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Plus7 Financial Management Verified Business

(0)

ABN

11 211 901 965

Business contact details

Address:1 Alexandra Avenue, Rose Park, SA

Website:http://plus7fm.com.au/

Opening hours

Friday:

9:00 AM – 5:00 PM

Saturday:

9:00 AM – 1:00 PM

Sunday:

Closed

Monday:

9:00 AM – 6:00 PM

Tuesday:

9:00 AM – 6:00 PM

Wednesday:

9:00 AM – 6:00 PM

Thursday:

9:00 AM – 6:00 PM

Business description

Plus Seven Financial Management is a premier Financial Planning practice, located in Rose Park. As a premier wealth partner, we work in conjunction with our clients to align their finances with what's important to them and ensure they are on the path towards financial success - whatever that means! Our wealth boutique is uniquely positioned to provide holistic and tailored financial planning solutions with a focus on client outcomes, personal and attentive service. With an in-house accountant, we're able to provide a full suite of wealth management services. We help our clients in areas of: Budgeting & Cash flow Control, Tax Effective investing, Portfolio Construction, Investment, Life and Income Protection insurance, Superannuation, Retirement Planning, Centrelink and Aged Care Solutions

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Qualifications

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Frequently asked questions

  • Are you an insured business and do you guarantee your work?

    We hold Professional Indemnity insurance as a requirement of AustralianUnity. This is renewed and audited each year.

  • Why should a customer hire you over another service provider?

    As a mature business, we're able to focus on client outcomes and building relationships, not short term decision making. We wish to be part of our clients story and wealth management partner, long term. We deliver high end, technical advice and smart financial planning solutions in simple terms with our focus on local, personalised service. We have a range of advice packages tailored to suit individual needs. Our partnership with AustralianUnity is important and unique to our practice. This allows us to keep abreast of current legislation, strategies and portfolio construction trends while we focus on client care and personalised advice. AustralianUnity is heavily involved in community pursuits particularly in the health and wellness sector.

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