3 Best Financial Services in Busselton

“Bill O'Byrne and Craig Gibson are the directors of Geographe Financial Group. Bill has over 40 years of experience in the financial planning industry. Geographe Financial Group has grown to offer expert advice and support, providing their clients with a truly integrated advice service, giving confidence and flexibility for your unique situation. Geographe Financial Group are honoured to be a part of the Cancer Council Pro Bono program, volunteering their time and expertise to provide financial advice to cancer patients who would otherwise not be able to afford access to advice. Their experts give advice and support, giving their clients a genuinely integrated advice service, providing confidence and flexibility for your unique circumstances.”

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“Doug Horsford is the Managing Director of Assurity Financial Planning. He delivers exceptional, personally tailored solutions for his clients. With over 30 years of experience, Assurity Financial Planning is one of the region's most respected boutique financial advisory firms. Their friendly and professional team will work with you to develop and implement strategies covering all aspects of your financial affairs. They will monitor your portfolio and tailor it as your situation changes to ensure they remain on track to meet your objectives. They operate on a simple fee-for-service basis, and they were one of the first practices in the state to adopt such a fee structure.”

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“Cape Financial Management is a prominent financial firm. Shane Reid is the financial planner of Cape Financial Management. He has a solid understanding of community values and provides Cape Financial Management services with the community and family as fundamental drivers. Cape Financial Management is passionate about helping businesses and individuals achieve their financial and lifestyle goals. Their aim is 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. As experienced professionals with a proud local history, adding value and maintaining community trust in their service is important to us. In association with AMP, they are committed to your financial security through advice that respects your individual needs. They pride themselves on delivering advice and education to their clients in a professional, friendly environment.”

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