FinAdvice Financial Planning, an independently owned financial planning firm located in Bathurst, specializes in providing expert retirement and pre-retirement financial planning guidance. At the helm of this firm is Ben Whitwell, a certified financial planner with a wealth of experience and a deep passion for assisting individuals in reaching their financial goals. Boasting over two decades of experience, Ben has earned clients' trust, seeking stability and prosperity in their financial endeavours. With a meticulous approach to financial planning and an in-depth understanding of the industry, Ben guides clients through the intricate landscape of investments and retirement planning. The professional team at FinAdvice Financial Planning invests time in meaningful conversations with clients, getting to know them, understanding their concerns, and thoroughly assessing their situations. Their approach aims to demystify complexity, allowing clients to understand and achieve their financial goals, actively manage their finances, and experience peace of mind. FinAdvice Financial Planning is dedicated to mapping clients' financial futures, identifying potential issues, devising strategies for a competitive edge, and delivering solutions to economic challenges. Leveraging years of experience, the team establishes lifelong relationships with clients, guiding them through the changes brought about by shifting circumstances. Whether clients prefer ongoing financial advice or a one-time consultation, FinAdvice Financial Planning is committed to providing the assistance needed to navigate the complexities of financial planning.
UNIQUE FACTS:
• Worry-free Retirement.
• No-charge Consultation.
• Online Appointments.
• On-site Services.
• Qualified Financial Planner.
3 Best Financial Services in Bathurst, NSW
Expert recommended Top 3 Financial Services in Bathurst, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
FINADVICE FINANCIAL PLANNING REVIEWS
In a very short time, Ben has informed, acted and produced pathways for our retirement. He and his staff have worked diligently to make our transition from work to 'life after work' so very simple. We have been so lucky to find Fin Advice Financial Planning.
Ben Whitwell and the whole team are great people. They are excellent in their field. They are great financial planners.
Ben Whitwell is top bloke, knowledgable and a true gent.
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Swift Business Solutions, a privately owned fee-for-service financial planning firm based in Bathurst, is led by Nicholas Barrett, the managing director of this esteemed financial service provider. The experienced financial planning team at Swift Business Solutions offers various services, including financial planning, training, consultancy, and support, specifically tailored for small to medium enterprises (SMEs). Their specialization lies in working with self-employed clients and Self-Managed Superannuation Funds. Recognizing the unique challenges SME owners face in achieving healthy businesses, secure assets, and improved quality of life, Swift Business Solutions is dedicated to assisting them in realizing their financial and lifestyle goals with clarity, choice, and confidence. The team is committed to delivering professional services of the highest quality and takes pride in their responsiveness and approachability. Swift Business Solutions strives to enhance investment returns, streamline business operations for greater efficiency, strengthen the bottom line, and establish a stable income stream for the long term. They devise long-term strategic investment plans spanning ten years or more, focusing on diversification, academic research, and minimizing fees to maximize returns. Swift Business Solutions provides comprehensive, long-term strategic financial planning that involves investing accumulated wealth and accelerating active income sources.
UNIQUE FACTS:
• Clarity, Confidence And Choice.
• Fee For Service.
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Working Hours:
Sat & Sun: Closed
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SWIFT BUSINESS SOLUTIONS REVIEWS
Nic made us feel at ease, was a great communicator and gave clear personalised advice. We now feel much more informed about our finances and future investments.
Very engaging experience. I understand everything so much more now! Nick was a great communicator.
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Spencer Fuller & Associates, a reputable financial advice business in Bathurst, is led by Bernard Begg, the Managing Director with over 14 years of experience in the Banking and Financial Services industry. With a legacy spanning over two decades, their team is committed to delivering professional planning advice. Dedicated to empowering their clients, Spencer Fuller & Associates strongly emphasises education, ensuring individuals can make informed financial decisions to maximize their financial potential and lead fulfilling lifestyles. The team, driven by passion, works towards helping both businesses and individuals achieve their financial and lifestyle goals. Their objective is to establish enduring partnerships with clients, aiding them in building, protecting, and managing their wealth and lifestyle for themselves and their families. The investment advisors at Spencer Fuller & Associates guide you in choosing the right investment strategy and planning for retirement. The firm aims to empower individuals to realize their full potential through innovative financial solutions. Building long-term relationships allows their professionals to understand clients' unique needs and provide tailored solutions to their challenges. Striving to surpass client expectations, Spencer Fuller & Associates delivers exceptional value through education, support, and personalized guidance. This approach enables clients to achieve their financial goals and lead fulfilling lives, reinforcing the firm's commitment to exceeding expectations and fostering long-term success.
UNIQUE FACTS:
• Online Services Available.
• Help For Businesses And Individuals.
• Innovative Solutions.
• Personalised Guidance.
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Contact:
Working Hours:
Sat & Sun: Closed
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SPENCER FULLER & ASSOCIATES REVIEWS
Appreciation they say is an application for more. If i fail to acknowledge you it'll shows how ungrateful i am. I can't be less grateful to a woman who God has used in blessing me and my family in general. I was introduced to Mr John Dollerry few months back Right now I know how much I can boast of about my financial state. He helped me with the little capital I invested with and I made so much profit for myself and my family. Thank you so much Mr John Dollerry, and if you are also finding it difficult trading for yourself contact him now.
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