Holley Lucey, AFP®

Holley has over a decade of experience in the industry. She educate's her clients, providing them with the discipline, structure and focus to ensure they build wealth, protect their wealth and can achieve their goals and live the future they desire. Our advice is focused on client lifestyle goals & simplifying their complex needs. With the complexity and changes to income tax, superannuation legislation and Centrelink, our clients can benefit from our professional services to avoid costly mistakes, keep on track, simplify their financial life and have someone to talk to and trust.It is important our clients are made to feel comfortable from the moment we meet. We pride ourselves on the client experience, as ultimately, they are the key driving force for ongoing relationships and referrals. It is vital our clients know we are there for them at every step of the process. We strive to maintain long term relationships with our clients and their families.

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