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Our bespoke Premier services include investment, retirement and estate planning. Book your financial planning meeting today.
Our bespoke Premier services include investment, retirement and estate planning. Book your financial planning meeting today.
Engineering professionals deserve the advice of financial professionals. Contact us to open an account.
Successful retirement needs three really important things… and the last one, you probably won’t hear anywhere else.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Successful retirement needs three really important things… and the last one, you probably won’t hear anywhere else.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Make sure your financial advisor is using a scaling fee schedule.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Is my personal information secure?
Find out more about how we protect your information.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Find out more about how we protect your information.
–DISCLAIMER–
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Hey Twin Cities! Make sure to check out this free webinar on Social Security strategies you need to know about.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Hey Twin Cities! Make sure to check out this free webinar on Social Security strategies you need to know about.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Hey Twin Cities! Make sure to check out this free webinar on Social Security strategies you need to know about.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Hey Twin Cities! Make sure to check out this free webinar on Social Security strategies you need to know about.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Hey Twin Cities! Make sure to check out this free workshop on Social Security strategies you need to know about.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Our bespoke Premier services include investment, retirement and estate planning. Book your financial planning meeting today.
Our bespoke Premier services include investment, retirement and estate planning. Book your financial planning meeting today.
Many retirees can use this powerful tool to massively reduce their tax burden. Let me introduce you to Roth Conversions.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
–DISCLAIMER– Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Great Waters Financial (“GWF”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if GWF is engaged, or continues to be engaged, to provide investment advisory services. GWF is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from GWF. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
𝑪𝒐𝒎𝒊𝒏𝒈 𝑺𝒐𝒐𝒏: 1C Taylor Street, Kangaroo Flat⏳
𝑩𝒆𝒅: 3 | 𝑩𝒂𝒕𝒉: 2 | 𝑪𝒂𝒓: 2 | 𝑳𝒂𝒏𝒅: 287.74 sqm
• Perfect Investment or First Home
• Spacious alfresco perfect for entertaining
• Low maintenance living
• Just minutes Kangaroo Flat shops and services
𝑺𝒆𝒆 𝒎𝒐𝒓𝒆: bit.ly/1C-TaylorStreetKangarooFlat
𝑺𝒆𝒍𝒍𝒊𝒏𝒈 𝑨𝒈𝒆𝒏𝒕: Matt Ingram - 0448 998 505
𝑺𝒆𝒍𝒍𝒊𝒏𝒈 𝑨𝒈𝒆𝒏𝒕: Reuben Meyer - 0447 798 496
𝑩𝒆𝒅: 3 | 𝑩𝒂𝒕𝒉: 2 | 𝑪𝒂𝒓: 2 | 𝑳𝒂𝒏𝒅: 287.74 sqm
• Perfect Investment or First Home
• Spacious alfresco perfect for entertaining
• Low maintenance living
• Just minutes Kangaroo Flat shops and services
𝑺𝒆𝒆 𝒎𝒐𝒓𝒆: bit.ly/1C-TaylorStreetKangarooFlat
𝑺𝒆𝒍𝒍𝒊𝒏𝒈 𝑨𝒈𝒆𝒏𝒕: Matt Ingram - 0448 998 505
𝑺𝒆𝒍𝒍𝒊𝒏𝒈 𝑨𝒈𝒆𝒏𝒕: Reuben Meyer - 0447 798 496
INVEST IN DUBAI & SECURE YOUR FINANCIAL FUTURE | FROM AED 591000
Experience the pinnacle of luxury and high returns with Dubai's booming real estate market. Start your investment journey with properties from just $144,000.
Why Choose Dubai for Your Investment?
✓ 10-Year Golden Visa: Long-term residency in one of the world's most dynamic cities
✓ Global Connectivity: Benefit from Dubai’s strategic location, connecting you to major global markets
✓ Robust Economic Growth: Tap into one of the world's fastest-growing real estate markets
✓ Quality of Life: Enjoy world-class infrastructure, safety, and lifestyle amenities.
✓ Investor-Friendly: Secure & transparent investment environment with strong legal protections
OUR SERVICES:
✓ Expert Consultations: Tailored advice on the best residential & commercial properties to suit your investment goals
✓ End-to-End Support: From visa assistance to utility activation, we handle all post-purchase services
✓ Curated Selection: Personalized property searches, deal negotiations, and mortgage support
✓ Professional Management: Comprehensive management services for both short & long-term rentals
➤ Fill out the form now! Let our experts guide you to the perfect investment property.
Experience the pinnacle of luxury and high returns with Dubai's booming real estate market. Start your investment journey with properties from just $144,000.
Why Choose Dubai for Your Investment?
✓ 10-Year Golden Visa: Long-term residency in one of the world's most dynamic cities
✓ Global Connectivity: Benefit from Dubai’s strategic location, connecting you to major global markets
✓ Robust Economic Growth: Tap into one of the world's fastest-growing real estate markets
✓ Quality of Life: Enjoy world-class infrastructure, safety, and lifestyle amenities.
✓ Investor-Friendly: Secure & transparent investment environment with strong legal protections
OUR SERVICES:
✓ Expert Consultations: Tailored advice on the best residential & commercial properties to suit your investment goals
✓ End-to-End Support: From visa assistance to utility activation, we handle all post-purchase services
✓ Curated Selection: Personalized property searches, deal negotiations, and mortgage support
✓ Professional Management: Comprehensive management services for both short & long-term rentals
➤ Fill out the form now! Let our experts guide you to the perfect investment property.