We have considerable experience and expertise for a small firm through our partners'​ prior involvement in large international firms. We know when to refer to specialists to get the best result for our clients and we know who to refer to.All our clients have one main point of contact, a dedicated partner, not only to oversee and manage all the services we provide, but also to understand their financial affairs and help them to achieve their personal goals. By building strong relationships with our clients we ensure that we understand their needs and goals and their financial affairs and businesses so that we can provide relevant recurring services and, when required, one-off special services. We focus our services on helping our clients grow and keep their wealth through better financial planning and management of their retirement savings and investments - including self-managed superfunds, budgets, cash flow, investment strategies and risk insurance.

Website: fosterraffanfinancialservices.com

Employees: 5 - 9

HQ: N/A

Location: North Sydney, NSW, AU

Revenue: 1 - 2.5 Million

Foster Raffan Financial Services is a reputable financial services firm located in North Sydney, Australia. With a team of experienced partners who have worked in large international firms, the company offers a range of financial services, including financial planning, investment strategies, risk insurance, and retirement savings. Their mission is to provide personalized services to their clients, helping them grow and manage their wealth effectively. The company's unique approach is centered around building strong relationships with their clients, understanding their financial affairs, and providing relevant recurring services and one-off special services as needed. They prioritize communication and transparency, ensuring that their clients have a dedicated partner who oversees and manages all services provided. This personalized approach has earned them a reputation for excellent service and expertise in the financial services industry.

We have a lot of experience and knowledge in our field, which we use to help our clients achieve their financial goals. We know when to bring in specialists to get the best results for our clients, and we know who to contact for different services. Each client has a dedicated partner who oversees and manages all the services we provide, as well as understanding their financial situation and helping them achieve their personal goals. We build strong relationships with our clients to understand their needs and goals, and to provide ongoing services and one-time special services when needed. Our focus is on helping our clients grow and protect their wealth through better financial planning and management of their retirement savings and investments, including self-managed superfunds, budgets, cash flow, investment strategies, and risk insurance.