Switzer FINANCIAL PLANNING

Our advice based financial planning process will help you

  • reach your lifestyle goals and objectives
  • build and protect your wealth
  • achieve your ideal retirement
  • manage your cash flow effectively
  • boost your savings and consolidate your debts
  • integrate your business with your financial goals
  • deal with the financial impacts of change
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Dedication to clients

"I was attracted to Switzer because of the fee for service remuneration model they use rather than commission and the Business model they operate with a team who have wide ranging talents and expertise. My adviser proactively provides advice and I have always found him to be responsive to my requirements. I appreciate and enjoy my frequent dialogue with him."
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Mark Webb, NSW

Why Choose Switzer

We differ from the majority of the financial planning industry as we don’t receive commissions on our client’s investments from any institution. We have a transparent fee structure rebating all commission we receive back to our clients. As a result our advisers provide conflict- free advice that is in your best interest and that will help you achieve your goals.

 

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