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Approved Financial Planners
Asesoramiento financiero ético y cercano para un futuro seguro.
5(5 reseñas)
Financial Advisor
$$$
Asesoramiento financiero ético y cercano para un futuro seguro.
Ubicado en 7/437 Calle Cambridge, Floreat WA 6014, Approved Financial Planners ofrece consultoría financiera confiable, orientación sobre seguros de vida y planificación de inversiones, desde un equipo centrado en el cliente. Las reseñas elogian un servicio atento y profesional y altos estándares éticos liderados por Dan Stevens y Tracey Corbett, con un personal solidario. Los clientes valoran explicaciones claras, responsabilidad y relaciones de larga data mientras persiguen futuros financieros seguros, celebrando un hito de 20 años.
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Estrategias personalizadas para asegurar su jubilación, incluyendo asesoramiento sobre ahorro para la jubilación y pensiones.
Orientación experta para construir y maximizar carteras de inversión para el crecimiento a largo plazo.
Soluciones de seguros a medida para proteger a su familia y sus bienes con la cobertura adecuada.
Planificación integral para ayudarle a lograr objetivos financieros específicos, como la inversión en bienes inmuebles.
Servicios holísticos para optimizar sus finanzas, incluyendo la elaboración de presupuestos y la gestión de deudas.
Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.
To Dan, PB, Christa & Cherry, you are all an amazing team, all, professional, respectful, warming , efficient and above all just people who care and go over and above for your clients. at least this is how i feel every time i meet with you all. Congratulations on your 20 year anniversary , what a beautiful milestone to celebrate this month, i'm just annoyed i cant be there to share it with you. Best Regards Ashton
Approved Financial Planners have continued to provide excellent service. I have just had a meeting with Tracey and was reassured that we had made the correct choice for advice. Professional but warm and easy to communicate with. Everything was clearly explained and all my questions answered. I would highly recommend this firm.
Approved Financial Planners are a bunch of caring, dedicated, kind and professional people who have high ethical, moral, and professional standards who truly care about their clientele. You can see evidence in the staff, their clear strength of character, personally and professionally. Tracey Corbett is a legend and treasure with a delicious sense of humour. There is Daniel "Dan the Man" Stevens, the practice owner is a delight. His manner is genuine and sincere, a quality I admire. I am hesitant at times to recommend anything to people; however, with Australian Financial Planners with Dan and his crew, I doubt any prospective client needs to have no fear about their financial security; you are in excellent and safe hands. Best wishes, you guys keep the faith.
We have been working with Dan for over 10 years and I know our future is more secure for it. He is keeping us accountable and helping to maximise our investments. Dan has some great tools to help us understand where our money is going and projections. We have always felt Dan is trustworthy, honest and transparent and very knowledgeable. We are so grateful he was recommended to us.
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