Saracens Financial Consultants

Nestled in the heart of Alstonville, Saracens is a boutique financial consulting firm dedicated to empowering individuals and families to achieve financial clarity and security. With an unwavering commitment to affordability, honesty, and independence, we guide our clients towards a secure and prosperous future.

Our History

Born from a desire to provide accessible and comprehensive financial guidance, Saracens emerged in 2021 as a trusted partner for individuals seeking to navigate the complexities of wealth planning. Our team of experienced professionals believe financial planning should be clear, transparent, and tailored to each client's unique circumstances.

Our Philosophy

At Saracens, we strongly believe in building relationships with our clients. We take the time to understand your unique aspirations, financial goals, and concerns. Our personalized approach ensures that your financial plan is tailored to your specific circumstances and adapts to your evolving needs.

Our Team

Our team consists of seasoned industry professionals with diverse expertise in superannuation, investment advice, wealth accumulation, life insurance, estate planning, and aged care solutions. We are committed to providing clear and concise explanations, ensuring you understand every step of the financial planning process.

How We Work With You

We believe collaboration and open communication are fundamental to successful financial planning. We work alongside you, actively listening and understanding your goals. Together, we will develop a tailored financial roadmap that aligns with your aspirations and values.

The Planning Process

Our comprehensive planning process involves:

• Thorough review of your current financial situation
• Identification of your financial goals and aspirations
• Development of a personalized financial plan
• Implementation of strategies and ongoing review

Why Choose Us?

• Affordable and accessible advice: We prioritize transparency and affordability, making high-quality financial planning accessible to everyone.
• Independent and unbiased: We are not tied to any specific products or providers, allowing us to find the best solutions for you.
• Personalised attention: Your goals and needs are unique, and we tailor our advice accordingly.
• Results-oriented: We focus on delivering tangible outcomes that align with your financial aspirations.