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  • Call us on 02 62998984
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Our philosophy

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At Personal Financial we pride ourselves on transparency, honesty and high quality care towards achieving realistic financial outcomes for our clients. Whilst each clients personal and financial situation is unique, our 25 years of experience in the financial services industry means there are few financial scenarios we have not encounted. Our approach is simple; we take the time to get to know your situation, work closely with you to isolate the primary issues, then develop your personalised strategy - checking in with you every step of the way.

At Personal Financial our role is to:

  • provide financial education to our clients.
  • provide appropriate advice in the specific areas you require. 
  • develop a personalised financial plan - tailored to your requirements.
  • where appropriate implement a structured review process that ensures that the necessary care is taken to manage your ongoing needs. Importantly the level of ongoing support and service is at your direction and level of comfort. 

So whether its specific advice you require, help with managing your debt, or comprehensive planning, you are welcome to come in for a no obligation consultation.

Before undertaking any work, we will clearly explain the various steps involved in the planning process as well as our fees and any charges. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are comfortable with our recommendations before we proceed.

If you are not quite sure if we might be able to help you, call us about our complimentary financial education sessions. They are conducted informally on a one to one basis and will provide you with the principles and concepts of sound financial management.