Independent Advisers WA boasts over twenty-five years of extensive expertise, led by Trusted Advisor Mick Steffan. The team of advisers at the company offers a unique blend of goal-based advice and advanced tax strategies, aiming to construct a life you don't need a break from. Their approach involves developing a deep understanding of your life story, fostering compassion and insight. Subsequently, they create a step-by-step plan tailored to achieve your aspirations, employing intelligent and efficient business management. Independent Advisers WA operates with transparency and integrity and is dedicated to enhancing your financial well-being and reduce financial stress. The firm prides itself on having no hidden fees, middlemen, secret commissions, or unspoken issues. Their upfront, straightforward, and honest approach ensures clarity and trust in their client relationships. The advice process at Independent Advisers WA is simple and transparent, with the initial appointment costing $500. This investment results in a comprehensive personal roadmap, offering breakthrough clarity to guide your next steps. For those with limited cash flow, fees can be deducted from superannuation, and ongoing services and payments may be tax-deductible. Focusing on long and short-term goals, Independent Advisers WA's advice process empowers clients to retire comfortably while enjoying their preferred lifestyle. The team is committed to providing intelligent financial strategies that align with your unique circumstances and aspirations.
UNIQUE FACTS:
• Provide A Breakthrough Of Clarity Around Their Financial Issue.
• Experts Cover All Areas Of Finance.
• Progress Review Meeting Available.
• Financial Roadmap Appointment.
3 Best Financial Services in Geraldton, WA
Expert recommended Top 3 Financial Services in Geraldton, Western Australia. 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.
INDEPENDENT ADVISERS WA REVIEWS
I have been working with Mick for a year now and he is always happy to sit down and explain jargon and details and answer any questions that I can't understand. He is always open to suggestions and provides valuable feedback that makes me feel confident. It is a great opportunity to work with Mick and his knowledge exceeds that of the other advisers I have worked with. He is passionate and driven and always working to offer more value to his clients.
Have been dealing with Mick and his team at Independent Advisers for over a year now and couldn’t be happier. Mick has great passion for his clients and helping them achieve there financial goals. His knowledge is second to none and I will using his services for years to come.
Mick is a strait shooter with the long term in mind. He has boosted the finacial performance of my superannuation and investment account. Mick is passionate about independent finacial advice. His focus is to support the aspirations of life goals through financial freedom.
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MiQ Private Wealth Pty Ltd, situated in Geraldton, is a wealth management firm dedicated to aiding individuals in building, safeguarding, and regaining wealth. Luke Jarzynski serves as the Partner and Financial Adviser at this location. The firm adopts a comprehensive approach, boasting deep expertise across all facets of individual wealth management and a collaborative advice framework. With a team of 20 advisers spread across seven offices throughout Australia, MiQ Private Wealth works with both residents and non-residents, facilitating investment in Australian markets. Their proactive approach involves collaborating with clients to craft a future prosperous with choices, aligning with specific life goals or providing access to the same asset classes as high-net-worth and institutional investors. MiQ Private Wealth prioritizes the removal of barriers and points of friction between clients and advisers, fostering an undiluted relationship that facilitates the creation of choices. Their overarching vision is to become Australia's most trusted financial services practice, assisting clients in realizing a future abundant with choices by addressing every aspect, from home to income.
UNIQUE FACTS:
• Free Consultation.
• 30+ Years Of Experience.
• 15 K+ Clients Supported.
• Online Appointments.
• On-site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MIQ PRIVATE WEALTH PTY LTD REVIEWS
I have known and worked with Luke Jarzynski for well over 25 years now, in the capacity of Financial Advisor and friend. He has advised me on my personal finances and my Superannuation goals, in an effort to obtain the best outcome for my inevitable retirement. Luke has never let me down. He is honest and knows the intricacies of Financial Planning and its related laws and restrictions. I have very high regards for Luke, and have absolutely no hesitation in recommending Luke in any area of financial, insurance and retirement planning.
Have been with MiQ for the past 15years and still very happy. They are easy to communicate with, always have the time to talk when queries arise and show a genuine interest in our financial position and goals. It is so nice to be more than "just a client". Highly recommend.
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Geraldton Wealth Pty Ltd delivers a comprehensive suite of financial planning services, encompassing its clients' retirement, superannuation, investments, insurance, and general estate planning guidance. Kelly, serving as a Director and Financial Adviser, entered the financial services industry in 2012 and attained her financial planning qualifications in 2017. Kelly's background in local government, tourism, library, and heritage management provides her with a solid foundation in research, management, and strategy development. The firm provides clients with an extensive array of guides, and their team possesses a wealth of technical expertise and practical experience across diverse areas. Proactively seeking ways to enhance clients' wealth, Geraldton Wealth Pty Ltd is committed to working in the best interests of its clients and adhering to best practices in financial planning. They have curated a comprehensive series of guides covering financial planning and accounting, offering valuable resources for individuals seeking effective and efficient financial management.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Help You Create A Financial Roadmap.
Specialty:
$Price:
Typical Cost for comprehensive financial plan $2,000 – $4,500
Superannuation fund review $1,900
Investment of a lump sum $1,900
Retirement projection $1,900
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
GERALDTON WEALTH PTY LTD REVIEWS
Graham and all of his staff are helpful, knowledgeable and genuinely interested in their clients and how best to meet their needs. Thank you so much for your help and advice.
More than happy with my retirement investment outcomes thus far.
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