Louisa Pitt
Financial Adviser
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About
Louisa Pitt is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Louisa holds a Bachelor of Arts and a Bachelor of Business from the University of Tasmania, both completed in 2019. She further enhanced her expertise with a Graduate Diploma of Financial Planning from Kaplan in 2021, followed by a Margin Lending Accreditation Program from Kaplan in 2022. Louisa is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities. This broad authorization enables her to offer well-rounded financial strategies to suit diverse client needs. Key services Louisa provides: • Superannuation advice, including contributions, consolidation, and pension strategies • Insurance solutions to protect you and your family • Wealth management strategies to grow and preserve your assets • Investment guidance in securities and government debt securities • Strategic advice on Investment Life Insurance and Life Risk Insurance Ready to take control of your financial future? Contact Louisa today to schedule a consultation and discover how her expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Louisa Pitt offer?
Louisa Pitt provides advice on a range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities and government debt securities. She can help you with strategies for wealth creation, retirement planning, and risk management.
What qualifications does Louisa Pitt have?
Louisa holds a Bachelor of Arts and a Bachelor of Business from the University of Tasmania, a Graduate Diploma of Financial Planning from Kaplan, and a Margin Lending Accreditation Program from Kaplan.
How can Louisa Pitt help me plan for my retirement?
Louisa can assist you in developing a comprehensive retirement plan that considers your current financial situation, future goals, and risk tolerance. She can provide advice on superannuation, investments, and strategies to generate income during retirement.
What is the process for becoming a client of Louisa Pitt?
The process typically begins with an initial consultation to discuss your financial goals and needs. Louisa will then gather information about your current financial situation and develop a tailored financial plan. She will explain the plan in detail and work with you to implement it. Regular reviews are conducted to ensure your plan remains aligned with your goals.
What should I expect during my first meeting with Louisa Pitt?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Louisa will listen carefully to your needs and ask questions to gain a comprehensive understanding of your circumstances. This initial meeting is an opportunity for you to get to know Louisa and determine if she is the right financial adviser for you.
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