Switzer Financial Services

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

Our Services

Complete transparency

"It was extremely comforting for me to know that Switzer Financial Services is completely transparent. That means they owe no allegiance to any particular fund, thus any advice they give would be to serve my best interest, not theirs..."
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Justin Zelter, Rose Bay NSW

Receive independant advice

"Over the years we have visited financial planners but have been disillusioned as we weren't sure we were receiving independant advice. The Switzer approach is very sensible. We liked the way the advisor..."
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Amanda le Fleming, GM Winestream NSW

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Our difference

'True Fee for service' - that's the difference!

We charge what we believe is a 'true' fee for service, billing you on the time we spend working on your unique circumstances and not on the size of your investment.

we believe that the only way financial advisers should be renumerated is by the hour, based on the amount of work they put into your situation. Financial advisers and financial planning firms should not have a stake in your investments!