FINANCIAL STABILITY 325A Moreland Road, Coburg, Victoria 3058
About the Business
Welcome to Financial Stability, a leading establishment in finance located at Coburg, Moreland Road, 325A in Australia. As a point of interest, we pride ourselves on providing tailored recommendations and reducing the complexities surrounding Aged Care. Our team of experts, including our FPA accredited Aged Care specialist, are dedicated to helping each individual navigate the Aged Care process with clarity and transparency.
At Financial Stability, our focus is on service and results. We understand that careful planning leading up to retirement can greatly impact the quality of your retirement living. That's why we offer guidance and assistance in maximizing your available assets to ensure a comfortable retirement.
Facing redundancy can be a daunting experience, especially when it comes to financial concerns. We can help you navigate this uncertain time by ensuring your payment is correct and exploring how Centrelink may be able to provide assistance.
Planning for your own Aged Care or that of a loved one can be stressful and complex. We are here to alleviate your worries by addressing common concerns such as selling your house, affording the fees, and finding ways to reduce them.
We understand that circumstances change, and this can have legal and financial ramifications. Our team is here to support you through these changes, providing guidance and advice to ensure your financial stability.
Our clients value the personal approach we offer, as well as our ongoing review of investments and retirement funds. With our knowledgeable advisor, Sonia, you can expect one-on-one service and clear explanations of financial matters.
Don't just take our word for it - our clients have expressed their satisfaction with the service provided by Sonia and our team at Financial Stability. Whether it's consolidating super funds, resolving Centrelink and Aged Care issues, or providing comprehensive financial advice, Sonia's expertise and caring manner have earned her clients' trust and loyalty.
We are proud to be a Corporate Authorised Representative of Count Financial Limited, AFSL No. 227232. With almost 30 years of experience in financial planning, Sonia continually upgrades her qualifications to provide the best possible advice. Her integrity, empathy, and client-focused approach have made her a trusted advisor among her clients, colleagues, friends, and family.
If you're looking for financial stability and peace of mind, look no further than Financial Stability Pty Ltd. Contact us today to schedule a consultation and start planning for a secure financial future.
Photos
Location & Phone number
325A Moreland Road, Coburg, Victoria 3058, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Sonia provides relevant information that supports my current circumstances and always ensures my financial needs are met. She also provides tips and suggestions that might be of interest."
"16th January 2019 Sonia Turkovic Financial Stability I want to thank Sonia Turkovic on the excellent financial and personal service and advice she has provided to me over the past 5-6 years and more recently where she was there again to guide and support me in connection with changes to my personal circumstances. Sonia has always been responsive and answered all my questions. I was never left wondering what was to happen next, which makes a difficult process like superannuation and taxation relatively stress and worry free. Sonia has had many years’ experience in the financial advisory/planning profession and she continually upgrades her qualifications so that she can give the best possible advice to her clients. Sonia is knowledgeable, always professional and acts with integrity and honesty. Sonia is empathetic and practices client focused customer service. She makes recommendations based on what is best for the client and not whether the financial gains are greater. I would have no hesitation in recommending Sonia Turkovic and Financial Stability to all my business colleagues, friends and family. Teresa Lamanna Better Health Nutrition"
"We have been Sonia's clients for over 13 years. During this period we have received professional, sound advice in managing our assets. In addition, this has always been delivered in a friendly, respectful way. We highly recommend Sonia as a financial adviser."
"Heather and I have used Sonias services for over 2 decades now. We aren't on high salaries but she has steered us into a sound financial position for looming retirement. This includes getting us through the GFC and having enough funds available when needed to build a house, buy a new car & help out the kids. She has taken all the stress out of managing our money without us having to become experts ourselves. Very happy to recommend her."
"Sonia has been providing excellent financial advice over several years to myself and my wife. Her on going support and up to date information has enabled us to manage our financials prior to my retirement and subsequent retirement. Her availability is always only a phone call away and always providing a service which is to your benefit."
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