FAQ About James Cruz

• What is James Cruz's address?

  James Cruz is located at
  New South Wales, New South Wales, Australia

• What is James Cruz's job title?

  James Cruz is a HOW WOULD IT FEEL TO NEVER WORRY ABOUT MONEY IN RETIREMENT? 🚩As somebody concerned about how you will fund 30 odd years of retirement, you are just not quite sure if you are on track. You have a successful career and your business is the cash cow that has funded all of your family wealth and you are unsure about succession whether your children will take over the reins or if you will establish a business sale to fund your retirement. Your asset base exceeds any Centrelink thresholds guaranteeing you never have to fill out paperwork to receive Centrelink support. You are independently wealthy and this holds it's own challenges. You have done a lot of reading and you know there are so many options in regards to shares, property, cash and superannuation. Your Accountant has you well structured with Companies and Trusts but they are unable to show you what retirement looks like. You don't want to waste time and money and you don't want to manage this yourself, because you have been responsible for your family wealth since you started working. Time is precious and you want to enjoy travel, family memories and you are happy to pay somebody to manage your money so you don't have to worry. You are open to the idea that a trusted professional aware of family relationships, risk and strategy could be a possible solution to save you time and worry. 🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳 WHAT DO YOU NEED HELP WITH? 💡 A review of your current position and confirmation of the financial resources available for retirement. 💡 A discussion without obligation explaining the strategies and investment approach so you are informed and comfortable. 💡 A conduit between your other trusted professionals so that we can project manage this significant shift from earned income to outsourced income. 💡 A complete and comprehensive analysis covering your pillars of GROW, PROTECT, ENJOY & TRANSITION so you have a financial plan that aligns totally with your vision of retirement and legacy planning. 🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳 WHAT EVOLUTION FINANCIAL PLANNING OFFERS. 📍An obligation free initial Discovery Meeting whereby we briefly uncover what you need and if we are a suitable firm for you and your family. 📍An independent approach with a flat fee model that minimises conflicted advice and ensures your family sits at the core of our offer. 🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳🔳 NEXT STEPS 🗨️ Request to book a free Discovery Meeting at evolutionfinancial.com.au james@evolutionfinancial.com.au www.evolutionfinancial.com.au

• What industry does James Cruz currently work in?

  James Cruz currently works in the Evolution Financial Planning Ballina |

• Which languages does James Cruz speak?

  No Languages Available

• Which industries has James Cruz previously worked in?

  James Cruz has prior
  experience in the following industries:
  Mf Financial Planning | National Australia Bank | Westpac

• What is James Cruz’s work experience?

  James Cruz has the following professional experience:
  Evolution Financial Planning Ballina | Mf Financial Planning | National Australia Bank | Westpac

• How can I find James Cruz on LinkedIn?

  You can view James Cruz’s LinkedIn profile at LinkedIn URL

• What are James Cruz’s work email addresses?

  James Cruz’s work email
  addresses are
  james@evolutionfinancial.com.au

• What company does James Cruz work for?

  Evolution Financial Planning Ballina |