Investing
Squared Financial Group
Squared Financial Group
Solving the puzzle to your financesYou will not be disappointed with Squared Financial. We provide advice in all areas of financial services under the one umbrella. The advice process we have formed within the group is unique, innovative, relationship-driven, transparent and pro-active.
Our number one focus is our clients and building a long term relationship by providing outstanding advice and customer service.
The financial advice we will provide you:
â?¢Takes into account your personal needs and goals
â?¢Puts your needs first
â?¢Is provided to you in clear and understandable terms
â?¢Is explained in writing (in a Statement of Advice)
â?¢Is explained to you verbally with the opportunity to ask questions
â?¢Includes strategies and solutions addressing your financial goals and objectives
â?¢Clearly identifies costs which are openly discussed and explained
â?¢Explains conflicts of interest which may influence the adviserâ??s recommendations.
We will be happy to book an appointment to begin working with you. We will develop a plan that is right for you.
To get started, please contact us.
Ph: 03 8102 9331 |Fax: 03 8692 2771 | Mob: 0422 520 850 ...read more
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