Beeliar Financial Advisers aim to be your one-stop shop for all your financial needs. We have been providing a spectrum of financial services to Australians for the past thirty years. Whether you want to plan your retirement or create a budget, we’ve got your back.
We have survived this long due to our strong customer-centric philosophy which emphasizes developing deep personal connections with clients. We understand that when you decide to work with us, you’re in it for the long run. The least we can do is know you better.
We try to learn as much as possible about our customers, their dreams, their goals and any milestones they may want to set on the way to financial success. This then involves the creation of a financial roadmap which is truly customized to match your specific needs, each client has a completely unique financial plan.
We follow a six-step process when creating your financial plan, starting with getting to know you and culminating with providing ongoing advice. We believe that it is impossible to build a stable financial plan in one sitting, which is why we prefer to work with long-term clients.
Our ideal client is one who will work with us continuously, giving us the opportunity to guide them throughout their life. Finance is not a concrete sector; its fluidity means that investments which are profitable today may not be as profitable in a year or two. Laws change, products change, clients circumstances change and so this is why we often turn away one-off type clients. Good Financial Planning is a process…
We try to create a relaxed and tension-free atmosphere in our offices because we believe work is best done in a laid-back environment. We try to make our interactions as personal as possible in order that we get to know our clients better and allow them to be comfortable with us.
You will find our staff polite, respectful, and professional. Each staff member is a specialist in a particular financial area. Together, we can help you with a range of services, from income protection to investment advice. We’ll analyse your financial situation and advise you on how you can reach your goals and which obstacles you may encounter on the way.
We want to help you succeed financially and enjoy ourselves in the process. Too many businesses simply exist to make money – without considering staff morale and client satisfaction. We believe that to grow, a business must focus on its customers first, its staff second and money last.
We have witnessed the success of our customer oriented philosophy for the past 30 plus years, it really works!. We have worked with most of our clients for many years, guiding them to financial security and success. More recently it’s become common for us to start advising some of our clients’ children and because we often meet them earlier in their lives than we did with their parents we do an even better job.
A lot of our work comes from word of mouth. We believe that the best marketing investment we can make is in you. If we do a good job for you, you will recommend us to your friends and family – it’s been happening that way for years, there can be no better client satisfaction survey than regular ongoing referrals…
Please click below to open up our Client Testimonial page:
817 Beeliar Drive, Beeliar WA 6164
Phone (08) 9330 8886
Beeliar, 6164, Financial Planners, Financial Services, Perth, Western Australia