FinAdvice Financial Planning
Financial Services - Bathurst, New South Wales, Australia
FinAdvice Financial Planning Employees
FinAdvice Financial Planning Details
Our Vision* To be the trusted partner for rural and regional Australians seeking improved financial wellbeing through long-term, personal, mutually beneficial, and continually deepening financial advice relationships. * To be an employer of choice, offering flexibility between workplace responsibilities and personal goals.Our Core values* Absolute honesty and transparency* Everything centres on the client's best-interest* Adviser, staff and client accountability for meeting agreed commitments* Strong interpersonal relationships are vital for providing appropriate and quality advice* We must provide clear recognisable value, every timeBusiness SummaryWe are a specialist financial planning practice servicing pre-retirees, retirees, wealth accumulators and families in and around the Bathurst and the Central West of NSW. We also work with selected Sydney clients and interstate clients via a combination of face-to-face meetings, telephone and on-line solutions. All advice is personal and specific to your needs. Your life and the world around you are always changing, so it is important that you have a financial plan that is specifically designed to reflect your life and your goals. All fees are as agreed and on a fee-for-service basis.We are a privately owned and operated practice, are active supporters and a member of the Financial Planning Association (FPA). We are authorised representatives of SIRA Group Pty Ltd.
FinAdvice Financial Planning Technologies
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