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Fortifying your Financial Security

Helping you achieve the financial freedom you deserve

Fortifying your Financial Security

Helping you achieve the financial freedom you deserve

Whether you’re new to the workforce, planning for retirement or want to protect or grow your wealth, there’s a lot to consider before making any significant financial decisions.

For many people, this process can be time-consuming, tedious and confusing. But the good news is that as an award-winning financial planning practice in Melbourne, we can take the guesswork out of planning a successful future.

When you work with us, you’ll have more time for the things you enjoy, because we’ll take care of the hard work for you. You’ll also have peace of mind knowing that you have the right strategies in place to protect and grow your wealth.

Our personalised and holistic approach starts with getting to know where you are and where you want to go. Then we create a tailored roadmap to help you achieve your goals. We also provide ongoing financial support and advice to manage your changing circumstances and needs to ensure you get the best outcome.

Our services include superannuation, investments, insurance solutions, aged care, retirement planning, and more.

Book your complimentary one-hour consultation today to discover how we can help you achieve your financial goals.

SUPERANNUATION & SMSF

WEALTH CREATION

INSURANCE

RETIREMENT PLANNING

AGED CARE

OTHER SERVICES

General Advice Disclaimer

The material shown in this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Citadel Wealth Solutions Pty Ltd or any member or employee of Citadel Wealth Solutions Pty Ltd. Before acting on any of the information contained in this website you should obtain special advice from a specialist investment or risk professional, which is appropriate to your specific investment or risk needs, objectives and financial situation.

Citadel Wealth Solutions Pty Ltd is a Corporate Authorised
Representative No. 343035 of Alliance Wealth Pty Ltd
ABN 93 161 647 007

Australian Financial Services Licence No. 449221
Ph: 1300 557 598