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Videos to help understand financial planning topics.

Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.

In our site's menu you will find a link to our updated range of videos on the following topics.

  1. Women and Wealth Management
  2. Understanding SMSFs
  3. Insurance – Duty of Disclosure
  4. Take the risk management test
  5. Cup of Advice – Inheritance
  6. What can a financial planner do for you?

 

 

   

 

 

 

 

 


Sam El Shammaa
George Pereira
Jane Lim
Paul Jayashekar
Christian Tanadinata

In order to better serve you, please select the appropriate contact details for the department you are looking for below.

Department Phone Email
Financial Planning (02) 8599 0835 (Option 1) info@capitalwise.com.au
Accounting (02) 8599 0835 (Option 2) accounting@capitalwise.com.au
Conveyancing (02) 8599 0835 (Option 3) conveyancing@capitalwise.com.au