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Calvary Financial Services
Closed until Monday
9:00 am - 5:00 pm
Calvary Financial Services
Our business based on Christian Values and Ethics. We are a 100% Christian-owned business. Every client is important to us and deserve our utmost respect , care and attention.We work with eligible clients to provide financial planning solutions that protect their lifestyle, give them financial security, and help them to achieve their lifestyle goals and peace of mind.
We are a fee-for-service financial planning business. We are paid based on the advice and service we provide, and we provide full disclosure of our fees prior to taking on any client engagement. We do not charge an ongoing commission on your investment, but an optional fee for service.
All our upfront advice fees are charged on a fixed rate basis, meaning no surprises and no undue influence by how much money you have to invest.
Our ongoing advice & service fee has a fixed advice/service component as well as a variable risk/reward component with a minimum of $330 a year, and a maximum of $5,500 a year.
Advice we specialise in:
Retirement planning
Financial planning
Small business advice
Banking solutions
Investment planning
Superannuation
Estate planning
Salary packaging
Wealth management
Debt management
Wealth ...read more
Contact details
Opening Hours Detail
- Flexible Hours by Appointment
