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Rancie Financial profile image
R

Rancie Financial

Sound advice can really make a difference to your personal situation at any stage of your life. It important to remember that its never too early or too late to have a plan. Our planning solutions are not just about making plans for your money, but we are also passionate about building wealth and choices for You. We work with individuals, couples, families, and children of our clients. Through educating and providing intelligent solutions, we create a framework to help you build, protect and transfer wealth between generations. We have been in business for over 30 years and are highly qualified and committed to delivering the most beneficial advice to our clients. We work with qualified tax agents, lawyers, estate planning specialists and mortgage lenders so you don’t ever need to look outside of our business for any of your financial needs. Our goal is to put a plan in place which allows you to build towards your desired lifestyle now, and in to the future. What sets us apart is that we are a family business that understands family and the various challenges that we face with each generation. The bottom line is, we see creating and looking after your wealth as a lifelong commitment.

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Hear from
a professional

What do you love most about your job?

As financial advisors, we are in an incredibly privileged position. It takes an enormous amount of courage for people to come in an lay their entire life bare. To tell their story and talk about their hopes and dreams. It’s a privilege to be in that position, so the least we can do as advisors is to honor that courage and help them achieve what’s most important to them.

We can coach our clients, mentor them and motivate them to make decisions that they wouldn’t otherwise make. This is how we help people live the life they choose and that’s the difference that we make as advisors. It’s an incredibly important position and privilege that we have every day.

What inspired you to start your own business?

It's a questions I get a lot: what inspired you to leave the safety and stability of a traditional job to pursue your own business? The short answer has always been "I knew there was a better way" .
A more tailored way, a more considered and personal way!

Why should our clients choose you?

Our goal is to put a plan in place which allows you to build towards your desired lifestyle now, and in to the future.

What sets us apart is that we are a family business that understands family and the various challenges that we face with each generation.

The bottom line is, we see creating and looking after your wealth as a lifelong commitment.

Can you provide your services online or remotely? If so, please add details.

Like most businesses these days, we have the ability to meet remotely via Zoom or in person - whatever your preference is.

What changes have you made to keep your customers safe from Covid-19?

We follow all Covid-19 rules as outlined by the State Government.

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Reviews

4.98/5.00

based on 170 reviews

The average rating for Bark Financial Advisors in Melbourne is 4.98, based on 170 reviews.

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