There are many different ways clients can access financial advice; through banks, financial advisory practices, tied introducers and others. Each of these carry distinct benefits and disadvantages for clients. We founded FinsBridge Financial Planning to overcome the trade-offs associated with these different approaches, creating a financial advisory firm that offers a best practice approach.
To achieve this, we have set core principles and beliefs to motivate us and help us stay on track to deliver better outcomes for our clients:
We are a privately owned business, founded by passionate individuals with client-centric principles. We are driven to be a force for good, for you -our clients, unravelling the complex world of financial planning to give you straightforward advice. We want to empower you to achieve your goals. We do not have any shareholders, no vested interests, no distractions. Just one aim – to deliver the right outcomes for our clients.
We have a strategic partnership with Aegis Financial Planning led by John Boss – a stalwart in the industry with more than twenty years experience advising clients and managing successful practices, this partnership enables us to access market leading research and products for our clients. (www.aegisfp.com)
The majority of our clients are hardworking professionals, business owners, or retirees. Although no two clients are the same, all of our clients have one thing in common, they want to take control of their financial future. We see our role as a consultant, helping clients understand the options available to them and how the decisions they make now could impact their financial future.
Honest and ethical, including managing client expectations fairly and being transparent.
Delivering continuous Education to empower informed decision making.
We will operate efficiently and with client’s interest at the forefront, this means adding value and remaining competitive.
We will embrace new way of thinking and new technologies, we will always strive to improve for the benefit of our clients.
Researching the whole of market to select the best solutions for our client’s needs, without fear or favour.
Provide a high level of service, delivering ongoing advice tailored for you, keeping you informed of relevant developments.