Part of the FIND GROUP of companies.
Just a quick shout out to Warren from the Find Group. Warren has a been awesome, and the most important aspect to me at my age was Warren’s efforts in modelling a retirement plan and giving us a direction to follow to reach our goals.
Warren is very easy to deal with and will help any business owner prosper.
Warren has been a pleasure to deal with and has made making decisions around my Super and financial future easy to understand. His dedication, knowledge and holistic approach are outstanding and makes you feel you’re in safe hands.
“We were with another financial planner and were hesitant to make a change. However, after meeting Warren we felt comfortable we were doing the right thing. Oh, and the savings in fees made it even more convincing. We have not looked back.”
Here’s my Testimonial and how life sometime throws you some curveballs. It was a hard year in 2020 for all of us and it was really difficult for me to keep my business open. I had to start reducing all my overheads, let go of staff, whilst continuing to work 6 days a week just to make ends meet – not great when I was still getting over my heart attack. Part of reducing costs was to cancel my Personal Insurances especially when the insurer said they would not pay me anything after my heart attack. I figured it was just not worth continuing to make that payments each month. Man I was WRONG. I called Warren, my advisor, and not the insurer this time, to let him know I was cancelling. I just happened to mention my heart attack and that the insurer did not pay. He asked me to hold off cancelling as he thought I might be entitled to something – to say I was doubtful and annoyed was an understatement. Within no time at all he came back to me with some life changing news. In short, Warren jumped into action (like a superhero), fought for me on my behalf with the insurers, and got me some money. I was already to give up but not Warren. He helped me with every step and ended up getting me 2x$50,000 in Trauma payments plus 6 months of Income Protection payments. He saved my business, help me retain staff, and more importantly I got on with getting my health back in order. Yes sometimes we are thrown some curve balls but when you have Warren swinging away for you, you know you’ll come out a winner.
Our Belief
We believe in honesty, integrity, transparency and affordability. We work hard to provide advice that is easy to understand, is in your best interests, and meets your desired needs and future goals. Advice you can rely on.
PARTNERSHIPS
The Find Group of companies believes in partnering with like minded individuals whose goal is to provide a quality service and appropriate advice to their clients. Talk to us about our referral programs.
EXCELLENCE
Our team strive to be number one in our fields. It is an honour to be recognised by our peers; in 2020 we were finalists in 6 awards across three industries, and we won Holistic Financial Advisor in all of Australia.