Financial Advice Matters

Financial Advice Matters

Financial Services

Toowong, QLD 375 followers

For us, personal advice is helping our clients build, protect, and manage their wealth through their entire life journey

About us

Financial Advice Matters Group is a financial advice, financial education, financial wellness, and financial planning firm based in Toowong, Brisbane, Queensland. There are an additional seven offices conveniently servicing clients on the east coast of Australia. These locations include Gold Coast, Sunshine Coast, Hervey Bay (Fraser Coast), Bundaberg, Rockhampton, Mackay & Townsville. We take a team approached to servicing our clients and utilise centralised systems and processes to enable us to deliver a consistent, quality advice experience. Our specialised services include: - Financial education and wellbeing programs - Superannuation - Debt Management - Personal Insurance - Investment - Income optimisation - Tax Return preparation and submission - Retirement and Lifestyle Planning Financial Advice Matters is a Corporate Authorised Representative (No. 1234989) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221 and Credit Representative (No.480095) of Centrepoint Lending Solutions Pty Ltd ABN 40 100 947 804 ACL 377711.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Toowong, QLD
Type
Privately Held
Founded
2015
Specialties
Personal Financial Advice, Pre-retirement Advice, Personal Insurance Advice, Retirement Advice, Cashflow Coaching, Aged Care Advice, Wealth Accumulation Advice, Estate Planning, Mortgage Broking, Tax, and Financial Wellness

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