Smart Financial, a renowned financial services firm in Nowra, boasts a dynamic and proactive team dedicated to providing the best advice tailored to your unique situation. Setting themselves apart, they are not affiliated with any major financial institution, allowing them to offer genuinely impartial guidance. The team comprises advisers who are not only highly qualified but also long-term residents deeply integrated into the local community. Clients benefit from direct access to these business leaders. Smart Financial is well-equipped to assist whether you have a well-defined vision for the future and seek a roadmap to achieve it or are uncertain about your financial goals. They invest time in understanding you, your family, your values, and your aspirations. Although entrusting someone with your finances can be daunting, the firm's experienced and highly qualified local team assures you that your financial well-being is in safe hands. Smart Financial is committed to building a long-term partnership with clients, fostering a deep and deepening relationship. With their roots in the local community, the team shares and comprehends your values and heritage. Utilizing their expertise and experience, they collaborate with you to bring your financial goals and dreams to fruition, comprehensively addressing all aspects of your finances.
UNIQUE FACTS:
• Highly Qualified Team.
• Establish Your Financial Goals & Dreams.
3 Best Financial Services in Nowra, NSW
Expert recommended Top 3 Financial Services in Nowra, 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.
SMART FINANCIAL REVIEWS
Highly recommend Amanda and the admin team at Smart Financial Nowra. Amanda has provided us with an excellent strategy to carry us through retirement comfortably and worry free. She is available to answer all of our concerns and so many questions as we navigate our way through a complex but rewarding experience and we feel she "has our back". We look forward to a successful and productive long term relationship with Smart Financial! Thank you - Jane & Mick.
Great knowledge and financial advice with friendly staff couldn't have been happier thank you Smart Financial.
Incredibly knowledgeable, professional and helpful. A fantastic team that I am looking forward to working with.
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'Lawrence/Harrison Financial Services' is a Nowra-based financial planning company led by Simon Harrison, the dedicated financial planner at the helm. Simon takes pride in cultivating exceptional relationships with all clients, providing comprehensive financial advice tailored to their individual needs and objectives. His expertise lies in retirement, financial, and investment planning, ensuring clients make informed choices for crucial financial decisions. With a passion for helping both businesses and individuals achieve their financial and lifestyle goals, Lawrence/Harrison Financial Services is committed to establishing enduring partnerships with clients. The objective is to aid clients in developing, safeguarding, and preserving their wealth and lifestyle for themselves and their families. This commitment is reiterated as the team guides clients through pivotal life stages, whether approaching retirement, launching a business, navigating career changes, or transitioning from dual to single income. The Lawrence/Harrison Financial Services team extends its services to Batemans Bay, with an additional office at 138 Beach Road, NSW. Beyond offering advice on appropriate investment strategies, the team is dedicated to providing comprehensive support in planning for retirement and ensuring the protection of clients and their families.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• With Professional Financial Support.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LAWRENCE/HARRISON FINANCIAL SERVICES REVIEWS
Simon and his team are a lovely group of people who go above and beyond to help their clients. I speak from personal experience as well as many close people i know using their services. Simon has a world of knowledge and has a unique way of thinking of ideas and breaking down your situation on the whiteboard to figure out the best way to help you get to where you want to be. A five star service with a five star smile. Thanks for everything Simon and the team.
Simon and his staff are your go to ffor financial planning. They understand your needs, set financial goals and create a plan to achieve them. I highly recommend Lawrence Harrison to my clients, who always relay the experience and service they receive as being invaluable, professional and extremely thorough.
The team at Lawrence/Harrison have been looking after my super fund for years. I’ve always been more than satisfied with their expertises, professionalism and helpfulness. Looking forward to many more years working together.
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Scion Advice adopts a family-oriented approach to providing financial guidance, with Nerida, a seasoned professional in the financial services industry since 2001, serving as a senior partner, and Simon, with a background in financial services since 2011, as a partner in the Scion Advice practice. The primary goal of Scion Advice is to alleviate concerns associated with complex financial matters, allowing individuals to go about their daily lives with confidence in the security of their finances. The expert team at Scion Advice offers assistance across a spectrum of financial areas, including superannuation, retirement and redundancy planning, stockbroking, estate planning, wealth accumulation, life insurance, tax strategies, government benefits such as the Age Pension, and debt management. Whether financial goals are short or long-term, Scion Advice is dedicated to helping clients at any stage of their lives and careers, addressing aspects like retirement planning, insurance, investments, debt, and cash flow. While their office is on the picturesque NSW South Coast, Scion Advice serves clients across Australia and even extends its services to individuals in the USA, Europe, and Asia. The firm is committed to instilling a sense of control over clients' financial situations, tailoring plans to meet individual or family needs and providing a comprehensive range of services that extend beyond geographical boundaries.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Trust, Personalised Service.
• Unique Team Approach.
• Easy-going Advisers.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SCION ADVICE REVIEWS
They are so helpful and explain things so we understand highly recommend them.
The friendly and welcoming team. good financial advice.
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