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We have had the great privilege of watching some amazing business owners grow into bigger places. We miss them and continue to support them.
Leanne and her team at 2020 Wealth are here to support you in your financial goals. Leanne is passionate about helping her clients succeed in life, whatever their goals and aspirations may be. Sometimes it is great to have a caring advocate to offer guidance through every step of life’s journey and celebrate those successes and life-changing ‘wins’ whilst having the best interests at heart. It is also reassuring to have someone who can offer guidance and support and help create a backup plan, when life throws lemons and things do not work out as planned.
2020 Wealth Advisory is authorised to provide advice and deal in the following financial products:
▪ Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
▪ Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
▪ Deposit & Payment Products;
▪ Retirement Savings Accounts (“RSA”) products;
▪ Debentures, Stocks or Bonds issued or proposed to be issued by a Government;
▪ Superannuation.
Leanne holds a Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Take control of your financial situation now and set yourself up for the future with a passionate and caring advisor.
Leanne Bielik
Ph: 0432 815 355
Flawless Figures Bookkeeping strives to help small businesses succeed by taking the stress out of managing financial obligations and allowing businesses to focus on their core business. Some of the services provided include:
If you would like alleviate your bookkeeping stress. Contact Nicky Edwards for consultation.
Nicky Edwards
Ph: 0414 859 665
Hospitality street, workwear, American flavours, smokers and adding in a few bits and bobs from other local businesses,
You do everything you can to keep yourself, your family and your property safe – whether at home or at work. But if 2020 has taught us anything – we need to be ready for the unexpected. And unexpected incidents and accidents can prove to be extremely costly, both in time and money, if someone gets injured or property is damaged.
Chris and the amazing team at Elders Insurance Mornington offer flexible cover to protect you and your property so you can get on with life without worrying about “what if…”. Elders insurance offer tailored insurance for your:
· Home and Contents
· Private Vehicles
· Business
· Farms
· Landlord
· Boats
· Commercial Motor and Fleet
This is no ordinary insurance service. Chris and his super friendly team pride themselves on outstanding customer service. Going the extra mile to understand you and your insurance needs, offering the right products at the right price. From reviewing your cover; to set up your policy; a personal call when your policy is ready for renewal; and in-house claims management (not via a call centre). Nothing is too much trouble.
A national brand you can trust with the local service you deserve.
Insure with Elders Insurance - they are with you all the way!
If your business could do with some assistance in any customer service or administration tasks contact Amy.
Chris Wightman
Ph: 0427 697 841
There are so many more amazing business owners and managers that work with us or are a part of our community.
Give us a call today to book a free trial.
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