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Achieve your financial and lifestyle goals

As your local Financial Planner, Jace Cordell will work with you to help realise your financial possibilities and achieve your goals sooner.

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.

Even if you’re pretty financially savvy it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money all while taking care of the grunt work!

What is a financial plan? | Central Coast, NSW

Jace has worked with a wide range of clients in Australia, from early clients in their 20s to late 60s and specialises in accelerated debt reduction, wealth creation, personal insurance, investment properties and superannuation.

Jace can also help you with:

What's your dream?

The first meeting is at our expense, providing you with a no-obligation opportunity to discuss your current situation, identify what’s important to you and explore some of the strategy options and choices available to you. Call Leonard Marquart on 0420 544 268

Contact us today.