Advice Logic QLD is a financial planning business founded by Cassie in 2019, offering personalized and holistic financial services to clients in East Bundaberg. With over 20 years of experience in the Financial Services Industry, Cassie provides tailored step-by-step financial strategies to help clients achieve their goals of wealth creation, retirement planning, estate planning, and risk protection. The business focuses on empowering clients to take control of their finances, make informed decisions, and secure their financial future.
At Advice Logic QLD, the philosophy revolves around the belief that a financial plan is more than just about money; it’s about enabling clients to live life on their terms with confidence and excitement about the future. The business assists clients in managing, growing, and protecting their wealth through services such as superannuation planning, insurance evaluation, effective debt management, and estate planning. Cassie’s hands-on and personal approach allows for a deep understanding of each client’s situation, leading to tailored solutions that make a real difference.
With a commitment to building long-term partnerships and providing proactive and straightforward advice, Advice Logic QLD aims to help clients achieve financial security and independence. By offering education, guidance, and personalized financial planning services, Cassie and her team empower clients to plan for a more comfortable tomorrow, ensuring they can enjoy their lives, leave a legacy for their loved ones, and have peace of mind about their financial future.