Here’s The Deal:
HQB Financial Solutions, a boutique financial planning business, has consistently delivered top-notch financial services under the direction of Craig Jackson, the company's Director with over 16 years of experience in the Financial Planning industry. As the proud owner of HQB Financial Solutions, Craig Jackson places customer service and strategic confidence as the firm's top priorities. HQB Financial Solutions offers financial planning, advice, guidance, and wealth management throughout the Coffs Coast. The firm is dedicated to providing personalized one-on-one service, aiming to exceed expectations through trusted, long-term relationships. With a team of qualified financial planners communicating in plain English, HQB Financial Solutions ensures clients are well-positioned to make informed decisions. The firm is committed to building enduring client relationships founded on results and trust. Craig Jackson believes delivering advice in plain English is crucial for clients to make confident and knowable decisions. HQB Financial Solutions focuses on crafting individualized advice in areas such as strategy, superannuation (including self-managed), investment management, debt management, and wealth protection. Operating not only in Coffs Harbour but also in Woolgoolga, Macksville, Grafton, and Bellingen, HQB Financial Solutions takes a personal approach to address clients' needs. Those interested in their services are encouraged to contact the firm to schedule an appointment.
UNIQUE FACTS:
• Comprehensive On-going Service Programs.
• Trusted Household Name For Over 60 Years.
• Independently Owned.
3 Best Financial Services in Coffs Harbour
Expert recommended Top 3 Financial Services in Coffs Harbour, New South Wales. 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!
INVEST BLUE
Since 1996
Here’s The Deal:
Invest Blue is dedicated to assisting individuals in achieving their goals and fulfilling their dreams, enabling them to live their best lives. Their financial advice service is tailored individually to meet each client's unique needs. The team at Invest Blue embodies a particular perspective on the nature of money and the role both individuals and corporate citizens play in society. Their approach involves synthesizing information to offer personalized advice that can make a meaningful, positive impact on clients' financial lives. The initial phase of their process involves mutual understanding, where they take the time to get to know clients, comprehend their priorities, and provide the necessary support to pursue their financial plans confidently. Existing clients typically engage with their adviser formally, typically annually. Invest Blue boasts a robust team of financial planners and a dedicated lending team, supporting the development of advice and strategies for individuals seeking home or investment mortgages. The financial planners are supported by a knowledgeable advice team that aids in crafting individual strategies, and dedicated relationship managers maintain regular communication with clients. Whether you're interested in a casual chat or looking to embark on a more complex financial journey due to a status change, Invest Blue encourages you to get in touch, and they will find the best way to assist you in your financial endeavours.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MOMENTUM FINANCIAL PLANNING
Since 1992
Here’s The Deal:
Momentum Financial Planning is a family-owned and operated financial planning company with a history of over 25 years of serving Coffs Harbour. The company's leadership is in the hands of David Gourley and Shane Gourley, who serve as the Director and Financial Planner. Momentum Financial Planning distinguishes itself by delivering tailored advice aligned with each client's unique objectives, needs, and goals. This approach fosters close, long-term partnerships with clients across various demographics, including young individuals, company owners, small mom-and-pop investors, affluent individuals and families, and retirees. The firm takes pride in its highly personalized approach to business. It places great importance on continual client contact and accessibility at all times, considering it essential for both their success and that of their clients. The foundation of their recommendations lies in their in-depth knowledge of each client's situation and needs. Momentum Financial Planning is committed to professionalism and confidentiality, ensuring clients receive advice customized to their specific objectives and concerns. Beyond Coffs Harbour, Momentum Financial Planning extends its services to Sydney, Brisbane, and Tamworth, demonstrating its commitment to reaching and assisting clients in various locations.
UNIQUE FACTS:
• Long Term Partnerships With Their Clients.
• Guided By The Knowledge.
• Building Your Financial Future.
Specialty:
Contact:
Working Hours:
Sat & Sun: 9am - 5:30pm