Holley Lucey

Millennium Wealth Advisory

Bronze

13 Yrs Experience

Carrara, QLD 4211

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The path to achieving Financial Freedom can sometimes be quite a journey, but we believe it’s a journey best taken together. Whether you want to fulfil a lifelong dream or leave a legacy for future generations, I can help you achieve your goals.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Borrowing
Tax Strategies
Growing Assets
Budgeting

We offer a flat fee structure, based on the advice provided. All fees are disclosed upfront and agreed to prior to commencement of any work.

5.00 September 2020

Holley has provided us with financial advice and guidance for several years now. Areas covered have included shares and investments, insurance/protection coverage, transition to retirement and superannuation strategies. Holley has always provided us with clear and detailed information, allowing us to make informed decisions relating to our financial planning targets. Her advice has always fully met our needs and we continue to have full confidence in Holley's experience and expertise.

5.00 August 2020

Holley has given me advice in areas including loan products, self managed super funds and managing debt. Holley was usually able to explain things to me in a clear way. Through Holley's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Holley's full care and attention when I needed it.