At Squared Financial Solutions our number one focus is our clients. We provide full comprehensive advice and tailor made strategies to help you achieve your financial and lifestyle objectives.
Unlike many financial planning companies, we are privately owned by private shareholders. Squared is 100% committed to providing outstanding service and advice to clients.
You will not be disappointed with Squared; we provide advice in all areas of financial services under the one umbrella. The advice we provide is 100% tailor made to your situation, unlike many other firms where the advice is generic and in many instances poor advice.
Our number one focus is our clients and building a long term relationship by providing outstanding advice and customer service.
Squared Financial Solutions provides advice in all areas of your financial needs. At Squared we believe in a holistic approach to your finances therefore we have created services which are all provided under one umbrella.
Services include personal insurance advice, succession planning, personal credit advice, commercial credit advice and more!
Click here to see the full list.
A Squared Financial Solutions Adviser may provide advice on self managed superannuation as a part of your financial plan.
A Squared Financial Solutions Adviser can help assess how a Transition to Retirement (TTR) strategy can help you reach your retirement goals.
A retirement income strategy considers your retirement goals and objectives and the funding mechanisms used to reach those goals.
A Squared Financial Solutions Adviser may give advice on superannuation as a part of your financial plan.
A Squared Financial Solutions Adviser can assess how Centrelink can help you reach your retirement goals.
Whether you want to build your wealth, reduce your debts or increase your savings, good cash flow management is important.
Whether it’s a mobile phone contract or a mortgage, everyone has some form of debt. But what happens when it’s no longer manageable?
You never know when illness or injury will strike. That’s why having a sound insurance strategy in place is so important.
A Squared Financial Solutions Adviser may recommend managed funds as a part of your investment portfolio.
A Squared Financial Solutions Adviser may recommend gearing as a part of your investment portfolio.
Estate planning is a topic that many people prefer to avoid. As a culture, we generally do not like to discuss the issue openly or proactively.
Get a free financial assessment by the Squared Financial Group.
