SEQ Advice is a prominent financial planning practice that serves clients from diverse backgrounds, primarily in the South-East Queensland region. As the Managing Director and Senior Financial Adviser, Bill Beimers leads the team with a family-oriented approach. Bill, who resides in the Bundaberg district with his wife, Lisa, heads a group of seasoned professionals deeply committed to the best interests of their clients. The highly qualified Financial Advisers at SEQ Advice possess the knowledge and experience to address various financial concerns. Emphasizing a personalized approach, their team focuses on attentive listening, understanding, and genuine care for your needs. Accountability is a key aspect of their service, ensuring that clients remain on the path to achieving their financial goals. The committed team of Financial Advisers aims to comprehend your life aspirations precisely, offering tailored strategies to guide you toward your objectives. Their dedication extends to being a group of Financial Services Professionals passionate about their respective fields of expertise and, above all, dedicated to enhancing their clients' lives through high-quality Financial Advice and services. With conveniently located offices in Brisbane and Bundaberg, SEQ Advice is accessible to clients seeking reliable financial guidance.
UNIQUE FACTS:
• Exceptional Personal Service.
• Ongoing Support.
• Knowledge & Experience.
• A Holistic Approach.
3 Best Financial Services in Bundaberg, QLD
Expert recommended Top 3 Financial Services in Bundaberg, Queensland. 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.
SEQ ADVICE REVIEWS
I was recommended to Justin at SEQ by my financial advisor who told me he was one of the best brokers he’s worked with. My partner and I would highly recommend Justin, he’s has been there from the very start with sorting out any questions we had about finance and looking at buying land. He has guided us throughout the home loan application and did all the heavy lifting. I cannot recommend a better mortgage broker and company to help with your financial needs.
Extremely impressed with Bill and his professionalism with recent business dealings. A very pleasant transaction and highly recommend Bill for his service, very responsive and an expert in his field.
I have been using SEQ advice for several years now great service well equipped and very knowledgeable. Highly recommend there services to get you on the right financial path.
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Nicholls Wealth Solutions Pty. Ltd. stands as a family-oriented Financial Planning Practice led by the dedicated expertise of Naomi Nicholls, who serves as the Practice Principal and Senior Financial Adviser. A passion for their respective fields drives the team. It is committed to assisting clients in gaining clarity on their goals while taking an unbiased look at their financial situation. The primary objective is to provide uncomplicated advice grounded in sensible, customized strategies, allowing clients the peace of mind to concentrate on transforming their dreams into reality. In an era where navigating intricate tax and super regulations, researching new investment opportunities, and meeting legal obligations are increasingly challenging, Nicholls Wealth Solutions assists. The team aids clients in defining their goals and translates them into a comprehensive plan, ensuring the realization of their aspirations. Ongoing training at the highest levels is a commitment undertaken by all advisers and planning assistants, ensuring they remain at the forefront of the dynamic financial planning industry. With exclusive in-house computer software programs, Nicholls Wealth Solutions conducts regular reviews of client investments. Clients can securely track their investment portfolio performance and overall financial positions through the user-friendly design of their website, providing convenience and peace of mind from the comfort of their homes.
UNIQUE FACTS:
• Free Online Tools.
• Discovery Phone Call.
• Tailored Advice.
• On-site Services.
• Quality Advice For Over 23 Years.
• Initial Advice Appointment.
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Working Hours:
Sat: By Appointment
Sun: Closed
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NICHOLLS WEALTH SOLUTIONS PTY. LTD. REVIEWS
I have been a client with Naomi for over 10 years now, I now have more money than when I retired & I live very comfortably. I look forward to our meetings & discussions but particularly like that she is always accessible, my finances are explained how I understand and the Christmas party & guest speaker are a highlight each year and something I look forward to. Very satisfied!
Naomi has given me advice in areas including Retirement Income, Wealth Creation and Centrelink. Naomi is able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Naomi's full care and attention when I need.
Naomi answered my enquiries quickly & efficiently. She took the time to explain everything clearly. Would recommend!
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Marriott Emery Wealth Services Pty Ltd is a distinguished financial firm in Bundaberg. Craig Marriott and Peter Emery partnered to deliver professional financial planning services. At Marriott Emery Wealth Services Pty Ltd, clients receive individualized attention and service, emphasizing a client-centric approach. The focus is on aiding clients in expanding their wealth base and achieving their economic lifestyle objectives. Recognizing each client's unique needs and aspirations, the firm provides tailored services that consider both short and long-term goals. The one-on-one attention and service offered by Marriott Emery Wealth Services Pty Ltd is a crucial means to assist clients in growing their wealth and attaining their financial milestones. This personalized approach ensures that clients with diverse needs and wants receive the necessary attention and service to guide them toward their desired financial destinations.
UNIQUE FACTS:
• Tailor-make A Package.
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MARRIOTT EMERY WEALTH SERVICES PTY LTD REVIEWS
We recently made use of Marriott Emery Wealth Services, because we were interested in buying our first house. Greg was exceptional. He knew the ins and outs of everything relating to mortgages. Very organised, honest and reliable to get the job done. Thank you Marriott Emery Wealth Services!!! We will recommend you any day!!!
These guys have been phenomenal for my late husband and I sorting out some complicated financial matters before and after his passing. Carey has been my rock during a scary transitional period and I know 100% I can rely on her for all my future financial dealings. Would recommend in a heart beat.
We highly recommend! Carey was knowledgeable, super efficient, friendly and easy to deal with! We can't thank her enough for making this whole process so simple.
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