation. We actively demonstrate, communicate and educate you on how we generate wealth and how your role is reflected in its creation. If you require more information contact your Coleman Farrell Wealth adviser today. To make a difference, we have to be different CENTRAL COAST MANLY PENRITH SYDNEY CBD

6 Coleman Farrell ABN Head Office 2 Mt Ettalong Road Umina Beach NSW 2257 PO Box 3229 Umina Beach NSW 2257 Telephone Coleman Farrell Wealth is an Authorised Representative of Omniwealth Services Pty Ltd AFSL ABN CENTRAL COAST MANLY PENRITH SYDNEY CBD