3 Best Financial Services in Bathurst

“Ben Whitwell is a financial planner at FinAdvice Financial Planning. He is a seasoned and highly experienced financial planner passionate about helping individuals achieve their financial goals. With over 20 years of experience in the field, he has become a trusted adviser to clients seeking economic stability and prosperity. FinAdvice Financial Planning helps you identify your goals and actively work with you to find ways of achieving those targets. They use their experience to provide financial advice specifically written for you. They prefer to charge an agreed fee via a fee-for-service arrangement. They serve Orange, Lithgow and Central West NSW.”

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“Swift Business Solutions is a regional finance planning firm. They specialise in working with the owners of small to medium sised businesses. They provide strategies and investment planning to help clients achieve clarity, confidence, and choice regarding their financial future.They have particular expertise in working with self-employed clients and Self-Managed Superannuation Funds. Their team is committed to providing professional services of the highest quality, and they pride themselves on being responsive and approachable. Swift Business Solutions' planning strategies focus on building wealth through active income generation, long-term market investments and low, transparent fee structures.”

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“Spencer Fuller & Associates is a dedicated financial planning company. Bernard Begg is the managing director. He has over 14 years of experience in the Banking and Financial Services industry and has been providing professional planning advice for over 20 years. They are passionate about helping businesses and individuals achieve their financial and lifestyle goals. They aim to build long-term partnerships with their clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. Their team is committed to educating clients and enabling them to make informed financial decisions. Spencer Fuller & Associates believe everyone deserves the chance to maximise their economic potential and lead a fulfilling lifestyle.”

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