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Wren Investment Advisers
is a Melbourne-based firm that specialises
in investment advice, superannuation and
financial planning. We hold Australian Financial
Services Licence 247124 which authorises
us to advise and deal in the following financial
products:
deposit products;
options and warrants;
foreign exchange;
government debentures and bonds;
managed investments;
retirement savings accounts;
securities; and
superannuation
We can provide you with quality fee-based
advice in the following areas:
wealth creation strategies,
superannuation,
redundancy and rollovers,
portfolio reviews,
advice on the share market,
residential property,
ethical investments,
social security and retirement planning.
Whether you need a
full financial plan or just answers to some
specific questions, we’re happy to listen
to your needs.
To request more information about our services,
please call us or email info@wrenadvisers.com.au.
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"My wife
and I are very much appreciative of
all that you do for us."
"I must say I thought your Client
Update to be very readable and
easily understandable - a very professional
job, which should have all your competitors
turning green."
"Thank you! Thank you! Thank
you for your valuable time at the
office and the very much appreciated
work that your staff did for me. Once
again, thank you!"
". .
. appreciate your prompt and professional
service."
"I am
entirely confident of your judgement
. . ."
"I
congratulate you upon your analysis
and the succinct manner in which it
is presented"
".
. . insightful research which on occasions
challenges prevailing or conventional
views."
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