Halcyon Financial Services 19 Shierlaw Avenue, Canterbury, Victoria 3126
About the Business
Welcome to Halcyon Financial Services, located in the beautiful city of Canterbury, Australia. Our establishment is a boutique wealth management firm that has been serving clients since 1985. Founded by Brian Murray and succeeded by his son Brendan Murray, we take pride in our family history and the personal touch we bring to our clients' financial lives.
At Halcyon Financial Services, our purpose is to simplify the complex world of finance for our clients and provide them with the confidence that they are on the right path towards achieving their financial dreams. We believe that everyone deserves a life of financial abundance, and we are dedicated to helping our clients achieve just that.
Our family-based culture creates an environment where we always act with our hearts in the right place. We are committed to delivering on our promises and maintaining open communication with our clients and team members. We strive to create a nurturing and educational atmosphere that offers opportunities and choices for both our clients and staff.
With over 30 years of experience, our advisor team has successfully managed money in both bull and bear markets. We do not experiment with our clients' money; instead, we apply a systematic process based on academic theory that has been thoroughly tested through various market cycles.
While capital preservation followed by growth is the focus for most of our clients, we understand that each client has unique needs and circumstances. Therefore, we thoroughly analyze all aspects of our clients' current financial situation and desired outcomes before constructing a personalized strategy or portfolio.
Halcyon Financial Services operates under the corporate authorization of Halcyon Wealth Management Pty Ltd. We are committed to maintaining the privacy of our clients and adhering to our privacy policy. We also have a dedicated complaints process in place to ensure that any concerns are addressed promptly and efficiently.
Thank you for considering Halcyon Financial Services as your trusted partner in achieving financial success. We look forward to the opportunity to serve you and your family.
Location & Phone number
19 Shierlaw Avenue, Canterbury, Victoria 3126, Australia
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