St Anthony Financial Planning 301 Burwood Highway, Burwood, Victoria 3125
About the Business
Welcome to St. Anthony Financial Planning, located in the vibrant city of Burwood, Australia. As a trusted establishment in the finance industry, we are dedicated to providing exceptional financial planning services to individuals and families seeking to secure their future.
At St. Anthony Financial Planning, our approach is centered around you. We believe that understanding your unique goals and aspirations is crucial in creating a tailored financial plan that aligns with your vision for success. In our first meeting, our experienced team will take the time to get to know you, asking insightful questions to uncover your priorities and identify areas where we can add value to your financial situation.
If we determine that we can assist you in achieving your goals, we will outline a fixed fee for our initial advice and any recommended structural changes. Our aim is to be transparent and ensure that you are fully informed about the services we provide and the associated costs.
Our comprehensive financial planning services encompass a range of areas, including the preparation of detailed financial plans and investment strategies. We also specialize in assisting clients in the years leading up to retirement, helping you navigate this important transition with confidence. Additionally, we offer reviews of your current superannuation and insurance arrangements, ensuring that they are optimized to meet your needs.
Led by Antony, a seasoned financial planner with over two decades of industry experience, our team is committed to delivering comprehensive and personalized advice to our valued clients. Antony has worked in prominent financial institutions, including Australia and New Zealand Banking Group (ANZ) and a boutique financial advice firm in Melbourne. He takes great pride in guiding clients through various stages of life, providing them with the knowledge and tools to make informed financial decisions.
Whether you require assistance with funding your children's education, evaluating your insurance coverage, or developing a retirement, wealth creation, or wealth management plan, we are here to help. Our expertise and dedication will ensure that you have a realistic roadmap to achieve your life priorities through effective financial planning.
Contact St. Anthony Financial Planning today to schedule your discovery meeting and take the first step towards a secure and prosperous future. We look forward to partnering with you on your financial journey.
Photos
Location & Phone number
301 Burwood Highway, Burwood, Victoria 3125, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Antony was referred to us by an on-line application. However from our first meeting it was obvious that he was more than just a numbers man. He was interested in our goals, aspirations, family dynamics, beliefs and what makes us tick. He is a good listener and did not try to “sell us” on any product or institution. After several meetings with him, he was able to provide us with a plan for retirement and a blueprint of how we were going to be able to sustain the lifestyle we were hoping to achieve during our twilight years. He was able to explain these concepts in a simple down to earth manner. We have recommended Antony to our children for their future planning and would gladly do so for anyone else."
"I am delighted to share my outstanding experience with Antony. His professionalism, combined with a relaxed and approachable demeanor, made the process easier for us. His impressive knowledge in the financial realm is evident in every interaction, making complex concepts easy to understand. I am genuinely grateful for his guidance and highly recommend his services to anyone seeking expert financial advice. Five stars all the way!"
"the service was prompt and exceptional. All our issues were sorted out with no delay. It was a pleasure dealing with Anthony who was extremely kind , courteous and Ultra Efficient!"
"Anthony was introduced and recommended to us by a mutual friend and we are glad that we met Anthony for our financial advice and planning. It is impressive that how he was able to get us to determine what exactly is important to us and provide a very personalised plan to achieve our financial goals. He is very professional, has a thorough knowledge and experience to assist us. I just want to thank Anthony for pointing us to the correct direction and helping us to actualise our financial goals."
"I contacted St Anthony Financial Planning recently for financial advice and was very impressed with the customer service that I received. Antony Fernando listened carefully to my request to properly understand my situation and after some online & face to face meetings Antony has provided me with comprehensive financial advice which has enabled me to achieve my financial goals. I can highly recommend St Anthony Financial Services for anyone looking for good financial advice at a competitive rate."
List of local businesses, places and services in Victoria
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos