We are an Independently Owned Financial Planning Group
Being a private, independently owned financial planning group definitely has its advantages.
Because we are independently owned we aren’t restricted to a small suite of products that we can offer. Our financial planners strive to provide quality financial advice to our clients.
We Offer Fee Based Financial Planning
Being a fee for service financial planning team provides us with the opportunity of being able to provide our clients with quality financial planning advice in all areas of financial planning – not just the ones that pay a commission. Rather than being influenced by the amount of commission we receive on a product we recommend, being paid a fixed fee ensures that we source the absolute best investments for you based on exactly what you need rather than what your adviser wants to earn. We are working for you as your financial planners, rather than working to earn a commission from a product provider. Our financial advisers and financial planners are interested in achieving your financial goals above all else.
Financial Planning Strategies – Not Just Financial Products
Another advantage of a being a fee for service financial planning group is that that we get paid for our advice regardless of whether we recommend you a specific product. This means that we have the freedom to provide our clients with the right strategy to help them achieve their financial goals. As a result, many of our clients have received comprehensive financial advice focused on areas which are rarely covered by our competitors such as budgeting, debt reduction and industry super funds. Your financial planning is in good hands at Concept Wealth Solutions.
Cutting Edge Financial Planning Research
To help our clients the best way we can, we research everything meticulously to ensure that it meets the high and exacting standards of our financial planners and financial advisers. Our financial planners are dedicated to finding new and exciting financial planning strategies for our clients. We also provide training to other professionals in the financial planning industry.
Happy Financial Planning Clients
It has always been our belief that happy clients are our best source of advertising. This is why we have never seen the need for a large marketing budget. We generate most of our financial planning clients by word of mouth. Hear what some of our clients have to say in our financial planning testimonials.
Our Financial Planners Do All The Work
We deal with a very wide demographic, but one thing always remains the same – almost all of our financial planning clients either don’t have the time, the inclination, or the expertise to look after their financial future on their own. We have an experienced team of financial advisers/staff to ensure that the impact on your day-to-day life is minimal. Our staff chase up the banks, brokers, forms and all the information that you need.
All this is included in the financial planning fee that we charge you which is detailed in writing at the very start of your engagement of our financial planning services. How often have you thought, “I really should do that, but I don’t have the time”? Follow in the footsteps of many before you and get the specialist financial planning team from Concept Wealth Solutions to help.
We are a Principal Member of the Financial Planning Association of Australia (FPA)
Concept Wealth Solutions is a principal member of the Financial Planning Association of Australia (FPA). This means that we’re governed not only by the regulations under our ASIC-provided Australian Financial Services Licence (AFSL), but that we are also required to adhere to the FPA’s stringent professional and ethical standards.
Your first free meeting with a Concept Wealth Solutions financial adviser is complimentary with no obligation. Book in today to see how a Concept Wealth Solutions financial planner in Sydney can help you.
Get the right professional financial planning advice with our expert team of financial planners and financial advisers today.
