Saltwater Financial Group 20 Highview Place, Parkwood, Queensland 4214
About the Business
Welcome to Saltwater Financial Group, a leading establishment in the finance industry located in Parkwood, Highview Place, 20. At Saltwater Financial Group, we prioritize providing our clients with exceptional financial advice and guidance to help them make informed decisions and achieve their financial goals.
One of our esteemed financial advisers, Sophie McClelland, has been assisting clients for over five years. Sophie's commitment to her clients is evident through her generous allocation of time and her dedication to explaining every step of the financial planning process. With Sophie's guidance, many clients have successfully transitioned into retirement with confidence and security.
Sophie's expertise is not limited to her technical knowledge but is also reflected in her exceptional communication skills. She is always a pleasure to talk with, and her patience in addressing her clients' queries, no matter how complex, is commendable. Sophie's ability to simplify financial concepts and make them understandable to clients sets her apart in the industry.
We highly recommend Sophie's services to anyone seeking sound financial advice. Her talents extend beyond her technical expertise; she genuinely cares about her clients' financial well-being and strives to provide them with the best possible advice tailored to their specific needs.
Sophie's track record speaks for itself, as many clients have chosen to stay with her throughout her career. Her measured and knowledgeable advice has earned her a loyal client base, and her recent move to Saltwater Financial Group has only strengthened her ability to serve her clients better.
When you work with Sophie, you can trust that she will always prioritize your best financial interests. She treats your money and investments as if they were her own, ensuring that every decision made is carefully considered and aligned with your goals.
At Saltwater Financial Group, we pride ourselves on delivering honest, trustworthy, and personalized financial advice. Whether you need assistance with retirement planning, investment strategies, or any other financial matter, we are here to help. Contact us today to schedule a consultation with Sophie McClelland and experience the difference of working with a dedicated and knowledgeable financial adviser.
Photos
Location & Phone number
20 Highview Place, Parkwood, Queensland 4214, 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
"I am absolutely delighted in Sophie’s genuine interest in my financial retirement plan particularly when going through a very stressful divorce/ property settlement. Sophie had assisted/guided me through a very foreign world for me . She has achieved this in a very professional manner but enabling / reassuring me with sound financial advise. She has strong ethical values & not just there to make as much money for herself @ family this was proven to me when she offered to attend a CentreLink meeting with me . Offered to pay for her time but was firmly told NO !! this needs to be sorted . Sophie you have achieved the hard task to make me feel very secure with you . I would highly recommend to anyone wanting a highly skilled financial planner with work ethics & a caring demeanour & dedication to her clients . Gail Lee"
"I have known Sophie for over six years in which she has been our financial advisor. The work performance throughout that time has been superb with good and sound advice as well as an excellent professional attitude. Sophie spells things out straight up and down without any embellishment of the facts, and this allows me to fully understand the full impact of my situation. I would recommend her services without any hesitation. - Bruce H Evans"
"I contacted Sophie to help with mums finances after dad passed and Im glad I did. Sophie went above and beyond what she needed to do and nothing was a problem for her. She organised mums DVA gold card and so many other bits and pieces that we were a bit overwhelmed with. We felt very comfortable with Sophie and found her approachable and totally trustworthy. Id definitely recommend Sophie to anyone, she is a great financial planner and just a lovely person!!!"
"The service from Sophie has been outstanding. She has helped my brother and myself get dad sorted in relation to his finances but she has also helped us in understanding the aged care processes. Both Eric and I are very grateful for all of the hard work and patience Sophie has shown and given to us. we have no hesitation in recommending Sophie. you will not find a more honest, trusting and caring person to help with your loved one. Thank you heaps Sophie Eric Welch and Lyn (Moller)"
"Sophie has been looking after my finances for 2 years now and I hope will do so for many more years. She is very approachable, goes through and explains thing so you can follow and doesn't move on unless you are comfortable with what has been discussed. I am delighted with how my finances are being managed and would have no hesitation in recommending Sophie to anyone."
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