Menu Close

Directory Tag: self managed super rules

Listing Category

Econ Financial Services is a CBD based financial planning firm that has been providing services to clients since 1998. Since 2005 we have been operating under our own Australian Financial Services Licence. In both 2008 and 2009, Econ Financial Services was awarded the NSW ���Licensee Practice of the Year��� by Securitor (a Westpac affiliate).We focus on three basic principles to building your wealth: * Assess your financial situation and where you want to be. * Create wealth using your financial resources. * Manage your financial plan to ensure security and stability.Underpinning these central principles are guidelines we advocate regardless of the investment path our clients choose: * Keep it simple. * Ensure you are comfortable with your investment decision. * Understand your investments; don���t hesitate to consult our staff if you have concerns.Following a successful merger in 2010, we are pleased to announce the inclusion of professional and tailored residential and commercial mortgage broking to our service offering. With access to more than 20 of the largest players in the market, you can rest assure that you receive the best possible outcome. Best of all our mobile lenders can come and see you at a convenient time and place.