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Financial Services

Financial planning ensures that your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

We offer our clients financial and investment planning services through our engagement of Quadrant Local and their Authorised Representative Steve Greenham. Steve has more than 20 years experience in the financial services industry, has completed the Diploma of Financial Planning and holds the accreditation of Certified Financial Planner, the highest designation of the Financial Planning Association of Australia.

Quadrant Local is a contracted financial planning arm of Riverwood Group providing a three stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

Quadrant Local covers the cost of the your initial appointment so there is no charge to you. From the initial interview, if you instruct Quadrant Local to undertake work for you, you will firstly be advised of any costs involved.

Click here to find out more about Quadrant Local

 

 
 
 
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