The Wealth Affect is a holistic financial planning firm based in Dubbo in regional NSW. The highly skilled and experienced team, led by Shane, adopts a comprehensive approach to managing your finances. As a Certified Financial Planner (under the Financial Advice Association Australia), Shane brings a wealth of knowledge and commitment to delivering holistic personal financial advice. Behind the scenes, Shane is supported by Cassandra (office manager, paraplanning, and technical support) and Catherine (back-office administration and implementation), who both bring years of advice experience, technical skill, and their own qualifications to the team. Keeping abreast of the latest products, investments, laws, legislation, and strategies is a hallmark of their commitment to delivering high-quality financial advice. Founded on principles of customer service, real-world experience, and top-notch education, The Wealth Affect assures clients that their finances are in capable hands. The firm's mission is to offer personalised advice, guiding clients through a structured process that maximises their chances of achieving financial goals and takes the worry and stress out of their hands and places it in the hands of a professional and experienced team.
UNIQUE FACTS:
• Free Consultation.
• Locally Owned And Operated Financial Planning Firm.
• Highly Trained.
• Tailored, Technically Strong & Appropriate Advice.
3 Best Financial Services in Dubbo, NSW
Expert recommended Top 3 Financial Services in Dubbo, New South Wales. 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.
THE WEALTH AFFECT REVIEWS
I engaged Shane Harris at Wealth Affect to sell some shares on behalf of my mother. Shane went well beyond his duty to do the necessary work to set up an account to sell. He was excellent in his communication with me, very clear and concise with his intentions and worked tirelessly to get it done. Selling the shares as a POA presented some challenges. Shane was accurate in pinpointing what had to be done, efficient in his work and a great fella to deal with. Thanks again Shane, highly recommended.
Shane has given me advice on superannuation and investments. Shane is very capable at explaining things very clearly. I feel confident that through Shane's knowledge and experience, he has given me the advice necessary to reach my financial goals. I would recommend Shane at The Wealth Affect for anyone needing advice.
On the retirement of my former financial adviser I made several enquiries for a replacement and decided on The Wealth Affect to handle my financial situation. I am very happy with the professional way Shane has put in place a portfolio which I find is both beneficial and practical.
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'Cook & Cook Financial Services Pty Ltd' is a family-owned and operated business with a legacy of providing advice to families and individuals in the community for over 30 years. The professional team at 'Cook & Cook Financial Services Pty Ltd,' led by Sara Smith and Martin Cook, is dedicated to assisting you in securing your financial future. Their personalized service involves delivering competent financial advice tailored to your specific goals. Recognizing the significant impact advice can make at any stage of life, the 'Cook & Cook Financial Services Pty Ltd' team presents and explains their recommendations through a detailed document called a Statement of Advice. They take pride in offering a comprehensive financial planning service and operate on a transparent fee-for-service model. Before any services are rendered, you can clearly understand the fees associated with the advice they will provide. With a firm belief in the transformative power of sound advice, 'Cook & Cook Financial Services' emphasizes the importance of receiving the right guidance from their expert team. This assurance allows you to be confident that you are on the right path to achieving your goals and aspirations. The team's commitment is underscored by their dedication to presenting and explaining recommendations in a transparent and detailed Statement of Advice.
UNIQUE FACTS:
• Free Of Charge For First Appointment.
• Regular Review.
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Working Hours:
Sat & Sun: Closed
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COOK & COOK FINANCIAL SERVICES PTY LTD REVIEWS
Cook & Cook Financial Services believes in the difference advice can make to their clients whatever stage of life they are at.
They really do care about their clients and go above and beyond
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'ARTT advice-Hillross Dubbo' is a financial planning firm in Dubbo, New South Wales, specializing in providing professional wealth management services to families, individuals, and businesses. With over 30 years of experience in the field, Grant Thompson serves as the Senior Strategist and Principal of 'ARTT advice-Hillross Dubbo.' The dedicated team at the firm is committed to simplifying the financial world and eliminating jargon to make the process as straightforward as possible for clients. The firm offers personalized or group appointments to deliver professional wealth management tailored to individuals', families', and businesses' unique needs. 'ARTT advice-Hillross Dubbo' passionately partners with clients throughout various life stages, assisting them in achieving the financial freedom they've diligently worked towards. The team collaborates with clients to design and implement effective strategies for both short and long-term financial and lifestyle goals. Recognizing the importance of adapting to changing personal situations and evolving government legislation, the firm emphasizes the need for regular reviews of financial goals, needs, and objectives. Their review service is designed to facilitate the ongoing management of clients' financial plans, ensuring they remain aligned with their evolving circumstances. 'ARTT advice-Hillross Dubbo' is dedicated to simplifying the financial landscape, making it accessible for clients to enjoy what truly matters to them.
UNIQUE FACTS:
• Combined Knowledge.
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Working Hours:
Sat & Sun: Closed
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ARTT ADVICE - HILLROSS DUBBO REVIEWS
I was incredibly fulfilled with the services provided to me at Hill Ross Financial services. Grant was a really nice guy and he helped me to take out a loan to pay for my grandmother's funeral. Thanks Grant.
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