Addicott Partners is invested in the future of those they serve - servicing clients around Melbourne and throughout Australia.
We pride ourselves on being client-first.
So we don't recommend any bank or service unless it's in your best interest.
We hold multiple accreditations for financial advising, and have years of experience servicing a wide range of clients.
We don't recommend any bank or service unless it's in your best interest.
No cookie-cutter approaches, our advice is tailor-made to suit your financial situation and potential for growth.
We keep it simple, and make it clear to you what our strategies and recommendations are.
I am passionate about working with clients to achieve their goals and dreams. I believe my role is to educate and guide my clients on the right path so that their dreams can become a reality.
I am passionate about customer experience and team engagement. My eyes are always open to discover new and innovative ways to improve business processes and make life easier for everyone.
Client Service Manager
Penny goes the extra mile for our clients.
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.