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Adelaide
We focus upon personally tailored strategies, that allow you to achieve your financial goals with the least complication and risk. We specialise in advising retirees and people in their "pre-retirement" years (50-65 years old)
Bronwyn
We recently had advice from David and couldn’t recommend him highly enough. David accommodated our needs and met outside his office due to mobility issues. We feel comfortable moving forward financially and have already recommended him to family and friends. David is an engaging professional who listens with respect and knows his area of expertise.
Adelaide
Our highly qualified and experienced Advisers provide holistic advice covering Superannuation, investment advice, personal insurance and retirement planning and all other major areas of financial planning. Darren Wright, our owner and Senior Adviser has been a financial adviser since 2006 and been in the investment industry for over 20 years. Darren is a Certified Financial Planner as awarded by the Financial Planning Association of Australia.
Adelaide
For over 20 years, we have specialised in working with our clients to help them manage their money at a high level, pay off their mortgages and other debts in incredible times, and at the same time almost all of our clients have felt like they have actually improved their lifestyle, despite spending less. ​ We achieve this through the compounding effect of the many simple 1%ers we teach our clients and holding them regularly accountable to, which makes all the difference in realising their goals and dreams.
Perri Keen
Asset 101 was a great program that helped us to track our income and see where we were spending. The software helped us tighten up our budget and pay off $81,594 in one year. We got a 1034% return from investing in the program. I highly recommend this to program to anyone who wants to clear the dept, get ahead and achieve their goals for financial freedom!
Perri and Jack Keen
Adelaide
ADELAIDE’S SPECIALISTS IN FINANCIAL PLANNING, WEALTH CREATION, WEALTH PROTECTION, SUPERANNUATION INSURANCE CLAIMS AND CENTRELINK ASSISTANCE
Robyn KUCHENMEISTER
Andrew was quick to contact me and arrange an appointment.
He was great to deal with and explained everything clearly, especially as I have no idea about financial matters.
Their office is easy to access and receptionist Tara was lovely and makes the best cuppa.
I have retained Andrews services and would highly recommend FLS to anyone who needs financial advice.
Adelaide
Whether it's protecting you and your families assets into the future or overcoming the fears and doubts around starting your business, we have you covered. Assured Business and Wealth Advisors are a firm of approachable professionals, focused on listening to your concerns and providing you with confidence to take control of your financial life. We offer a range of solutions to cash flow problems, mounting debt, lack of sleep and other stresses that often slow your business down.
Adelaide
Latitude Private Wealth is a premier financial planning business that stands out in the industry for its comprehensive approach and seasoned expertise. With over 5 years of dedicated service and a team of advisers boasting an impressive 30+ years of collective experience, we offer a suite of services tailored to meet the unique financial needs of each client. Our Services: • Wealth Management: Crafting personalized investment strategies to grow your wealth.
Adelaide
We specialise in dealing with Centrelink, whether it be Family Tax Benefits, to Age Pension, to Aged Care all we deal with is Centrelink
Helen Glanville
We needed help navigating through Centrelink for a carer's allowance after my husband broke his left hip and became dependent on me for everything. He's rehabilitating - but slowly. There are many appointments and I'm his driver. I'd do it without payment but $131.90 per fortnight is a help. Kevin got the job done faster than even he thought. If you need Centrelink help? Let Kevin take away the emotional stress and the struggle of dealing with bureauacy. I'd go to him again if ever I needed assistance. He knows his stuff.
Adelaide
Plus Seven Financial Management are a speciality financial planning & accounting firm based in Rose Park, SA. We specialise in: financial planning, wealth management, investment advice, retirement advice, SMSF advice, SMSF advisor, estate planning, personal insurance, SME business accountant, accountant, accounting firm, cloud accounting, business advice, business compliance, SME book keeping, tax planning, tax compliance and tax returns for sole traders & partnerships.
Adelaide
Brian has worked for several large organizations including Woolworths, Hungry Jacks, Pennywise and Bilo supermarkets, before starting several successful companies. He recently was President of the Entrepreneurs Organization and sold his share in the financial planning company Kensington Financial Services. He now runs two of the fastest growing small businesses in South Australia: Proper Financial Advice (Financial planning) and Proper Advice (Guaranteed success Business Coaching).
Adelaide
Polly Waffle
We really valued the completely independant advice that Jacie gave us in relation to financial planning. She worked only on our behalf and the end result was a plan that was very easy to read, comprehensive and could be implemented step by step. I would recommend Jacie to friends and family looking for independant financial advice
4.90/5.00
based on 23 reviews
The average rating for Bark Financial Advisors in Adelaide is 4.90, based on 23 reviews.
