When choosing a financial planner it is important to look for someone that you feel you can work with over the longer term. Not unlike the relationship you might have with your doctor, your relationship with your financial planner needs to be one built on trust, confidentiality and a consultative approach to maintaining financial health and addressing any potential financial problems.
Financial Planning is not just about investing but about providing a framework through which the lifestyle objectives of you and your loved ones can be realised. It is important therefore that your financial plan not unlike your health plan is tailored specifically for you and is not a one size fits all approach.
Our focus will always remain on “Personalised Advice, Reliable Outcomes and Rewarding Relationships”
Gunnamatta (Qld) Pty Ltd ABN 36 616 873 410 trading as Fiducia Private Wealth Management is an Authorised Representative No. 413330 and Credit Representative No. 413734 of FYG Planners Pty Ltd ABN 55 094 972 540 Level 2, 39 – 41 Alexander Street, Burnie TAS 7320. AFSL/ACL No. 224543