Empowering Your Financial Future
Welcome to Precept Financial Services, your trusted partner for financial advice and planning in Esperance, Western Australia. Our team is dedicated to helping you grow and protect your wealth through specialist advice in superannuation, investment, and life insurance.
Who We Are
Located in the heart of Esperance, we are a local business with national expertise. Our team is led by Greg McQueen, a CERTIFIED FINANCIAL PLANNER with over 25 years of experience in the financial services industry. Greg has held positions with prominent companies such as Perpetual, The Bank of New York, and Merrill Lynch, and has worked in both Australia and overseas. He is a LIFE RISK SPECIALIST with the Financial Planning Association of Australia and an Authorised Representative of Charter Financial Planning Limited.
Our team also includes Janet Brown, a highly experienced financial services administrator with over 30 years of customer service experience. Janet previously worked with Westpac and brings a wealth of knowledge and expertise to our team.
Our Services
At Precept Financial Services, we offer a range of services designed to help you achieve your financial goals. These include:
- Superannuation and Retirement Planning: We can help you grow your superannuation and plan for a comfortable retirement. Our team can provide advice on superannuation strategies, retirement income streams, and Centrelink benefits.
- Diversified Investment Portfolios: Our team can help you create a diversified investment portfolio that is tailored to your individual needs and risk profile. We can provide advice on a range of investment options, including shares, managed funds, and property.
- Income Protection, Life, Disability, and Critical Illness Insurance: We can help you protect your income and assets with a range of insurance products. Our team can provide advice on income protection, life, disability, and critical illness insurance, and can help you find the right policy for your needs.
Our Partners
Precept Financial Services is a proud partner of Precept, a Western Australian-operated financial planning practice headquartered in Perth. By partnering with Precept, we are able to gain access to market-leading support, education, and technology. We are also proud to be a part of the Charter Financial Planning network, which has over 300 financial planning practices across Australia. Charter provides our business with back-office support and processes, allowing us to focus on improving the lives of our clients.
Our Community
At Precept Financial Services, we are proud to be part of the Esperance community. We are pleased to sponsor and be involved with a number of local clubs and organisations, including the Esperance Bay Yacht Club and the Pink Lake Country Club.
Explore the Services We Offer
If you are looking for expert financial advice and planning in Esperance, look no further than Precept Financial Services. Contact us today to identify your goals and create a tailored plan for your financial future.
Overall Impression
It appears that the reviewers have had an overwhelmingly positive experience with Greg's financial services. They have used his services for an extended period and have consistently praised his professionalism, caring nature, and expert advice.
Professionalism and Advice
Greg is described as "very professional" and "one of the straightest guys around" who provides "very sensible guidance" and "balanced and helpful" advice. His knowledge of financial products and ability to understand his clients' financial goals and risk appetite has been praised. His communication style is also appreciated, with reviewers commenting on his ability to listen and provide guidance via phone or email.
Results and Satisfaction
The reviewers have reported positive results from using Greg's services, with one stating that they would not be in their current financial situation without his advice. They have also expressed their willingness to strongly recommend him to others in similar situations.
Conclusion
The reviews suggest that Greg's financial services are highly regarded and that he is a trustworthy and competent advisor. His ability to provide expert advice, his professionalism, and his willingness to listen to his clients' concerns have all been praised.
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