Sallis Financial Planning - Bunbury, Western Australia

Sallis Financial Planning, located at Address: Unit 1/7 Stirling St, Bunbury WA 6230, Australia, is a trusted financial planning firm that offers a range of financial services. With a phone number: 407195615 and a user-friendly website: sallisfinancialplanning.com.au, this company is dedicated to helping clients achieve their financial goals.

As a financial planner, Sallis Financial Planning offers personalized financial planning services to help clients make informed decisions about their financial future. They also act as a life insurance agency, providing clients with the protection they need for themselves and their loved ones. Additionally, they serve as a superannuation consultant, offering expert advice on superannuation funds and helping clients maximize their retirement savings.

Sallis Financial Planning is committed to providing a welcoming and accessible environment for all clients. The location features a wheelchair-accessible car park and toilet, making it easy for clients with mobility challenges to visit.

According to Google My Business, Sallis Financial Planning has received 2 reviews, with an impressive average opinion: 5/5. Clients have praised the company for its knowledgeable and friendly staff, as well as its personalized approach to financial planning.

If you're looking for a financial planning firm that you can trust, Sallis Financial Planning is an excellent choice. With its range of financial services, convenient location, and commitment to accessibility, this company is dedicated to helping you achieve your financial goals. Don't hesitate to contact Sallis Financial Planning today through their website to learn more about how they can help you.

Reviews of Sallis Financial Planning

Juanita Goodlich

5/5

Kevin is highly experienced and very knowledgeable in all areas of financial planning having worked in the industry for a number of years. He really takes the time to understand your circumstances and to find the best solution for you.

I’ve worked closely with him on mutual clients in the past and now having used his services personally I am even more confident referring him new business.

Chris Sylvester

5/5

Kevin's always a pleasure to talk to. Really understands his industry but understands his clients equally.
He greatly inspires confidence, I'd highly recommend him to anyone evaluating their financial goals.