Advise Me Today - Independent Financial Advice
20-40 Meagher Street, Chippendale NSW
20-40 Meagher Street, Chippendale NSW
Independent financial advice. Advise Me Today is an independent, privately owned, specialist financial planning firm. We help clients build their wealth, and protect their families and their lifestyles. We are experts and specialists in all things superannuation, insurance, investments and financial planning.
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What do you love most about your job?
I love meeting with nice happy people and getting to help them achieve their financial goals, dreams and most importantly peace of mind.
What inspired you to start your own business?
I think financial advice could be much more accessible, I think it can be much more honest, and much less conflicted, I also think the advice should always help clients more than it helps the advisers giving it, my motto is fairly simple, advice that puts clients first.
Why should our clients choose you?
We're expert, we're independent, we're experienced, we put clients first, and we've got the best & top qualifications.
Can you provide your services online or remotely? If so, please add details.
Yes, we regularly provide services remotely, we can do this via Microsoft Teams, Zoom, Google Hangouts, Skype or Facetime.
We have clients all over Australia, and we're based in Sydney.
Superannuation Advice
Independent advice for your superannuation, helping you maximise it, chose the best fund and get the best returns - so you can retire wealthy & happy
Insurance Advice
Independant advice for your insurances - we take no commisions. Protecting your lifestyle & assets, we work with clients to ensure that they are covered no matter what life throws at them, and we do it with their preferences first, we take no commissions so you can know you're getting the best advice, for you.
Investment Advice
I've worked at some of the best investment houses in the country, including Macquarie Bank, we put together the most cutting-edge investment solutions - with your needs front and centre.
If that's super, we have low-cost, low-fuss solutions, the same for portfolios in your personal name (or Trusts), equally, we provide services for High Net Worth and Ultra High Net Worth families, helping them manage their portfolios to ensure the highest possible return with the lowest possible fees.
Financial Planning
Pay off debt? Maximise Super? Minimise Tax? When can I retire? How much do I need to retire? How long will my money last?
Financial planning is a broad service, and we do it all.
