Financial Planners of Tasmania

An honest and helpful independent company. Bruce answered my questions about super and retirement planning in an easy, uncomplicated manner. He was honest enough to say that the plan I had made for my goals in the next 20 years was fine and didn't need any intervention from a financial planner. I had already seen two other (dependant) fin planners and both answered my questions in a very complex way that left me feeling I would need to spend thousands with them for them to manage my money. Do yourself a favour and compare Financial Planners of Tas (who don't need to push products) against a couple of the dependant companies, who do.

Wouldn't go anywhere else! Helen is your woman. Helen is prompt, knowledgeable, approachable and supportive. A 'daunting' process made clear and achievable with someone like Helen in your corner. I have now had the pleasure of working with Helen since 2018 and I honestly couldn't recommend higher. I personally wouldn't be where I am today without her guidance and will to get the job done. She has made our dreams come true and all with a smile and connecting feeling. I wouldn't go past Helen at Finance Brokers of Tasmania. A one stop shop.