
Cherry Tree Financial Planning
- Investment & Wealth Management
- Fremantle, WA
Company Overview
Lisa Gavranich has been working in the financial planning industry for over 25 years. Her expertise includes retirement planning, superannuation, wealth protection and assisting her clients with Centrelink and other external professionals. Since starting her own financial planning practice, Lisa has developed many meaningful relationships with clients who value her easy to understand style and trust her professional financial advice. At Cherry Tree Financial Planning, Lisa takes a genuine interest in uncovering those things that are really important to her clients and invests the necessary time that’s required to help them reach their financial goals. “It is our aim to maximise the wealth potential that your circumstances allow and help you to manage your financial affairs more efficiently, so you can look forward to and enjoy a secure, comfortable retirement.”
Services & Expertise
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Service Focus
- Risk Management25%
- Retirement Planning25%
- Wealth Management25%
- Asset Allocation25%
Service Area
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