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Martin Bros | Financial Planning | Managed Funds | Superannuation | Estate Planning | Margin Lending | SMSF

Content on this page requires a newer version of Adobe Flash Player. This site is owned and operated by the Martin Brothers (Paul and Jarrod Martin) - Authorised Representatives of Morgans Financial Limited. To create long term financial success for our clients'. Our core purpose is underpinned by our values. Our core values. Are the backbone to how we provide our service. These are:. Belief in what we are doing and recommending is in the client's best interests. A Participant of ASX Group.

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Martin Bros | Financial Planning | Managed Funds | Superannuation | Estate Planning | Margin Lending | SMSF | investadvice.com.au Reviews
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Content on this page requires a newer version of Adobe Flash Player. This site is owned and operated by the Martin Brothers (Paul and Jarrod Martin) - Authorised Representatives of Morgans Financial Limited. To create long term financial success for our clients'. Our core purpose is underpinned by our values. Our core values. Are the backbone to how we provide our service. These are:. Belief in what we are doing and recommending is in the client's best interests. A Participant of ASX Group.
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Martin Bros | Financial Planning | Managed Funds | Superannuation | Estate Planning | Margin Lending | SMSF | investadvice.com.au Reviews

https://investadvice.com.au

Content on this page requires a newer version of Adobe Flash Player. This site is owned and operated by the Martin Brothers (Paul and Jarrod Martin) - Authorised Representatives of Morgans Financial Limited. To create long term financial success for our clients'. Our core purpose is underpinned by our values. Our core values. Are the backbone to how we provide our service. These are:. Belief in what we are doing and recommending is in the client's best interests. A Participant of ASX Group.

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1

Martin Bros | Calculators

http://investadvice.com.au/calculators.html

Content on this page requires a newer version of Adobe Flash Player. The following links will take you to calculators developed by the Martin Bros. Team. Mapping the Future' Calculator. This spreadsheet illustrates the power of regular contributions over time to your super fund or savings account. Forecast portfolio returns with a fixed rate of return. Estimate your personal insurance requirements based on your existing assets and insurance cover. Home Loan Borrowing Power.

2

Martin Bros | Education

http://investadvice.com.au/education.html

Content on this page requires a newer version of Adobe Flash Player. Financial planning and investing is largely an educational process for clients. Advisors such as ourselves spend our entire working day involved in and keeping up to date with all of the issues surrounding investment options, investment markets and relevant superannuation, social security and taxation law. Accordingly, we have developed this educational section of investadvice.com.au. Select a service for more information:.

3

Martin Bros | Prospective Clients

http://investadvice.com.au/prospectives.html

Content on this page requires a newer version of Adobe Flash Player. Our office is located at Morgans, Level 5, 689 Burke Road, Camberwell. This section provides answers to a few of these key questions to help you determine whether our service may be of interest to you prior to setting up a free initial meeting with us. Likewise, before we meet with prospective clients we have them complete a 'Discussion Sheet'. What do you charge? What type of clients do you have? How many clients do you have? As a clie...

4

Martin Bros | Client Services

http://investadvice.com.au/services.html

Content on this page requires a newer version of Adobe Flash Player. We provide a holistic service to our clients and form the financial hub to help solve all of their financial needs. We are 'browsers' for our client's as we are not aligned to any one product provider. Select a service for more information:.

5

Martin Bros | Promise

http://investadvice.com.au/promise.html

Content on this page requires a newer version of Adobe Flash Player. We believe that an Advisor should always put the client first when providing service and advice on financial products. Our promise to our clients is to:. Act with honesty and integrity in all dealings with you. In return, we expect the same from our clients. Find out what your goals and needs are. Identify if we believe these are realistic. Make recommendations that are always in your best interests.

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Martin Bros | Financial Planning | Managed Funds | Superannuation | Estate Planning | Margin Lending | SMSF

Content on this page requires a newer version of Adobe Flash Player. This site is owned and operated by the Martin Brothers (Paul and Jarrod Martin) - Authorised Representatives of Morgans Financial Limited. To create long term financial success for our clients'. Our core purpose is underpinned by our values. Our core values. Are the backbone to how we provide our service. These are:. Belief in what we are doing and recommending is in the client's best interests. A Participant of ASX Group.

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