Empowering You to Achieve Financial Freedom
At our financial planning firm, we understand that managing your finances can be a daunting task. That's why we're committed to providing expert guidance and personalized service to help you achieve your financial goals. Our team of experienced financial planners will work closely with you to understand your unique circumstances, identify areas for improvement, and develop a tailored plan to help you succeed.
Our Services
We offer a comprehensive range of financial planning services designed to cater to the diverse needs of our clients. Whether you're looking to save for retirement, invest in the market, or simply manage your day-to-day expenses, we've got you covered. Our services include:
- Financial planning: We'll work with you to create a personalized financial plan that aligns with your goals and objectives.
- Investment management: Our experienced investment advisors will help you make informed investment decisions that align with your risk tolerance and financial goals.
- Retirement planning: We'll help you develop a comprehensive retirement plan that ensures you have the financial resources you need to live the lifestyle you want.
- Superannuation: Our experts will help you navigate the complex world of superannuation and make the most of your retirement savings.
- Estate planning: We'll work with you to develop a comprehensive estate plan that ensures your assets are protected and your loved ones are provided for.
- Tax planning: Our tax experts will help you minimize your tax liability and maximize your financial returns.
Our Mission
Our mission is to provide exceptional financial planning services that empower our clients to achieve their financial goals and live the life they deserve. We're committed to building long-term relationships with our clients, providing expert guidance and support every step of the way.
Our Values
At our financial planning firm, we're guided by a set of core values that shape everything we do. These values include:
- Integrity: We're committed to integrity in all our dealings, ensuring that our clients receive honest and unbiased advice.
- Expertise: Our team of experienced financial planners are dedicated to staying at the forefront of industry developments, ensuring that our clients receive the most up-to-date and effective advice.
- Personalized service: We understand that every client is unique, and we're committed to providing personalized service that meets their individual needs and goals.
- Trust: We're committed to building trust with our clients, ensuring that they feel confident and secure in our ability to manage their finances.
Charges and Fees
Barry Fletcher's review is one of frustration and discontent. He rates the company 1 star and would not recommend them to anyone, let alone his worst enemy. His main gripe is the exorbitant fees and charges they charge. In his case, it was $600 to change the ownership of a small parcel of shares, which he found to be outrageous.
Price and Value
The review highlights that the company's charges are not reasonable, and customers are expected to pay hefty sums for even the smallest of transactions. This has a direct impact on the overall value that clients can expect to receive from the company's services.
Overall Experience
The review overall paints a negative picture of the company, with Barry expressing his disappointment and distrust towards the organization. His experience was marred by excessive charges, which led him to leave a scathing review.
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