3 Best Financial Services in Busselton

Here’s The Deal:
Assurity Financial Planning is among Busselton's highly regarded boutique financial advisory firms, boasting over 30 years of experience in the region. Doug Horsford serves as the senior advisor and managing director of this esteemed firm. Their team is dedicated to steering you towards financial freedom by collaborating with you to enhance and implement strategies covering all facets of your financial matters. By actively listening to your needs and posing relevant questions, they pinpoint your priorities and concentrate on what truly matters to you. The firm is committed to providing tailored, top-notch financial advice that aligns with your requirements. They take immense pride in cultivating robust relationships with clients and delivering enduring guidance to help them achieve their financial goals. Continuously monitoring your portfolio, they customize it as your circumstances evolve to ensure that you stay on course to meet your objectives. Operating on a fee-for-service basis, they offer complimentary initial consultations for new clients.

UNIQUE FACTS:
• Transparent Fee Structure.

Here’s The Deal:
Geographe Financial Group is a prominent financial advisory firm in Busselton, with directors Bill O'Byrne and Craig Gibson at the helm. Bill boasts over 40 years of industry experience, while Craig Gibson has provided financial planning advice for 30 years, starting in 1986. Their extensive experience and knowledge contribute significantly to the business, emphasizing that the advice relationship brings certainty to clients' financial lives and the best chance of achieving their essential financial outcomes. The experts at Geographe Financial Group offer advice and support, delivering a genuinely integrated service that instils confidence and flexibility tailored to each client's unique circumstances. Since 1976, the firm has provided financial planning, insurance, and investment guidance to the Geographe Region and surrounding areas. They prioritize a personal touch, and their business's scale and financial strength enable them to provide a broad range of market-leading products and services. Whether clients are starting a family, building a retirement nest egg, purchasing their first home, or already in retirement, Geographe Financial Group is dedicated to helping them realize their financial goals.

UNIQUE FACTS:
• Quality Financial Advice.

Here’s The Deal:
Cape Financial Management, located in Busselton, is a well-established financial service firm led by expert planner Shane Reid. Shane holds degrees in Psychology and Education, an Advanced Diploma in Financial Services (FP), and a Certificate from the University of Adelaide for Self Managed Superannuation Funds (SMSF). Specializing in wealth creation and protection, SMSF development, and retirement planning, Shane and his team are dedicated to assisting businesses and individuals in achieving their financial and lifestyle goals. Their passion lies in building long-term partnerships with clients, helping them build, protect, and manage their wealth and lifestyle for themselves and their families. With a commitment to realizing financial and lifestyle aspirations, Cape Financial Management guides clients through exploration, planning, tracking, and ultimately achieving their goals for a better tomorrow.

UNIQUE FACTS:
• Professional Advice.