Quadrant Financial Planning is a regionally based financial planning business with a close-knit family feel, located in the heart of Wodonga. Guided by a team of experienced professionals, we are dedicated to empowering our clients to achieve their financial aspirations, mitigate risks, and plan for their future.
Who We Are
Our team of experienced financial planners, led by Stephen Coulston, holds industry qualifications and a deep understanding of various financial aspects such as superannuation, retirement planning, investments, risk management, and estate planning. We take a personalized approach to financial planning, tailoring our strategies to each client's unique needs and circumstances.
Our Mission
Our mission is to provide our clients with:
- Comprehensive financial planning and guidance
- Clear and personalized communication
- Access to a wide range of financial products and services
- A strong commitment to confidentiality and professionalism
Our Services
Quadrant Financial Planning offers a comprehensive range of services covering all aspects of personal and business financial planning. These include:
Superannuation & Retirement Planning
- Personal Superannuation
- Corporate Superannuation for employers
- Self-Managed Superannuation Funds (SMSF)
Investment & Wealth Management
- Investment planning and portfolio management
- Direct Shares trading
- Savings and wealth creation strategies
Risk Management
- Personal risk insurance (e.g., life insurance, income protection)
- Estate planning considerations
Personal & Business Advice
- Salary packaging advice
- Mortgage and lending advice
- Centrelink advice and maximization strategies
- Aged Care planning
Our Values
At Quadrant Financial Planning, we believe in:
- Integrity: We uphold the highest ethical standards and transparency in our dealings.
- Client-centeredness: We prioritize client needs and put their interests first.
- Expertise: We stay updated with the latest financial trends and regulations to provide our clients with the best possible advice.
- Professionalism: We maintain a high level of confidentiality and responsiveness in our interactions.
Overall Experience
The reviews collectively suggest a positive experience with Quadrant and Stephen Coulston, who provides a high level of expertise, care, and helpfulness.
Professionalism and Competence
Reviews highlight Stephen Coulston's professionalism and competence, with one reviewer stating that they are "very competent, caring and helpful".
Be the first to review Brenden Maclean.
Write a Review