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Calculate your wealth index

This handy review tool allows you to assess the state of your total financial health.

This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs.

By Michele Purvis|2016-09-12T15:39:05+10:00March 30th, 2016|Financial Planning|0 Comments

About the Author: Michele Purvis

With over 25 years’ experience in financial management, taxation, planning and business, Michele has extensive experience with complex structures including Self-Managed Super Funds, Family Trusts, Companies, Individual Investors and Asset Protection. Michele is a Fellow of CPA Australia, holds a Bachelor of Business (ACC), Graduate Diploma of Financial Planning, and is an accredited Self-Managed Super Fund (SMSF) specialist. With this experience Michele is able to give clients comprehensive financial advice, taking a holistic approach that considers goals and objectives and the most effective way to achieve them in today’s environment. Michele Purvis is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523