Financial Planning & Investment

Peace of mind for you & your family

We review and assist our clients with their:

• Budgeting
• Investments
• Income needs
• Income Risk Assessment
• Retirement
• Estate Planning
• Insurances

As a member of Merit Wealth, Paul Simeoni is licensed as an authorised representative of the Magnitude Group Pty Ltd ABN 54 086 266 202, which operates under Australian Financial Services Licence No. 221557 and is part of the BT and Westpac group and as such is diligent in ensuring you have everything you and your family need in matters of financial planning.

The content of this site is dated 1/3/2010 and has been prepared by Simeoni & Co Pty Ltd ABN 50 066 350 703. Merit Wealth Pty Ltd and its advisers are authorised representatives of Magnitude Group Pty Ltd ABN 54 086 266 202, which operates under Australian Financial Services Licence No. 221557 and is part of the BT and Westpac group. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness.