Why choose Fiducian Financial Services?
Making the decision
We go our own way so you can go yours
Fiducian Financial Services is part of a wealth management group that is dedicated to sourcing the best solutions for clients to reach their financial and lifestyle goals.
This spirit of dedication flows through everything we do – from our commitment to providing tailored personal service to our clients, to the stringent standards all our financial advisers have to meet.
We don’t put our clients into categories, nor make broad assumptions about what we think they need. Our objective nature sees us treat each client as an individual with unique circumstances, goals and dreams.
Our Financial Advisers
Fiducian has a nationwide network of financial advisers, with clients from all walks of life. All our financial advisers are fully qualified, licensed and experienced.
All of them have been authorised to act under the Fiducian Financial Services AFS licence issued by the Australian Securities and Investments Commission (ASIC), and all are members of the Financial Advice Association Australia (FAAA) – Australia’s leading professional community of financial advisers.
Licences and qualifications are one thing. Our financial advisers’ real difference lies in their ability to form lasting relationships with their clients based on trust and integrity. After all, your financial adviser may ultimately end up knowing more about you than your accountant or doctor.
Our Promise
If you decide to partner with Fiducian, we’ll commit to the following – both now and over the long term. We promise to:
- Act as your coach and equip you to make life’s big financial decisions with confidence
- Use the collective wisdom and experience of the Fiducian Group to guide you through life’s financial challenges, now and in future
- Take the time to help you formulate your lifestyle goals, and design the best financial strategies for you to reach them
- Always be available to help you as things change in your life
- Only make recommendations we believe are the right ones to help you reach your goals
- Be upfront and clear about the fees and charges you may incur
- Simplify the investment process and do most of the paperwork
What now?
Your first step is to sit down and have a chat with one of our advisers. There’s no pressure, no obligation.
Of course, if you’re not quite ready to talk to an adviser but would like to know more about Fiducian Financial Planning, please just give us a call or email one of our financial advisers.
