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Welcome to The Financial Advisor

Financial planning is the process of identifying and implementing strategies that help you better manage your money in pursuit of a better lifestyle – and to do this you need access to the right advice from the right professionals.

If managing your money was as simple as putting money in a bank account, you wouldn't need a financial plan. Unfortunately, life is a little more complex. With so much information and so little time to digest it, it's hard to wrap your head around the many investment options, the taxation implications and the ever-changing rules and regulations without seeking professional help.

Yet many of us resist seeking advice, as if our financial independence and quality of life aren’t vital issues and should be left to chance.

The value of financial advice goes beyond dollars and cents. An effective financial plan can be truly empowering – simplifying your life and giving you the sense of security and direction to reach your full potential.

Financial planning is a specialist profession and you should make sure that you're getting the right advice from the right professionals.

A financial planner will thoroughly consider your financial situation in a way no other professional can, and then develop strategies to help you reach financial independence and peace of mind.

For more information about how our financial planners can help you, arrange your free meeting with a Sydney financial advisor or give us a call on 1300 924 644.

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Testimonials
  • "This is an area that worries me as it....
    -Joseph, 65+

  • "I recommend Bill wholeheartedly to anyone and without any....
    -Paula, 45-55

  • "Bill has been our financial advisor for several years,....
    -John & Christine, 65+

  • "Thank you Bill for the amazing financial help. For....
    -Lisa, 35-45

  • "Very satisfied with service and attention Bill provided myself....
    -Rick, 35-45

  • "I have Known Bill in a professional sense for....
    -Miles, 45-55

  • "Bill is a fantastic adviser. He's professional and personable.....
    -Anthony, 35-45

  • "I am pleased with the advice Bill has provided....
    -Roland, 46-55

  • "Bill is an great adviser, with excellent industry knowledge.....
    -Tony, 46-55

  • "I've been with Bill for many years, and am....
    -Peta, 56-65

  • "I am a small client but he looks after....
    -Michael, 46-55

  • "Bill's help has been invaluable in our recent health....
    -Barry, 46-55

  • "Bill has always been very helpful and quick to....
    -David, 35-45

  • "Has been a trusted adviser for the last 5....
    -Upul, 35-45

  • "Bill has been helping me with my super, insurance....
    -Paul, 56-65

  • "Bill is very helpful and is very good at....
    -James, 46-55

  • "Bill has been very helpful and has tailored my....
    -Joseph, 46-55

  • "The previous financial adviser from Infocus left the company....
    -Imelda, 35-45

  • "An excellant Financial Advisor who goes out of his....
    -Ken, 65+

  • "I find Bill an honest, honourable, diligent and genuine....
    -Pasquale, 46-55

  • "Bill has been advising us for a few years....
    -Lars, 35-46

  • "I have found Bill to honest in giving his....
    -Robert, 65+

  • "I have found Bill's conduct to be highly professional,....
    -Jonathan, 35-45

  • "He's a great guy. Will not deal with anyone....
    -Ashia, 35-45

  • "Bill Savellis has been my personal Financial Planner for....
    -Elizabeth, 35-45

  • "Bill has the ability to explain difficult to understand....
    -Jacob, 46-55

  • "I have used Bill's services for a long time....
    -Gerald & Helene, 65+

  • "Dealing with Bill Savellis has been nothing short of....
    -Tony, 35-45

  • "Bill listened carefully to my situation and priorities. His....
    -Nick, 46-55

  • "Bill explanation of the proposed plan and it's benefit....
    -Bernadette, 56-65

  • "Bill is our financial advisor. We always find him....
    -Bernadette, 56-65

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