Escape to the Mornington Peninsula, where memories await
At Econ Financial Services, we are dedicated to helping individuals and families preserve and grow their personal wealth. Our boutique financial planning firm, located in the heart of Sydney's CBD, has been providing expert advice since 1998. With our own Australian Financial Services Licence granted in 2005, we specialise in wealth creation and wealth preservation, committed to delivering tailored financial solutions to meet our clients' specific needs.
Our Story
Our journey began with a simple yet profound mission: to empower individuals and families to achieve their financial goals. Over the years, we have grown to become a trusted and respected financial services firm, dedicated to providing expert advice, exceptional customer service, and tailored financial solutions. Our team of experienced professionals, led by Directors Alex Dimos, George Shahinian, and Financial Adviser Alfred Hung, are committed to delivering superior customer service, ensuring our clients receive the best possible guidance and support.
Our Services
We offer a range of financial services designed to cater to the unique needs of our clients. Our expertise includes:
- Investment Advice: Our experienced team provides expert guidance on investment strategies, tailored to our clients' individual goals and risk tolerance.
- Superannuation Solutions: We specialise in Self-Managed Superannuation (SMSF) solutions, providing our clients with the knowledge and expertise to make informed decisions about their superannuation.
- Retirement Planning & Aged Care Solutions: Our team helps clients navigate the complexities of retirement planning, ensuring they are adequately prepared for this critical stage of their lives.
Our Partners
At Econ Financial Services, we believe in the importance of building strong partnerships. We work closely with our clients, understanding their unique goals and aspirations, to develop tailored financial solutions that meet their specific needs. Our partners share our commitment to excellence, and together, we strive to deliver exceptional results.
Meet the Team
Our team of professionals is dedicated to delivering exceptional service and expertise. Meet our Directors, Alex Dimos and George Shahinian, and Financial Adviser, Alfred Hung, who are committed to providing superior customer service and tailored financial advice.
Overall Experience
The reviewers have had an exceptional experience with Paul and his team at Econ Finance, with both reviewers giving a 5-star rating.
Quality of Service
The team at Econ Finance have been praised for their exceptional service, with reviewers stating that they go above and beyond to get the job done. The service is described as 5-star, with the team being highly recommended for financial needs.
Personal Touch
The reviewers have appreciated the personal touch provided by Paul and his team, with one reviewer stating that they are always available to speak to and happy to answer any questions. This has led to a strong sense of trust in the team's recommendations.
Long-term Relationships
One reviewer has praised the team for their long-term support, stating that they have continued to receive advice on financial decisions beyond the initial purchase of their first home.
