Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.
For an initial complimentary consultation with a Financial Planner Southern Highlands, NSW, please click on “Make An Appointment” above, or contact us directly.
Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
Originally from Holland, although born in Australia, Eric Priebee has more than 25 years experience in both actuarial consulting as well as financial services. He has managed portfolios and developed strategies for High Net Worth individuals as well as corporate surplus cash assets. Prior to joining Fiducian, Eric was an Adviser with a firm which had as a major client group the Partners and clients of Deloitte Australia. Prior to this he was a Private Client Adviser and Portfolio Manager with Merrill Lynch.
Eric believes in working with clients through the entire process of achieving their financial and lifestyle goals. Building long term relationships with clients as their trusted Adviser, as well as providing them with the best in professional advice and personal service, are to Eric of the utmost importance.
After commencing a wine science degree at Charles Sturt University, Wagga, Eric was involved for a number of years in the wine industry as winemaker and chairman of a regional tourism organisation. Food and wine remain a passion for Eric.
Eric is a graduate in actuarial studies from the Vrije Universiteit in Amsterdam, The Netherlands as well as the Diploma of Financial Services (Financial Planning), SMSF Specialist Adviser certification and is completing the first stage of the Estate Planning Diploma.
Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.
A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.
We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.
“I had previously received some poor financial advice which left me not only in financial difficulty, but also extremely wary of financial advisers. Eric was able to not only get my financial affairs back on track and take me forward, but he also restored my faith in his profession.
He is a capable, intelligent, meticulous and honourable person with an exemplary ability to plan, organise, and follow up on details, and I recommend him as a financial adviser.”
“Eric Priebee from Fiducian – Mittagong has been looking after my financial affairs for a number of years and in this time I have found him to be diligent, professional and caring in his service to myself and my family. Sorting out estate issues, asset protection and investment issues for which I do not have the time.
Given that I am a Managing Partner in one of the big four accounting firms, I know what to do, but have always felt something was missing. Therefore I prefer to outsource to an expert and appreciate that Eric also runs a fee for service business.
Eric is helping my wife and I understand how to grow and protect our assets not just for our benefit but also for future generations.
We all use different professionals on a needs basis and their advice is always useful, but usually their area of expertise is quite narrow. Eric provides a different service. He is able to pull all of those various areas of advice together to come up with a complete “holistic” plan which covers both personal and business goals and activities. Certainly accountants and lawyers will have a say as you are going through the restructure process, but you have to have a “puppet master” sitting at the top, who is pulling all of those strings together.
This really is the key difference, and the real value that Eric provides.
Without Eric, or someone with those skills and abilities, filling this role the creation of a “holistic” all encompassing plan can’t happen. People will make their best efforts to do it themselves but it will end up being a piece meal effort and, although better than nothing, will fall far short of what is really required.
I would have no hesitation in referring Eric and his team and would suggest that any time poor professional or small to medium sized family business owner not using an adviser like Eric are leaving themselves and their families very vulnerable.”