James CFP's Colleagues at FinancialAdvisor.com.au
James CFP's Contact Details
["611300881818"]
New South Wales, Australia
FinancialAdvisor.com.au
James CFP's Company Details
We specialising in helping people make good financial decision.We typically help time poor white collar professionals between 30-45 sort out their finances and address things that they've been meaning to look at for years such as:- Reviewing costs and trying to save more money each month- Paying more off the mortgage / getting into the property market- Getting advice on tax planning- Doing something better/consolidating super or considering self managed super- Sorting out life insurances- Considering investment into shares and property- a road map to retirement / stage in life where they can work because they like to, not because they have toWe leverage technology and innovation to provide efficient, cost effective financial advisory services to clients. We not only provide financial advice, but we have strong capabilities in project managing the implementation of our agreed actions given the time constraints of our typical clients.We have 5 financial planners, 3 support staff and hold our own financial services licence.Our office is located on Level 3, 49 York Street Sydney and our initial consultation is at no cost.