I know when I talk to Mike that I’m talking to someone who knows what he is talking about. Mike operates with integrity and has my unreserved trust.
I enjoy dealing directly with Mike which gives me confidence that my affairs are of priority and importantly he works really well with other partners such as our bank and tax agent to make my life much easier.
Mike Ingham provides an invaluable service as my financial adviser. He has sorted my financial life out, got me back on track and continues to provide the most amazing prompt service for any slight problem, query or issue I may have.
We know from experience that our clients’ personal circumstances and financial situation will change over time. Such changes might include a new job, an increase (or decrease) in take-home pay, a new child, the sale of the family home, planning a big overseas trip, receiving an inheritance or making plans to retire. They can all have a big impact on our clients’ financial strategies and plans. We can monitor our clients’ investments and recommend investment changes when appropriate. We have access to regular and high caliber investment and technical research and we use modeling tools and calculators to evaluate strategy and investment changes to maximise our clients’ financial position. We consider it most important that we are actively engaged with our clients. Please see Ongoing Advice Service for more information. … Read more
Obelisk TWB Pty Ltd (“Obelisk TWB”) is a boutique financial advice practice that specialises in providing high quality financial advice to individuals, small business owners, busy professionals and retirees. Obelisk TWB and its two financial … Read More
1190 Dandenong Road
Murrumbeena, Victoria, 3163
P: (03) 9882 4155
TWB Chartered Accountants is one of our referral partners. Please call TWB Chartered Accountants on 03 9568 0188 for a no obligation initial consultation or visit www.twb.com.au.