Terry Lee Financial Planners Small Businesses

We follow a MGK approach – you MAKE the money we help you GROW it and you get to KEEP it. My financial planning business has been helping West Australians become financially free since 1988. I have served over 2000 clients from my own premises in Applecross. I'm here to uplift you from a financial lightweight to heavyweight, even the middleweight can apply. I provide financial education through seminars to my clients. Continuous education is the key to success. I am the owner/licensee as well as the adviser. My motto is “customers are treated like god”. Your calls and emails will be returned within 24 hrs.