We provide our clients with:
Personal advice
Your adviser will work with you in a highly interactive and personal way to find solutions to meet your individual needs and requirements.
Implementation
We help you to put in place financial strategies which can include setting up of super funds, purchasing properties, applying for insurances and loans, establishing investment portfolio’s, bank accounts e.t.c.. This will be done efficiently and with care.
Ongoing Review
Your ongoing financial advice will include a review of your financial affairs to ensure you remain on track to achieve your objectives.
Our services and strategies assist you to:
- Become financially independent
- Build Wealth
- Achieve their dreams (and goals)
Our Financial Planning Team
Jenny Sneesby
Senior Financial Planner & Aged Care Specialist
(AR no 271263)
Catherine Winduss
Senior Financial Planner & Aged Care Specialist
(AR no 289749)
Nic Berry
Senior Financial Planner & Mortgage Broker
(AR no : 443689)
Matthew Borg
Financial Planner & Aged Care Specialist
(AR no 1271861)
Benjamin Young
Financial Planner
(AR no 1247656)
The content on this website is of a general nature and does not constitute advice to any individual. You should seek individual and specific advice before making any financial decision based on information contained on this website. Failure to seek advice may lead to financial decisions and consequences that are not appropriate to your needs and circumstances and financial loss may be incurred.
Any projections of future returns are estimates made for illustrative purposes only. Returns are not guaranteed by Integrity One Planning Services Pty Ltd or Integrity Financial Planners Pty Ltd and actual returns may vary from those illustrated. Any projections are based on reasonable assumptions based on our analysis and experience.
The relevant Prospectus or Product Disclosure Statement should be read prior to making a decision to purchase or invest in any product.
Integrity One Planning Services Pty Ltd (ABN 59 125 846 933) is a Corporate Representative (315000) of Integrity Financial Planners Pty Ltd (AFSL No. 225051).