CA
Canberra Advice Financial Planning
Parkes-basierte Finanzplanung mit warmer, klarer Beratung.
5(5 Bewertungen)
Business
$$$
Parkes-basierte Finanzplanung mit warmer, klarer Beratung.
Canberra Advice Financial Planning in Parkes bietet professionelle, unparteiische Finanzberatung unter Leitung von Serhan. Kunden beschreiben einen warmherzigen, einfühlsamen Planer, der sich Zeit nimmt zuzuhören, Optionen klar zu erklären und klare, beruhigende Ratschläge zu geben. Zu den Fachgebieten gehören Ruhestandsplanung, MSBS- und Industry-Super-Fonds sowie durchdachte langfristige Anlagestrategien mit fortlaufender Begleitung.
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Umfassende Strategien für den Ruhestand, einschließlich der Verwaltung der Altersvorsorge und Anlageplanung, um Ihre Zukunft zu sichern.
Fachkundige Beratung zur Minimierung der Steuerlast und zur Maximierung der finanziellen Effizienz für Einzelpersonen und Paare.
Ausführliche Beratung zu PSS funds, Industry Super funds und anderen Altersvorsorgeoptionen, um die Ersparnisse zu erhöhen.
Personalisierte Anlagestrategie und Risikominimierung, um Vermögen zu vergrößern und langfristige finanzielle Ziele zu erreichen.
Kundinnen und Kunden durch klare Erläuterungen und fortlaufende Unterstützung befähigen, fundierte Entscheidungen zu treffen.
Fantastic service and advice. As an MSBS member with retirement planning goals to boost my wife’s superannuation and minimise my tax footprint, Serhan and the team have delivered above and beyond. Couldn’t be happier.
Serhan is a warm and empathic financial planner who works to educate and empower her clients. Serhan genuinely took the time to listen to my situation. I never felt pressured and took comfort in the recommendations provided to me. Her straightforward approach provided me with reassurance that I'm on track to achieve my financial goals. I have no hesitation recommending Serhan to anyone seeking straightforward, uncomplicated financial advice.
Serhan is simply amazing! She has supported me with post divorce retirement planning with warmth, compassion and knowledge. Serhan goes above and beyond to make sure you understand everything, with the opportunity to ask questions along the way. I owe Serhan for providing me with the confidence to set up my retirement plan, including buying a property as added financial security. Thank-you, I am so happy that I found you.
Serhan provided my wife and me with very professional and impartial financial advice regarding the financial strategy of both of our retirements. Her detailed knowledge about the PSS fund and many Industry Super funds has now provided us with a great deal of certainty and relaxation about our retirement futures. Her ongoing advice and strategic changes to the way we manage our investments will save us a great deal of money in the long run. She carefully explains and compares financial options and answers any questions along the way. We are pleased to recommend her as an honest and very knowledgeable financial advisor David.
The experience of developing a long-term retirement plan was thoroughly pleasant with Serhan’s engaging, thoughtful and professional approach. I feel she worked at my pace, I was at ease with the knowledge and patience that Serhan demonstrated. She endlessly explained what to expect and how to mitigate risk and what to do next. I was recommended to her by a close friend, and I have already mentioned her services to my friends who need advice. Thoroughly recommended
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