Coffee With Geet Financial Retreat
Financial Services - Brisbane, Queensland, Australia
Coffee With Geet Financial Retreat Employees
Coffee With Geet Financial Retreat Details
We are one of the few fee-only Independent Financial Planning businesses in Brisbane.Our goal is to make a positive impact on your life by providing independent, transparent, unbiased advice. We take no commissions, asset-based or percentage of investment fees or incentive payments, and have no affiliations or ownership links with third parties and product manufacturers. That means you can be rest assured that we have nothing to gain by referring you to other providers, working with certain people or having a bias towards certain products. We only work for our clients, avoiding any conflicts of interest and focussing on giving the best advice. We take a unique approach to financial planning whereby we provide holistic financial life advice. We focus on our client's personal wellbeing, their relationship with money and what financial freedom means to them. We believe that financial planning is not about the product or sales, but it's about achieving your life goals by building a long-term client-advisor relationship. Each client has different needs which requires a deeper understanding of the client's life, their aspirations, values and what is important to them. We follow a step by step process to uncover their individual personal and financial goals. This results in a personalised investment and financial plan for each client.
Coffee With Geet Financial Retreat Technologies
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