The single goal of our advice at Brennan Sloan is to guide you through the financial confusion by providing you with a plan giving you control over your financial future.
We are therefore qualified and licenced* to offer you tax-effective financial and investment advice with on-going support.
Services include:
- Investment Strategy
- Investment Reviews
- Personal Insurance
- Investment-related lending
- Superannuation
- Estate Planning
- Retirement Planning
- Social Security Strategies
We assess your current financial position, listen to your goals in life then guide you step-by-step to enable you to create, build and preserve your wealth without undue risk.
Our mission is: “To provide our clients with a total financial solution accompanied by high ethical and service standards”.
To read the Investment Solutions Newsletter – Spring 2024 Edition. Please click here
Financial Services Guide – Adrian Sloan. Please click here
http://www.brennansloan.com.au/
