Financial Services SA 7 John Street, Jamestown, South Australia 5491
About the Business
Welcome to Financial Services SA, a leading establishment and point of interest located at Jamestown, John Street, 7. At Financial Services SA, we pride ourselves on opening up meaningful discussions and cutting through technical-talk to provide our clients with straight-talk. However, what sets us apart is our dedication to listening. We understand the importance of prioritizing service for rural and remote families, which includes meeting on-property or wherever is convenient for our clients. We are always available when our clients need us.
Our main objective is to help our clients identify and articulate their current needs and future objectives. With this information, we create tailored financial plans that are designed to achieve their goals. We believe in building strong relationships with each of our clients to truly understand their goals in life and what is necessary to achieve them. Our focus is on providing individually designed strategies for every client, taking a holistic approach that encompasses both business and personal financial services. Our ultimate goal is to place our clients in the strongest possible financial position.
We firmly believe in the principles we stand for, which is why we offer face-to-face meetings with our clients at mutually convenient times and locations. We strive to fill the gaps we see in the financial services sector today, ensuring that our clients receive the personalized attention and service they deserve.
Phillip Dibben, an accredited adviser with P2P Agri, leads our team at Financial Services SA. With his expertise in farm business profitability, he makes the complex world of financial planning easier for our clients.
We invite you to explore our website and learn more about the comprehensive financial services we offer. Whether you're a rural family, a remote business owner, or simply seeking personalized financial advice, Financial Services SA is here to help you achieve your goals and secure your financial future.
Location & Phone number
7 John Street, Jamestown, South Australia 5491, 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
"We thoroughly enjoy working with Financial Services SA and have done so since 2015. Dibbo and Rosalie are genuinely dedicated to helping farming families take care of their businesses and their personal affairs."
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