CA
Canberra Advice Financial Planning
Planification financière basée à Parkes, avec des conseils chaleureux et clairs.
5(5 avis)
Business
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Planification financière basée à Parkes, avec des conseils chaleureux et clairs.
Canberra Advice Financial Planning à Parkes offre des conseils financiers professionnels et impartiaux dirigés par Serhan. Les clients remarquent un planificateur chaleureux et empathique qui prend le temps d'écouter, d'expliquer clairement les options et de proposer des conseils directs et rassurants. Ses spécialités comprennent la planification de la retraite, les fonds MSBS et Industry Super, ainsi que des stratégies d'investissement à long terme réfléchies, avec un accompagnement continu.
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Des stratégies globales pour la retraite, y compris la gestion des fonds de retraite et la planification des investissements pour assurer votre avenir.
Conseils d'experts pour réduire votre charge fiscale et optimiser l’efficacité financière pour les particuliers et les couples.
Guide détaillé sur les fonds PSS, les fonds Industry Super et d'autres options de superannuation pour accroître les économies.
Planification d'investissement personnalisée et gestion des risques pour accroître votre patrimoine et atteindre vos objectifs financiers à long terme.
Donner aux clients les connaissances grâce à des explications claires et un accompagnement continu pour une prise de décision éclairée.
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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