WHY EXACT SOLUTIONS
LET US HELP YOU
When you are deciding what type of financial adviser you want to work with it is important to consider that the relationship is as important as the advice. You want someone who really listens to you, understands your situation and has your interests at the forefront of their mind at all times. That’s why we think you should talk to us.
CREATE
At Exact Solutions we are always looking to innovatively look at your situation and your goals.
Whether that starts with ways to make your savings work harder for you or embarking on a new career or finding a way to purchase a home.
We are dedicated to optimising your position and setting the best possible launching pad for you to achieve your goals and dreams.
GROW
Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.
Strategies may include:
- Choosing investments that complement your financial goals
- Saving for retirement and taking full advantage of this tax-effective environment
- Borrowing to invest and fast-track your wealth growth
- Retirement income streams to grow your capital even in retirement
- Helping you manage your business assets and their many benefits
REVIEW
We look at your current situation and help you identify opportunities to get smarter with your money. Making the most of what you have is the first step.
We can help you:
- Articulate where you are and where you want to be, forming the basis of our advice
- Simplify your finances
- Manage your cash flow in a smart way
- Streamline your debts to free up money
- Make your money work harder for you
If you are a business owner, or would like to be, we hear you! As a small business we can offer support and look at opportunities to generate long-term wealth through your business. Taking a leap of faith to consult a financial adviser can be daunting, but our clients can testify to the value of good financial advice.
OUR PEOPLE
At Exact Solutions, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe. Since we opened in 2017, Exact Solutions has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Alex Screen
Principal, Financial Adviser
Innovator
Alex is the ideas man who sees the “Big “ picture
B. App.Sc.,Dip. Ed., ADFP, DipFS(FP), AFP®
Ellen
Admin Support
Dream Developer
Ellen provides details and structure for the “Big” ideas
One Life...make the Most of it!
Exact Solutions Pty Ltd is a Corporate Authorised Representative (No.1284780) of Capstone Financial Planning Pty Ltd.
ABN 24 093 733 969. Australian Financial Services Licence No.223135.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au