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Fingroup & Associates
       
 
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Fingroup & Associates
 
 
Overview: 

Fingroup & Associates is a licensed financial services provider with over 40 years experience in the industry focusing on Financial, Tax and Retirement Planning and Investment Consulting.

We are a small brokerage who views our clients as a part of our family and therefore an essential part of our service is our ongoing guidance and mentoring to continually update and develop our clients financial plans and objectives.

Our aim is to equip our clients with researched, in-depth financial information and to do so in an understandable manner to empower and enable them to make informed decisions. This includes the impact of costs, risks, sustainability, diversification, regulations, tax efficiency and liquidity amongst others.

As a fee based entity (no commission charged on investment or assurance products), we are therefore employed by our clients and able to act independently of commercial influences by applying the experience, knowledge and information that we have gathered over the years.

At Fingroup & Associates we value each and every individual client and commit to working with you to determine areas for development within your financial situation and to implement a number of practical initiatives to drive your finances successfully into the future.

Fingroup & Associates are a member of the Allan Gray Forum.


 
 
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