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 to
We 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.
Company Details
- Employees
- 9
- Founded
- 2010
- Address
- Level 11, 99 York Street,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialadvisor.com.au
- Keywords
- Financial Planning, Investment Advice, Wealth Accumulation, Retirement Planning, Investment Property, Self Managed Super Funds.
- HQ
- Sydney, NSW
Financialadvisor.com.au Questions
Financialadvisor.Com.Au's website is financialadvisor.com.au
Financialadvisor.Com.Au's LinkedIn profile is https://au.linkedin.com/company/financialadvisor-com-au
Financialadvisor.Com.Au has
9 employees.
View email and phone details for 9
employees at Financialadvisor.Com.Au.
Financialadvisor.Com.Au's industry is
Financial Services
Financialadvisor.Com.Au's top competitors are
Vision Intelligence,
Apt Wealth Partners,
Edgewater,
Pivot Wealth,
Kauri Asset Management,
Kosec - Kodari Securities,
Collins St Asset Management,
Remara,
Maqro,
Pinnacle Investment Management Group.
Financialadvisor.Com.Au's categories are Financial Services
Financialadvisor.Com.Au's founding year is 2010
