Charley Martinez

Financial Adviser & Finance Specialist

PENRITH, NSW

Contact


Precise Wealth Management
23 The Crescent,
Penrith NSW 2750,
Australia

Member of Association of Financial Advisers Logo

Background


  Summary

Charley Martinez from Precise Wealth Management has over 10 years in experience in the financial services industry and he is passionate about engaging, educating and empowering his clients.

Our focus is to help you achieve and the lifestyle you truly deserve.

We believe that Financial Planning (Lifestyle Planning) should be engaging, inspiring, motivational, enjoyable and interactive.
We want to first get to know you better, to understand and help you verbalise your values and to help you identify your personal goals.
In our experience we have found that spending more time at the start getting to understand your values leads to a positive, secure and deeper relationship.

We want to inspire you to do the things you want before it’s too late.

We want to deliver the peace of mind and security of knowing where you are heading financially, and knowing what you need to do to in order to achieve and secure your desired lifestyle.

It is never too late to see a Financial Planner, and the sooner you do, the more time we will have to set the right strategies in place to achieve your long term financial goals.


Bio Alignment

Non institutionally aligned


  Education

ADFP - Advanced Diploma of Financial Planning