Middleton Financial Planning 17 Bong Bong Street, Kiama, New South Wales 2533
About the Business
Welcome to Middleton Financial Planning, a premier establishment located in the beautiful coastal town of Kiama, Australia. Nestled on Bong Bong Street, our institution stands as a beacon of financial expertise and guidance, offering comprehensive financial planning services to individuals and businesses alike.
At Middleton Financial Planning, we understand that everyone has unique financial goals and aspirations. With our team of highly skilled and experienced financial advisors, we provide personalized solutions tailored to your specific needs. Whether you're planning for retirement, looking to grow your wealth, or seeking to protect your assets, our experts are here to help you navigate the complex world of finance.
As a trusted finance institution, we pride ourselves on our commitment to professionalism, integrity, and transparency. We believe in building long-lasting relationships with our clients, based on trust and mutual respect. Our dedicated team takes the time to listen to your concerns, understand your financial situation, and develop a customized plan that aligns with your objectives.
At Middleton Financial Planning, we offer a wide range of services designed to address all aspects of your financial life. From investment strategies and portfolio management to retirement planning and superannuation advice, our experts have the knowledge and expertise to guide you towards financial success. We stay up-to-date with the latest industry trends and regulations, ensuring that our clients receive the most relevant and accurate advice.
Beyond our commitment to financial planning, Middleton Financial Planning is proud to be a point of interest in the Kiama community. We actively participate in local events, support charitable causes, and strive to make a positive impact on the lives of those around us. Our dedication to giving back is ingrained in our values and reflects our commitment to being a responsible and socially conscious institution.
Whether you're a local resident or visiting Kiama, we invite you to experience the Middleton Financial Planning difference. Our office on Bong Bong Street is a warm and welcoming space, where you can feel comfortable discussing your financial goals and dreams. Contact us today to schedule a consultation and take the first step towards a secure and prosperous financial future.
Location & Phone number
17 Bong Bong Street, Kiama, New South Wales 2533, 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 approached Middletons to rearrange our superannuation a/c's and we have been working with them to have the changes put into place. They have used their knowledge of some new rules for over 70's clients. The range of expertise from Scott, Amy, Ebony and the rest of the staff has been a very nice, friendly experience. The knowledge of the ways of finance has been a great help. Always service with a smile ( as they say ! ) Chris and Barbara George"
"We have been with Middleton Financial Planning for some 2 years and in that time we have had great service from Scott and his staff in regard to all financial matters .We have found that Ebony has been fantastic and helped in many ways with our latest financial issue in regard to shares so thank you."
"Middleton's Financial Planning took over our portfolio some 2 years ago. In that time we have been treated with the utmost respect. Scott showed great knowledge and helped us navigate our way around our finances and has set up a secure future for us. The staff that he has are remarkable, nothing is too hard and any request made by us is dealt with immediately. I highly recommend them and look forward to working them going forward."
"I have found Clare are very skilled financial planner. She is welcoming and a polite person. She goes above and beyond to answer all of my questions. Thoroughly recommended."
"If you need advice and guidance around your financial matters Middleton Financial Planning is the place to go. Scott is extremely knowledgeable and provides his thoughts in an easy to understand manner. His team provide great customer service attending to all of our needs pre and post meeting. The office environment at Kiama creates a professional atmosphere which is reflected in all of their dealings. Highly recommend Scott and his team !"
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