When Financial Solutions 44 Linden Avenue, Eleebana, New South Wales 2282
About the Business
Welcome to When Financial Solutions, your trusted establishment for all your finance needs. Located at Eleebana, Linden Avenue, 44, we are a renowned point of interest in Australia.
At When Financial Solutions, we take pride in offering independent and unbiased advice to our clients. Unlike other institutions, we are not owned by any financial institutions or super funds, ensuring that our advice is not influenced by any external factors. Our main focus is on providing you with the best possible financial solutions tailored to your specific circumstances.
No matter where your super is, we can advise you on your entire financial situation. Whether you need assistance with investments, retirement planning, or insurance, our experienced team is here to guide you every step of the way. If we make an investment recommendation, we have access to a wide range of products that can be customized to meet your needs, including any existing investments you may have.
Our team consists of Rick and Chris, both highly experienced and independent financial planners. Rick has been working in financial services for over 15 years, with almost a decade of experience as a financial planner. Chris, on the other hand, has been in the financial services industry since 2008 and has more than 10 years of experience as a financial planner. With their expertise, you can trust that you are in capable hands.
When Financial Solutions is a Corporate Authorised Representative of Catalpa Pty Ltd ABN 57 648 557 340, ensuring that we operate under the highest standards of professionalism and compliance. Our AFSL number is 530665, giving you peace of mind that we are fully authorized and regulated by the relevant authorities.
Whether you are planning for retirement, looking to grow your investments, or need advice on insurance, When Financial Solutions is here to provide you with the independent and unbiased guidance you deserve. Contact us today to schedule a consultation and take control of your financial future.
Photos
Location & Phone number
44 Linden Avenue, Eleebana, New South Wales 2282, Australia
Hours open
Monday:
08:30 - 20:00
Tuesday:
08:30 - 20:00
Wednesday:
08:30 - 20:00
Thursday:
08:30 - 20:00
Friday:
08:30 - 20:00
Saturday:
Closed
Sunday:
Closed
Reviews
"When Financial Solutions has been very helpful in assisting us to manage our money wisely and has provided excellent advice throughout our two year journey with them. This support has been at every level with Chris and Rachel responding to all of our questions promptly and efficiently. They also provide clarity and understanding of some of the more difficult financial concepts. We have certainly noticed a direct improvement in our financial position which bodes well for our future retirement plans. Thanks to all at When Financial Solutions! Kim and Dave"
"So glad I went to When financial and got advice helped me make a lot of important decisions.Chris explained a lot of different ideas and advice for my retirement.I found Chris so knowledgeable and easy to talk to.Setting up for retirement was much easier than I thought thanks to Chris ."
"5 star review for a 5 star business! Chris did a great job explaining options and giving information and variants. He is succinct and professional. No hesitation in recommending Chris and When financial!"
"Chris was down-to-earth, knowledgeable and friendly. He took into consideration my personal financial circumstances; and gave me sound, professional and unbiased advice, in a way which was easily understandable. I am extremely impressed with When Financial Solutions; and can only highly recommend them."
"Rick from When Financial has done an awesome job with our retirement planning and having an independent advisor saved us thousands of dollars. Rick was very approachable and easy to talk to. We couldn’t recommend When Financial highly enough."
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