At White Rabbit Advisory, we specialise in providing empathetic and personalised financial planning services to help you navigate life's pivotal moments with confidence.
Founded by award winning Financial Advisor Nicola Beswick, who transitioned from a legal career to financial advising after her own family's life-changing experience. Our mission is to ensure you never feel lost when facing significant financial decisions.
Our expertise includes:
Insurance Payout Guidance - Assisting you in managing funds from insurance claims, accidents, or injuries, to secure your financial future for the long-term.
Post-Divorce/Single Family Financial Stability - Providing strategies to regain financial balance following divorce, separation, or the loss of a partner.
Inheritance Management - Helping you make informed decisions to align with your long-term goals.
Pre-Retirement Planning - Crafting tailored plans to ensure a comfortable and secure retirement.
Aged Care Financial Decisions - Supporting you in making sound financial choices for your loved ones entering aged care.
We believe in empowering you to focus on what truly matters; living your life without financial worry. Our commitment is to provide the guidance and support you need to achieve financial peace of mind, at any stage in life.
For more information visit our website: https://www.whiterabbitadvisory.com.au/
Nicola Beswick Awards:
Winner - Financial Adviser of the Year, Women in Finance Awards 2024
Winner - Australian Financial Professional of the Year, Australian Financial Industry Awards 2024
Finalist - Thought Leader of the Year, IFA Excellence Awards 2024
Company Details
- Employees
- 1
- Founded
- -
- Address
- Melbourne , Victoria , Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Melbourne , Victoria
White Rabbit Advisory Questions
White Rabbit Advisory's website is http://www.whiterabbitadvisory.com.au
White Rabbit Advisory's LinkedIn profile is https://au.linkedin.com/company/white-rabbit-advisory
White Rabbit Advisory has
1 employees.
View email and phone details for 1
employees at White Rabbit Advisory.
White Rabbit Advisory's industry is
Financial Services
White Rabbit Advisory's top competitors are
Asvw Financial Services Pty Ltd,
The Adviser Platform,
Sustainable Life Solutions,
Beaulife Group,
Dalton Financial Partners,
Blue Harbour Financial Partners,
Nova Wealth Advisers,
Firstpath Financial Group,
Ausure Oncover,
Brandover.
White Rabbit Advisory's categories are Financial Services
White Rabbit Advisory's founding year is 2024
