R & H Advice and Wealth Management 30 Steels Place, South Morang, Victoria 3752
About the Business
Welcome to R & H Advice and Wealth Management, located at Steels Place, South Morang, Australia. We are a trusted establishment in the finance industry, offering tailored financial strategies and informed decision-making to help you pay down debt, protect your wealth, and grow your assets.
We understand the importance of having enough money to enjoy your life after retirement and leaving a lasting legacy for your children. Our experienced team specializes in developing step-by-step financial strategies that are personalized to your unique circumstances. Whether you're looking to build up your superannuation for a comfortable retirement or evaluate the risks and find the right insurance solution for you and your family, we are here to assist you every step of the way.
Effective debt management is crucial, and we can help you not only with the interest you pay but also with prioritizing your debts and investing in the right type of assets. We also provide guidance on estate planning to ensure your assets are distributed to the right people at the right time, allowing you to leave a lasting legacy.
Our director, Qasim Syed, is a highly experienced financial adviser with over 15 years of expertise in providing tailored financial advice to clients with varying needs. Qasim specializes in financial strategy development, portfolio management, retirement and estate planning, superannuation management, Centrelink, and insurance. He has a proven track record of helping clients achieve their lifetime goals and ensuring their financial success.
On our website, you can find a wealth of resources to help you take control of your finances. Our free ebook shares five important steps to help you become the boss of your money. Additionally, we offer a unique tool called Wealth Report, which provides a comprehensive overview of your financial situation, projects your future, and delivers your personal report immediately. With Wealth Report's integrated approach, we take care of the calculations, ensuring that all appropriate calculators are applied to fit your life.
Please note that the information provided on our website is for general purposes only and does not constitute personal financial advice. We strongly recommend consulting a financial adviser before making any investment decisions. The contents of our website do not take into account your specific investment objectives, financial situation, or particular needs.
At R & H Advice and Wealth Management, we are committed to providing accurate and reliable information in good faith. We believe in empowering our clients to make informed financial decisions and achieve their financial goals. Contact us today to schedule a consultation and take control of your financial future.
Location & Phone number
30 Steels Place, South Morang, Victoria 3752, Australia
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been clients of Qasim Syed since 2015 and would highly recommend his service. Passion, knowledge and genuine interest in achieving the best for clients is what makes a truly professional Financial adviser. We could not be happier. Qasim's up to date expertise in the financial sector creates a trust that is rare to find. Qasim helped us greatly and we are really appreciative of that."
"We are extremely satisfied with our Financial Advice and confident that our Superannuation funds are being invested in the best funds available. Can’t recommend highly enough Qasim for his advice for the last 15 years."
"If you require a personal financial planner, speak to Qasim. He has been a great help to me for many years. An old quote would have been worth every penny, but these days it is 10,0000's of dollars."
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