With a business that has been operating for as long as ours, it is not surprising that the characteristics of our clients are wide and varied.
However, our preferred clients share a few fundamental beliefs:
• They recognise that time, rather than money, is their most valuable asset, and are actively engaged in securing their financial future.
• They are open to receiving advice and engaging in working relationships.
• They seek our ongoing guidance as their lives and needs change.
• They are not influenced by speculation, short term market volatility, or media noise.
• They take ownership of their financial plan, act on it, review it and maintain a disciplined approach in focusing on achieving their goals.
Sound like you?
Steve was diagnosed with a medical condition that completely changed his life. Watch and see how we made a difference. This is a great example of "the value of advice."
02 6921 4567
Suite 8, 152 Fitzmarice Street
Wagga Wagga NSW 2650
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TWOFAVS Pty Ltd T/A Favero Financial Services is a Corporate Authorised Representative No. 365230 of Futuro Financial Services Pty Ltd ABN 30 065 870 015 AFSL No. 238478
This material has been prepared without taking into account a potential investor's objectives, financial situation and needs. Before making a decision based on this material a potential Investor should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. We recommend that prospective investors consult with their Financial Adviser prior to making any investment decision. While the sources for this material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.