WE CREATE PERSONALISED FINANCIAL ADVICE FOR YOU, YOU ARE OUR FOCUS
Carrington Financial Services is a family-focused, strategy-driven financial planning practice dedicated to helping you achieve your financial and lifestyle goals. With over 25 years of experience, we guide individuals and families towards a secure and fulfilling financial future.
Our Mission
Our mission is to remove the uncertainty from the future by providing tailored financial strategies that align with your individual needs and aspirations. We believe in building strong, long-term relationships with our clients, offering personalized guidance and support every step of the way.
Our Expertise
Our team of experienced financial planners offer a comprehensive range of services to cater to your unique needs:
Superannuation
- Maximize your contributions and benefits
- Tax-effective strategies to grow your retirement savings
Retirement Planning
- Develop a personalized roadmap to achieve your dream retirement
- Explore various options and tailor a strategy that suits your needs
Investments
- Build and diversify your wealth over the long term
- Develop a customized investment plan aligned with your goals and risk tolerance
Personal Insurances
- Find the right coverage to protect you and your family from unforeseen circumstances
- Review your existing policies and ensure you have adequate protection
Centrelink Liaison Services
- Simplify the process of navigating the Centrelink system
- Assistance with claiming eligible benefits and rebates
SA Ambulance Officers
- Understanding your unique workplace benefits and strategies to balance your busy schedule
Personalized Financial Guidance
Every day, we meet with individuals who are facing similar anxieties about their financial future. We understand each client's unique situation and work with them to:
- Identify their financial goals and aspirations
- Assess their current financial situation
- Develop a customized plan to address their specific needs and concerns
Building Lasting Relationships
We believe in fostering long-term relationships with our clients. This extends beyond just financial transactions. We value open and honest communication, offering a supportive and comfortable environment where you can feel comfortable discussing your concerns and aspirations.
Excellent Experiences with Carrington Financial Services
Trustworthy Guidance
Reviewers praise Heather Jensen and her team at Carrington Financial Services for their exceptional guidance and support in planning for retirement. They appreciate the firm's caring approach, which has helped them refine their existing finances and set a plan for a secure retirement.
Professional and Supportive Advice
The advice provided by Carrington Financial Services is described as professional and supportive, with one reviewer referring a family member to the firm and receiving outstanding feedback. The team is commended for their expertise and dedication to helping clients achieve their financial goals.
Highly Recommended
All reviewers highly recommend Carrington Financial Services, with one reviewer stating that the firm is the "best in the business" for achieving financial peace of mind.
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