What we are all about
1. Delivering what we promise
2. We won't bamboozle you with jargon
3. Transparency of fees
4. Strategy not product
Delivery - When we make a commitment to you, we expect to deliver; we will return your calls and emails and provide you with a superior customer service experience, both initially and during our relationship.
Confidence - It is important that you understand your individually developed strategy. It is our intention to provide you advice in a clear and concise manner; we will continue to work with you closely to ensure you are confident about your strategy, prior to proceeding.
Transparent - Our clients are charged a fee for advice and ongoing fees in line with the complexity of the advice, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you (which we will clearly demonstrate). All fees / costs are clearly disclosed to you in writing.
Strategic - We seek to help our clients achieve their lifestyle goals by ensuring they take advantage of the best strategic advice available, we are not tied to any particular product provider which ensures that we focus on strategy first and then, with the help of quality independent research, select superior investments and personal insurances.
Topaz Financial Group is the collaboration of WealthCare Financial Solutions and Victoria Wealth Management. Principals Hari Maragos & Shaun Thatcher are well experienced Certified Financial Planners specialising in Self-Managed Superannuation Fund advice, Retirement Planning, Wealth Creation and protection advice and, Aged Care entry advice. Our practice is conveniently located in Briar Hill, between Eltham & Greensborough.
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Suite 4, 18 Sherbourne Rd, Briar Hill, VIC, 3088
Closed until Mondaysponsored listing
