Marinis Financial Group 49 Beulah Road, Norwood, South Australia 5067
About the Business
Welcome to Marinis Financial Group, an independent establishment located in Norwood, Australia. As a finance institution, we pride ourselves on providing conflict-free advice to our clients. We do not accept commissions or product placement fees, ensuring that our recommendations are solely based on your best interests.
One of the key aspects that sets us apart from other financial planning firms is our genuine independence. We are independently owned, licensed, and remunerated, allowing us to provide unbiased and transparent services. Our fees are flat dollar fixed fees, and any commissions that cannot be eliminated are fully rebated back to our clients.
At Marinis Financial Group, we value our clients' individual needs and preferences. We offer initial and review appointments through videoconference or telephone, making it convenient for clients across all states and territories of Australia.
When it comes to investing, we follow a disciplined approach backed by academic quality evidence. Our investment philosophy focuses on index (or passive) investments, which have been proven to deliver consistent returns. We also prioritize the cost of investing, ensuring that our clients pay lower superannuation and investment fees.
Rest assured, we have no conflicts of interest and no incentive to recommend any particular product. Our goal is to work together with our clients to achieve their life goals and objectives. For couples, we encourage both partners to attend meetings to ensure alignment in financial planning.
Cybersecurity is a top priority for us. As an AFS licensee, we have implemented technological systems, policies, and procedures to protect your sensitive information. We comply with all regulatory obligations and stay informed on the latest cyber safety updates.
Our vision is to be Adelaide's first choice for individuals serious about reaching their financial goals. We communicate honestly, effectively, and educate our clients on the changing world around them. Our success is measured by our clients' satisfaction and we strive to provide a vivid picture of a financially stress-free future and our role in achieving it.
Join Marinis Financial Group and experience personalized, independent financial advice that puts your needs first. Contact us today for your complimentary initial appointment.
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Location & Phone number
49 Beulah Road, Norwood, South Australia 5067, 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
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