Need Financial Advice in Hobart?
Having a clear and comprehensive understanding of your current financial situation as well as being armed with the pathways on how to secure your financial freedom and future is worth its weight in gold. To gain this valuable knowledge and to be fully equipped with the plans and pathways needed to achieve your financial goals you will need the assistance of a qualified and skilled financial planner. At Growth Financial it is our passion to assist everyday Australian find their perfect match and help take the first steps to their secure financial future.
Core Indipendent Financial Advice
I’ve been there
I understand that you want expert financial advice, that’s simple to follow, and gives great results.
That’s what I want for myself, my wife and my three kids. So I’m guessing it’s what you want too.
But it can be hard to get great financial advice you can really trust.
Back in the day, I had a successful career as a computer programmer. But I wasn’t really getting the financial advice I knew I wanted. So I quit that career in 2013 to get fully trained up as a financial adviser MYSELF!
After working for a while in financial advice I knew I would have to make a second big change. I realised that to really provide the kind of unbiased independent service to others that I wanted myself, I would have to go out as an independent financial adviser.
So I did. I set up my own business as a 100% independent financial adviser to help people like you.
Fairness and loyalty
I believe in fairness and loyalty.
I think if you’re paying an adviser you have every right to expect trustworthy advice that is completely in your best interests. No ifs no buts. And I believe you should pay as little as possible to get the maximum return on your money. That’s just fair. Plain and simple.
You deserve to have someone in your corner committed to giving you peace of mind around your finances because life is hard enough as it is. I truly believe a financial adviser should be reliable, unbiased and caring. I was taught that loyalty matters.
Not a good thing
I don’t think it’s right that most financial planners – as many as 99% of them – make money by charging their customers unnecessarily high fees and hidden commissions.
And I don’t like how advisers limit the products they put in front of their customers because of special arrangements they have with financial institutions.
As the customer you are getting less choice at a higher cost. That doesn’t sit well with me.
Independent for you
I do things differently.
As a 100% independent financial adviser, I receive no commissions or benefits from ANY product providers or financial institutions.
I am not trying to sell you anything. And I always have your best interests at heart.
The gold standard
The gold standard for independent financial adviser is the Profession of Independent Financial Advisers (PIFA). I get to use this fancy gold badge on my website because I meet all the PIFA criteria:
No ownership links or affiliations with product manufacturers.
No commissions or incentive payments from product manufacturers.
No asset-based fees.
There are more than 20,000 financial planners in Australia. But there are only around 60 PIFA approved financial planners in the whole country!
Yes, that’s right. Only about 0.03% of financial planners are PIFA approved. And I am the first and only one in Tasmania.
Are you ready to stop wasting your money paying unnecessary fees and commissions to mainstream financial planners?
Are you ready to go independent?
Strategic Financial Planning
Strategic Financial Planning, Tasmania’s financial advice experts
Our dynamic Hobart team of professional Financial Advisers offer balanced, insightful financial advice and coaching, to help you achieve the financial security, freedom and lifestyle you want.
No matter where you are in life
Strategic Financial Planning will tailor a one-of-a-kind financial advice solution to suit your personal circumstances. Our professional Financial Advisers work with you through every step of your unique financial planning journey to help you thrive, achieve your goals, and obtain financial freedom.
We have a genuine and open relationship with our clients as we take on the role of mentors and financial coaches. We are a passionate and committed team, coaching our clients to achieve their financial and lifestyle goals.
Strategic has always had a policy of hiring the "best and brightest" people and our current team is testament to this. We take great pride in our people and believe them to be the energy that drives our business.
Simon is a young and energetic planner who has been with Strategic since 2008
Having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics via the University of Tasmania and Advanced Diploma in Financial services and is also a Certified Financial Planner®.
Simon's passion is assisting clients to improve their financial position and reach their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.
He relishes the role of financial coach. Simon is also accredited to provide advice regarding mortgage products and as such is able to assist Strategic clients with their home loan requirements.
Simon is a member of the Financial Planning Association of Australia.
