CA
Canberra Advice Financial Planning
Planificación financiera con sede en Parkes, con orientación cálida y clara.
5(5 reseñas)
Business
$$$
Planificación financiera con sede en Parkes, con orientación cálida y clara.
Canberra Advice Financial Planning en Parkes ofrece orientación financiera profesional e imparcial dirigida por Serhan. Los clientes destacan a una planificadora cálida y empática que se toma el tiempo para escuchar, explica las opciones con claridad y ofrece asesoramiento directo con tranquilidad. Las especialidades incluyen la planificación de la jubilación, fondos MSBS y Industry Super, y estrategias de inversión a largo plazo bien pensadas con orientación continua.
No hay fotos disponibles
Estrategias integrales para la jubilación, incluida la gestión de fondos de pensiones y la planificación de inversiones para asegurar su futuro.
Asesoramiento experto para minimizar la carga fiscal y maximizar la eficiencia financiera para personas y parejas.
Guía detallada sobre fondos PSS, fondos de pensiones de la Industria y otras opciones de fondos de pensiones para aumentar el ahorro.
Planificación de inversiones personalizada y mitigación de riesgos para hacer crecer la riqueza y lograr metas financieras a largo plazo.
Empoderar a los clientes con conocimiento mediante explicaciones claras y apoyo continuo para la toma de decisiones informadas.
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
Reclama Canberra Advice Financial Planning para actualizar la información, responder reseñas y acceder a las estadísticas.
