Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Home

Australia and Pacific

Figtree Financial Planning

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Figtree Financial Planning

Mission statement:

At Figtree Financial, we endeavour to help you identify where you are at now financially, recognize where you want to be and then set a plan in place to get you there.

Overview:

Our experienced planner will sit down with you in a confidential meeting to talk about any concerns or questions that you may have. We will then work together to prioritise your goals and address your concerns and help you to develop and implement appropriate strategies to provide for your needs.

Our objective is to protect and grow your funds and form a partnership over the long term, firstly by assessing your initial financial position and your goals, and then taking into consideration your preferred level of risk when putting the strategy in place. We have the added advantage of being able to work with your accountant to minimise current and future tax liabilities.

Maintaining the most appropriate financial strategy is a continuous process that will need to be revised and adjusted along the way to cater for ever-changing laws, market trends, investment performance and of course your varying needs. We are there for you along the way to ensure you are kept up to date and on track to achieve your financial goals.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.