Main Street Financial Solutions
Main Street Financial Solutions is a boutique financial advisory business which was founded by award winning advisers Charles Badenach and Rebecca Fergusson.
The business was established through a shared desire to create a financial planning business that was aligned with the founder’s goals and values.
As a privately owned business we make decisions that are not influenced by third party relationships, in house products, or other conflicts of interest.
With a legal and accounting background the founders recognise that all clients are unique and the objective of the business is to provide individual clients with individual financial planning solutions.
We offer personalised, professional, accessible, holistic financial planning to busy professionals, small business owners, families, charitable foundations, pre retirees and retirees.
As a business we are committed to making a meaningful difference to the quality of our clients personal and financial lifestyles so that they are able to spend more doing what they enjoy. To achieve this we aim to provide clients with professional, personal, accessible and cost effective advice.
When we prepare a personal financial plan, we understand that every client is unique and we will tailor this to your personal circumstances taking into account all of the issues which are important to you.
For the majority of clients we also provide ongoing advice as there will inevitably be changes in personal circumstances, government policy, the economic environment and investment markets that affect your long term financial strategy.
This would usually occur through regular reviews, meetings, telephone calls or emails to you. However we would work with you to determine what is the most suitable ongoing arrangement for you.
We look forward to working with you. The objective of these services is to enable clients to build, protect, and maintain their wealth over the long term. This is achieved by providing personal financial advice, solutions, and services that are tailored to your unique set of circumstances and objectives.
Choosing a financial planner can often be the most difficult step. In making your choice there are a number of issues that you need to consider and Charles has prepared a free e book on this subject.
How financial planning works:
The process financial planning can be time consuming, convoluted and complex at times, which is why it is always recommended to leave it in the hands of the experts. When engaging with your professional financial planner they will accurately identify your goals, assess your current financial situation, prepare you personalised financial plan, advise how to implement their strategies and recommendations and then review and evolve your plan over time. You will receive expert advice for all aspects of your financial and life goals and will leave being fully equipped and rich with knowledge, so you can make the best decisions for you and your loved ones.
How to get started:
You have already taken the first step by being here today and we are excited to help you embark on the rest of your journey to financial freedom and securing your financial future. After working with many everyday Australians and helping them find the best financial planners for them, we have a strong understanding that after making the decision to engage with a financial planner, most of us do not know where to turn or how to make the right choice. At Growth Financial, we are your middleman and we pride ourselves on being the best in the business in pairing the right financial planners with our clients to ensure your needs and goals are met. To get started just click on the ‘Get a Free Quote’ button above and follow the few simple steps and we will take care of the rest.
Why seek out financial advice?
Most of us just do not have the time to dive deep into fully understanding everything impacting our financial future and as this process can be extremely time-consuming and difficult to wrap our heads around we often find ourselves not knowing what you should do to ensure a better financial situation. A professional and experienced financial planner gives you the benefit of a valuable partnership and utilising their knowledge, experience, insights and practical ideas, you will feel confident in the financial advice provided whilst remaining in complete control of what happens with your money. Due to how much your decisions and the actions that follows impacts your life, it is crucial that you are entering this decision making process being as informed as possible, which is why we truly believe in the importance of investing in a trusted financial planner.
Benefits of having a financial planner?
Investing in a highly skilled and qualified financial planner and having someone who is in your corner with your best interests in mind in crucial to the success of your financial security. The benefits that come along with hiring a financial planner and being equipped with a well thought out financial plan and strategy makes a huge difference to both your short and long term goals. A financial planner will arm you with the following advantages:
- Determining and defining your financial goals
- Creating an individual plan and pathway on exactly how to achieve your goals
- Providing proven strategies to secure your financial future
- Specific and effective retirement plans
- Advice on how to get the most out of your superannuation
- Assistance in the management of budgets, savings and debt
To embark on the first steps to your financial freedom and future security, allow Growth Financial take all the guesswork out of finding the best industry leaders in all aspects of financial planning. Getting started today is easy and at your fingertips. Connect with the best financial planner Hobart today.