Fiducian Financial Services - Hunter
20 Alma Road, New Lambton, New South Wales 2305
About the Business
Welcome to Fiducian Financial Services - Hunter, located at 20 Alma Road, New Lambton, Australia. We are a reputable institution offering a wide range of financial services including accounting, establishment, finance, insurance agency, and we are a point of interest in the local community.
Established in March 2008 by Shane Pinkerton, under a Franchise Agreement with Fiducian Financial Services Pty Ltd, our team of experienced Financial Advisers, Shane Pinkerton and Amy Hoad, are dedicated to providing exceptional financial arrangements tailored to meet your individual needs.
Shane Pinkerton specializes in Centrelink Advice, Wealth Creation, Superannuation, Business Planning Advice, Retirement Advice including Redundancy, and High Net Worth individuals. Amy Hoad specializes in Wealth Accumulation, Superannuation, Investment, and Personal Insurance Advice.
Our Client Services Team is bright, energetic, and committed to helping our clients. Their positive and helpful attitude creates a fantastic culture within our office, focused on efficiency and delivering results for our clients. At Fiducian Hunter, we prioritize quality financial planning and provide a dedicated support team to build and maintain long-term relationships, ensuring positive experiences for our clients.
Don't be misled by common myths surrounding financial planning. As a Professional Financial Planner, I often encounter misconceptions that can lead individuals in the wrong direction. This series of myths aims to help you delve deeper into your own financial position and make informed decisions that will ultimately help you achieve your individual objectives.
Some of the myths we will address include:
1. Myth 1 – I need to have money to see a Financial Planner
2. Myth 2 – The Royal Commission into Financial Services means Financial Planners can't be trusted
3. Myth 3 – I'm going to rollover all my superannuation funds into the one with the biggest balance
4. Myth 8 – It's okay to take a compassionate withdrawal from my super
We understand the importance of finding a professional and trustworthy Financial Adviser. Our clients and partners have praised Shane Pinkerton and his team at Fiducian Financial Services for their professionalism, ability to quickly assess clients' needs, and their deep understanding of why each individual requires financial planning advice.
Whether you're looking to improve your financial position, plan for retirement, or seek guidance on investments and insurance, our Financial Advisers are here to provide expert assistance. Start your journey towards a secure financial future by reaching out to us today. Your request has been sent to the Financial Adviser, and we are ready to provide you with professional assistance in creating your financial plan.
Photos
Contacts
20 Alma Road, New Lambton, New South Wales 2305, Australia
Opening hours
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
"This team at Fiducian are really on their game as i was looking for change from my current financial institution who i had been with for many years but things seemed to sitting idle, after meeting the Fiducian team i soon realised that this was the change that i was looking for , with fresh approach , new ideas and good due diligence done on a new plan and approach has me seeing where i will be heading not only during the rest of working career but also beyond, well done team Fiducian"
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