Financial Advice and Services
Addicott Partners use our years of financial experience to provide you with Financial Advice that works for you so you can organise your finances so that you can spend your time on what's most important.
At Addicott Partners we don't want you to be in the dark about your money. We pride ourselves on the transparency of our service. We're client focused advisors, and put our clients . This means our number one and only priority when giving advice to our clients is our clients.
At Addicott we provide clear, transparent financial advice to all of our clients.
All our financial advisors are FASEA accredited and product agnostic.
Addicott Partners provide holistic advice. We have experience in complex retirement planning, wealth accumulations, Superannuation, Self Managed Super Funds Insurance, Insurance claims and tax effective investment advice.
1. GET IN TOUCH
Fill out our contact form and we'll organise a meeting with you so we can get an understanding of you and your financial goals.
2. INITIAL APPOINTMENT
We'll get in touch and organise your free initial appointment. We'll discuss your current situation and your financial goals.
3. NEXT STEPS
We'll assess the level of service you will need and recommend one of our service packages - tailored to your specific needs and goals.