Wealth Guidance, Toowoomba

at 53 Holberton Street, Toowoomba, 4350 Australia

Financial Planning

Wealth Guidance, Toowoomba
53 Holberton Street
Toowoomba , QLD 4350
Contact Phone
P: 0746464228


Your local AMP adviser, Suzanne Bolte, is well qualified to assist, educate and empower you in reaching your financial goals. Suzanne has attained her full Advanced Diploma in Financial Services (Financial Planning) and has been in the finance industry since 2002. She has gained experience from both smaller individual firms to one of the big four banks and is also a Commissioner of Declaration. She has gained an Associate Diploma in Business (Hospitality Services) which she pursued earlier in her life and now provides comprehensive client focused advice. Suzanne’s mission is to serve new and existing clients while delivering high quality, ethical advice, which helps assist her clients to reach their financial goals. We offer advice in - Wealth creation Risk and insurance strategies Superannuation strategies Investment strategies Debt management Gearing strategies Pre-retirement strategies Centrelink planning Guidance on budgeting Salary packaging Tax minimisation Business insurances Bolte Group Pty Ltd ABN 30 812 093 405, Corporate Authorised Representative No. 340095, trading as Wealth Guidance are Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 AFSL No. 232706. "This webpage contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice. Please go to website www.wealthguidance.amp.com.au and click on FSCG to find out more about our financial advice services." "Please consider whether the product is right for you and read the Product Disclosure Statement (PDS) which is available at www.amp.com.au, before deciding whether to buy or keep the product. You can ask us for more details or contact AMP Financial Planning on 07 4646 4228. No AMP company or AMP financial planner receives any payment for the general advice in this web page." "Past performance is not a reliable indicator of future performance" "The postings on this site are my own and don't necessarily represent AMP's positions, strategies or opinions."

Opening time

  • Mondays: 08:30- 17:30
  • Tuesdays: 08:30- 17:30
  • Wednesdays: 08:30- 17:30
  • Thursdays: 08:30- 17:30
  • Fridays: 08:30- 17:30

Company Rating

81 FB users likes Wealth Guidance, Toowoomba, set it to 15 position in Likes Rating for Toowoomba, Queensland in Bank/financial services category

WEEKLY QUOTE The only person who takes a chance on life insurance is the one who tries to do without it. Are you willing to take the risk???

Published on 2014-12-02 23:05:11 GMT

EYE OPENING REVELATIONS - An incident that results in the actual death of one parent, an illness resulting in a parent being unable to work, or a serious accident, impacts on one in five families each year. - Half or more of a family's income is lost as a result of most accidents incurring a serious injury, a serious illness or the premature death of one parent, because of the family being under insured. - Those not having sufficient insurance to cover such situations account for a staggering 95 percent of families affected. If these levels of under-insurance are allowed to continue it will cost the Australian taxpayer $1.3 billion over the next 10 years in welfare and health costs. Reference: Lifewise/Natsem Under Insurance Report commissioned in 2010

Published on 2014-11-13 00:06:38 GMT

Money is like a chainsaw; use it carefully and it builds things. Be careless and you are in trouble... MDRT Power Phrase: George O. Eisenberg

Published on 2014-11-06 09:05:01 GMT

If you unfortunately had to stop working tomorrow due to an injury or illness, what percentage of your current income would you like to continue receiving? 0% 25% 50% 75% 100%