Financial Planning Expert Pty Ltd
Financial Services - Caulfield North, Victoria, Australia
Financial Planning Expert Pty Ltd Employees
Financial Planning Expert Pty Ltd Details
Financial Planning Expert is an independent financial advice business.We specialise in working with employees, business owners and retirees that understand the value of independent financial advice. Our objective is to help you make smart decisions with your money so you can achieve your financial goals. We listen to your issues and take the time to understand your needs and values. We work hard to educate you, we explain all your available options, and we guide you through the decision-making process. We can help you with all your advice needs whether your situation is straight-forward or highly complex. We are experts in superannuation and retirement planning, life and income protection insurance, investment strategy, business succession planning, tax minimisation, asset protection and estate planning.We stand out from our competitors because we are one of the few genuinely independent financial advice firms in Australia. In fact, in January 2012, there were 18,000 licensed financial planners in Australia and less than 40 were independent. We are therefore unique and provide a very exclusive service for our clients. As an independent financial advice business we can advise you without restriction or influence. Our independence also means that the only payment we receive is from you, the client. We don't accept commission payments from third parties. We believe in providing advice that can be trusted, so we put your interests before our own, every time.
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