Here’s The Deal:
Astute is a comprehensive finance, insurance, and wealth business serving since 2000. As a privately owned enterprise, it stands at the forefront of the market, offering fully integrated financial services to its members. Highly esteemed in the financial services sector, Astute boasts a membership base comprising approximately 500 insurance, finance, and financial planning specialists across Australia. The dedicated team at Astute delivers a comprehensive range of financial services, encompassing home loans, commercial and business lending, equipment finance, personal loans, and various types of insurance and superannuation. Driven by a commitment to innovation in the financial services industry, Astute takes pride in providing its members access to an unparalleled suite of financial products. This multi-award-winning business has strategically positioned offices throughout the North Queensland region for the convenience of its clientele. The team at Astute is well-versed in the products they discuss, and they are perceived as dedicated professionals who diligently work to secure the best possible deals for their clients. Astute Financial Management Pty Ltd has Cairns, Port Douglas, Atherton, Smithfield, and Mareeba offices.
UNIQUE FACTS:
• Friendly & Very Knowledgeable.
• Professional Services.
3 Best Financial Services in Cairns
Expert recommended Top 3 Financial Services in Cairns, Queensland. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price to the general excellence. You deserve only the best!
KELLY WEALTH SERVICES
Since 2007
Here’s The Deal:
Kelly Wealth Services provides extensive financial planning and investment strategies catering to families, individuals, and businesses in the Far North Queensland region. As the Managing Partner and Senior Financial Adviser, Brent Kelly specializes in delivering holistic financial advice to help clients realize their goals and dreams. His advisory services encompass areas such as investment, wealth creation, wealth preservation, personal insurance, and retirement planning, addressing the diverse needs of a broad clientele. With a collective experience of over 35 years, the team at Kelly Wealth Services has been instrumental in assisting clients with retirement planning, wealth building, debt repayment, and family protection. Their commitment is reflected in their dedication to helping clients achieve their financial objectives. Whether offering holistic advice for financial planning clients or delivering customized loan products for those seeking mortgage-specific services, the financial advisers and brokers within the business possess extensive experience and skills to meet the diverse needs of their clientele. At Kelly Wealth Services, the team takes pride in educating and guiding clients with expert, strategic advice to help them achieve their dream lifestyle. The advisers collaborate with clients to formulate a comprehensive financial plan that provides certainty about the future and instills confidence in making sound financial decisions.
UNIQUE FACTS:
• Initial Consultation Available.
• Online Appointments.
• On-site Services.
• Over 70 Combined Years Experience.
Specialty:
Contact:
Sat & Sun: Closed
TBR® Inspection Report:
Here’s The Deal:
Fowler’s Group is a prominent financial services company with a unique offering—an expansive network that includes insurance, legal matters, taxation, and accounting experts. This comprehensive network allows clients to access knowledge and expertise, ensuring they receive the best advice possible. Rooted in solid foundations and dedicated to delivering exceptional customer service, Fowler’s Group provides proven financial advice tailored to individuals of all ages and backgrounds. Choosing Fowler’s Group means gaining a trusted partner who comprehends your financial goals, empowers you to steer the course, and supports you in reaching your destination. The firm is committed to delivering outstanding customer service and extends its proven financial advice to a diverse clientele. Setting itself apart, Fowler’s Group is among Australia's select few financial advisory firms with CEFEX certification, a distinction held by less than 100 firms globally. As one of Australia’s highly regarded financial advisory firms, Fowler’s Group is positioned to provide superior advice for exceptional results. Their commitment to treating everyone with respect and understanding aligns with the philosophy of surrounding oneself with great people to fill knowledge and skill gaps, reflecting the wisdom.
UNIQUE FACTS:
• Over 50 Years Experience.
• Industry Expertise.
• Highest Standards.
• Exceptional Customer Service.
Specialty:
Contact:
Sat & Sun: Closed