Renouf & Partners Financial Planning
Financial Services - Breakwater, Victoria, Australia
Renouf & Partners Financial Planning Employees
Renouf & Partners Financial Planning Details
Renouf & Partners is a boutique financial planning practice, located within Geelong and Surf Coast regions. Whist we are based within the City of Greater Geelong and Surrounds, we use a variety of modern communication techniques to communicate with our clients, locally, intra and interstate. Renouf & Partners promote an educational and consultative style of financial planning whilst providing an exceptional customer service. To start we attend an in home/office**investigative first meeting (Fact Find), we then provide the client with a personalized financial plan and strategy document (Statement of Advice). Our third meeting with the client is an implementation meeting. Following the implementation of our agreed strategies, we proactively manage and review your portfolio regularly to ensure your financial goals and objectives remain on track. Day to day life provides a myriad of challenges, buying a new home, getting married, having children, changing or starting your investment strategy, superannuation, death of a partner, inheritance, redundancy and retirement all require financial advice and need to be considered in a holistic approach to your financial goals and objectives. Renouf & Partners will provide you with a solid foundation and ongoing assistance to achieve these goals and objectives. (**where possible, location dependant) Adam Renouf is the Managing Director and Senior Financial Advisor at Renouf & Partners. Adam has a management background in Business Management, Financial Planning, Mortgage Broking and Property which has spanned over 17 years. With this experience, his ethical principles and the moral obligation to the client, Renouf & Partners provide a proactive, research based solution in a boutique environment to their clients.
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