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3 Best Financial Services in Cairns, QLD

Expert recommended Top 3 Financial Services in Cairns, QLD. 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. Deadset the best!

PETER HORSFIELD'S SMART ADVICE

Level 1, 35 Grafton Street, Cairns, QLD 4870 Directions

Since 1998

Here’s The Deal:
Peter Horsfield's Smart Advice is the boutique financial planning firm that helps clients become financially independent. Peter is the certified financial planner, and Rosalind is the investment research manager at Peter Horsfield's Smart Advice. Peter has over 20,000+ hours of studies, certification and professional experience to this day, he still continues to learn new things, invest in new opportunities and help others along their journey too. Rosalind has been providing investment and planning research to individuals since 1996. Their services include advice, implementation and ongoing management of all your financial needs. The team provides freedom for their clients to do what they want, with whom they want when they want, wherever they want; however, they want. Peter Horsfield's Smart Advice serves in Sydney, Southport and Victoria.

SPECIALTY:
Wealth Creation, Transition to Retirement Advice, Cashflow and Investment Management, Borrowing Advice, Budgeting, Insurance Advice, Financial Planning, Superannuation & Estate Planning

ABN 16 050 286 630 | 236523

[email protected]

peterhorsfield.com.au

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Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed
TBR® Inspection Report:

KELLY WEALTH SERVICES

7/26-28 Florence Street, Cairns, QLD 4870 Directions

Since 2007

Here’s The Deal:
Kelly Wealth Services offers a wide range of financial planning and investment strategies for families, individuals and businesses in the Far North Queensland area. The team has over 35 combined years experience in assisting clients in retiring, build wealth, pay off debt and protect their families. Brent Kelly is the financial adviser and principal, and Brent Cerutti is the financial adviser and director at the Kelly Wealth Services. The advisor offers holistic advice for financial planning clients or customized loan products for those who need a mortgage only services. The financial advisers and brokers in their business have extensive experience and skills to service the needs of a wide variety of clients. Kelly Wealth Services offers a complimentary consultation.

SPECIALTY:
Life and Disability Insurance, Wealth Preservation, Self-Managed Super Funds, Redundancy Advice, Superannuation, Financial and Retirement Planning, Mortgage Lending Services, Wealth Creators, Aged Care Advisory & Young Professionals Package

ABN 55 628 589 211 | 1273675

[email protected]

kellywealth.com.au

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Mon - Thu 8:30 am - 5:00 pm
Fri 8:30 am - 3:00 pm
Sat & Sun Closed
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ASTUTE FINANCIAL MANAGEMENT PTY LTD

136 Mulgrave Road, Cairns, QLD 4870 Directions

Since 2000

Here’s The Deal:
Astute Financial Management Pty Ltd is a full-service finance, insurance and wealth business that has been serving since 2000. They are a highly respected financial services provider with a membership base holding of approximately 500 insurance, finance, and financial planning specialists across Australia. John and Orla Watts own and operate the Astute Financial Management Pty Ltd. Their team provides full financial services, including home loans, commercial and business lending as well as equipment finance, personal loans and all types of insurance and superannuation. Astute Financial Management Pty Ltd has offices in Cairns, Port Douglas, Atherton, Smithfield, & Mareeba.

SPECIALTY:
Debt Reduction, Financial and Estate Planning, Self-Managed Super Funds, Superannuation, Wealth Protection, Business, General and Health Insurance, Loans, Income & Personal Protection

ABN 59 093 587 010 | 364253

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astutefinancial.com.au/me...

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Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed
TBR® Inspection Report: