Financial Services - Robina, QLD, AU
Qualified – Relevant – ProfessionalOur success is in knowing that our clients have achieved their financial goals and are in control of their lives and their futures.Introduction / Home:Welcome to Orbit Financial Services, a boutique, innovative and professional financial services company located on the Gold Coast. Our clients are our priority. We recognise that everyone has unique life circumstances and responding to each client's individual needs and requirements demands our dedicated attention. We believe that relieving financial stress is one of the most important things we can do for our clients and a responsibility we take seriously. We offer a wide range of financial services with expertise across all areas of financial planning including:• cash flow management• wealth creation and asset protection strategies• superannuation and self-managed superannuation strategies SMSFs• retirement planning• estate planning Regardless of whether you are just starting out, living in retirement or somewhere in between, Orbit Financial Services can help you.About Us:We are a small but dedicated team, providing holistic and strategic advice to our clients. Our Senior Financial Adviser, Alison Crawford, provides quality, tailored advice and has an unbridled passion for her clients. Alison is driven by the need to enhance the lives and future wellbeing of our clients.We believe an effective financial planning strategy looks at ‘the big picture' taking into account all facets of our client's individual needs, current obligations as well as their financial goals and lifestyle aspirations for the future.When we plan a financial strategy for a client, we ensure that every part of the plan is working together to achieve the best possible outcome for our clients. We recognise that a good financial strategy can a positive impact on our client for the rest of their lives, so it's a responsibility we take very seriously.We are passionate about delivering sound advice and developing strong relationships. We pride ourselves on the delivery of friendly, professional and efficient services; offering specialised advice tailored to each client's individual circumstances to help them achieve their goals and objectives.
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