Introducing Proctor Major Wealth

More than financial advisors, PROCTOR MAJOR WEALTH is a fully integrated strategic wealth advisory business, providing complete solutions including:

  • Financial Planning
  • Retirement Strategies
  • Superannuation
  • Wealth Protection
  • Aged Care Advice
  • Commercial and Residential Lending
  • Legal Services

The PROCTOR MAJOR WEALTH team –  Ben Savige and Luke Andrews – are very approachable and highly experienced. They’ll keep you well informed every step of the way.  For more information on the guys go to our Wealth page.

Our motto “whatever is best for the client” applies to PROCTOR MAJOR WEALTH as it does to all our work and we have every confidence that you will be well looked after.

 

The 4 Step Advice Process:

Step 01: Creating structures that are the most suitable for optimum outcome

Step 02: Strategic asset allocation to minimise risk

Step 03: Tactical investment selection

Step 04: Regular portfolio reviews