EASDOWNS FINANCIAL SERVICES DOES…
Easdowns Financial Services is an experienced and dedicated provider of financial planning services and advice in Wagga Wagga. Our team provides financial advice to individuals, families and owners of small and medium sized businesses.
At Easdowns Financial Services, through education and quality advice, we empower you with the right knowledge to first define and then prioritise your financial goals and lifestyle aspirations. We then work with you to give you the best chance at achieving them.
Our financial advisory services cover a wide range of needs, including wealth creation, investing, superannuation, retirement, Self Managed Super Funds (SMSFs), personal and business insurance, succession planning, estate planning and debt management.
Our mission is to become your lifestyle guide, helping you define what you want for yourself and your family (both now and in the future) and then helping you achieve those goals through education, research and experience.
Easdowns Financial Services is a leading financial planning services provider in Wagga Wagga. The foundation of our business is built on the following values:
Partnership. We endeavour to help you achieve the best life possible for you and your family. We will work together with you, not just for you, to make this possible. We take the time to clearly understand your background, needs, goals and aspirations (your story). We will work with you in collaboration and we strive to be a part of our client’s success.
Education. We will examine what specific knowledge will be needed to succeed in your particular situation. We do this by first understanding your story, then providing the necessary education, research and resources you need to make informed decisions.
Objectivity. We look in from the outside to help you avoid emotionally driven decisions in important money and business matters. We are there to consult with you at key moments of decision making. Most people do not realise just how much emotion is involved until there is an important decision to be made or a crisis. We are focused on the big picture, seeing past today and looking to tomorrow. We can help take the (sometimes irrational) emotion out of financial and business decisions to help get the best outcome for you and your family in the long run.
Organisation. We will help bring order to your goals and aspirations, by assisting you to first make a plan, explain the steps you need to take, provide additional guidance as required and regularly review your progress.
Accountability. We will help you follow through on your financial plan, by regularly reviewing your progress, following you up on outstanding matters and liaising with your key professional advisers (ie: accountant, solicitor, etc) to ensure a coordinated and documented outcome.
Get in touch with our experts.
Do you have questions about how our services can help you reach your goals and lifestyle aspirations? Do you need financial planning advice or services in Wagga Wagga? Feel free to contact us.
