360 Degree Wealth Services
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360 Degree Wealth Services is an independently owned financial consulting service managed by Shane Duff and Quang Tran where we combine business experience with innovation and new ideas. We aim to help clients within Australia choose a financial plan to provide the freedom to enjoy life now and to suit personal needs.
We have over 40 years of combined experience and more importantly have helped our clients through the longest and deepest share market fall since the depression of the 1930's. During 2008 and 2009 our business continued to grow where some financial planning and fund managers have closed.
As specialists in lifestyle planning and the self-employed, we aim to deliver exceptional results and if it suits your goals, we will treat your financial plan as your business.
Our business strategy is all about developing solutions for our clients, in particular those who require specialist planning where conventional planners are unable to assist. Our expertise lies in home equity release for debt reduction, retirement planning, investment properties, debt consolidation, with tax effectiveness our speciality. We plan to create wealth in your life so we add value to your financial situation.
By comparison with a bank strategy you are generally just a number with a standard financial plan template. When a bank employee creates a plan they are limited by strict bank guidelines. Whereas this is our business, we want to know you, and deal with you.
We want to create an atmosphere where the relationship between the client and 360 Degree Wealth Services is at a clear understanding of one another, so that we can determine the best possible way to benefit you.
Upper Mount Gravatt, QLD 4122
Australia
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