Fiducian Financial Services Macarthur - Narellan, New South Wales

Introduction to Fiducian Financial Services Macarthur

Fiducian Financial Services Macarthur is a reputable financial consultant and superannuation consultant firm strategically located in Narellan, New South Wales, Australia. They operate from Unit 3, 6/8 Porrende St, Narellan NSW 2567, and can be contacted at 246477880. Their website, fiducian.com.au, provides detailed information about their services and team. The firm distinguishes itself through a commitment to personalized financial advice, catering to the unique needs and goals of each client. It’s a business that clearly values accessibility and convenience for its patrons.

Location and Accessibility

The physical location at Unit 3, 6/8 Porrende St, Narellan NSW 2567, offers clients a readily available point of contact. It’s situated within a business park, suggesting a professional and established environment. Notably, Fiducian Financial Services Macarthur has invested significantly in ensuring accessibility for all visitors. The facility boasts a wheelchair-accessible entrance, wheelchair-accessible car parking, wheelchair-accessible seating, an assistive hearing loop, and a wheelchair-accessible toilet. Further enhancing convenience, they also provide gender-neutral toilets. Appointment scheduling is facilitated through online channels, alongside traditional methods, demonstrating a modern approach to client interaction. The firm also offers online appointments, reflecting a dedication to meeting clients where they are. Parking is generally free of charge, and on-site parking is available, adding to the ease of visiting the office.

Services Offered

Fiducian Financial Services Macarthur specializes in providing comprehensive financial advice and superannuation management. Their core services encompass:

• Financial Consulting: They assist clients in developing and implementing tailored financial plans, covering areas such as retirement planning, investment strategies, and wealth accumulation.
• Superannuation Consulting: A key area of expertise is navigating the complexities of superannuation, including contributions, investment choices, and access arrangements.
• Retirement Planning: The firm helps individuals plan for a comfortable and financially secure retirement, considering factors like lifestyle aspirations and longevity.
• Investment Management: They offer investment advice and management services, aligning investments with clients’ risk tolerance and financial goals.

Client Feedback and Reputation

Fiducian Financial Services Macarthur has garnered positive feedback from its clientele, evidenced by 8 reviews on Google My Business, with an average rating of 4.9/5. This exceptional rating suggests a strong commitment to client satisfaction, trust, and professionalism. Feedback consistently highlights the firm’s dependability, trustworthiness, and the valuable insights provided by their consultants. Specifically, many clients appreciate the personalized attention and the ability to build a strong, long-term relationship with their advisor. A particularly noteworthy sentiment is the appreciation for Leesa, a key member of the team, who is described as ‘pleasant, trustworthy, contactable, and dependable.’

About Fiducian Financial Services Macarthur

Fiducian Financial Services Macarthur identifies as a women-owned business, reflecting a commitment to diversity and inclusion. This ownership structure likely contributes to a client-centric approach, prioritizing empathy and understanding. The firm’s operations are underpinned by a dedication to providing exceptional service and building lasting client relationships. It's apparent that the company prioritizes a comfortable and welcoming environment for all clients. The ease of access, coupled with the expert advice, suggests that Fiducian Financial Services Macarthur strives to be a trusted partner in helping individuals achieve their financial aspirations. Recommendations are strongly encouraged to benefit from the expertise offered. The firm emphasizes the importance of appointments for a more thorough consultation.

Contact Information

Address: UNIT 3 6/8 Porrende St, Narellan NSW 2567, Australia
Phone: 246477880
Website: fiducian.com.au

👍 Reviews of Fiducian Financial Services Macarthur

Graham B.

5/5

I have known Leesa for many years, and I trust her judgement. It is fair to say, my first Fiducian Consultant was not on my page , possibly because of family issues. Leesa however is a different kettle of fish, pleasant, trustworthy, contactable, and dependable. In my friend category, I would say, and if I know Leesa, reciprocal. As I get older, I have no interest in keeping up with investment, simply to receive a stipend from my investment, Cruises, trips to Europe and beyond, that is where I depend on Leesa.

Margaret D. V.

5/5

Leesa came highly recommended to us from our accountant. She was able to give us a clear picture of our financial situation and offered plain English advice on what options there were for us to build wealth for our future. The information she gave us was clear and comprehensive and we have started down the path in growing our superannuation for a better retirement. Everything she said she would do Leesa fulfilled within the time she advised us she would. We admired both Leesa's financial knowledge and professional experience.
Margaret and Kerry de Vries - Rossmore

Linda E.

5/5

We are delighted with the professional service that we have received since we commenced the transfer of our financial advice and services to Renee Hush.
I highly recommend Renee and her team to anyone who is reviewing their financial planning.

Steve W.

5/5

Reference for Ivana Mootien, Fiducian Macarthur
Ivana Mootien is a cheerful, helpful professional who looks after and advises us about our Fiducian Macarthur Superannuation fund. We meet with Ivana from time to time and on the phone to discuss the progress of our funds and strategies to secure our retirement plans.
Ivana is very competent and reliable. She is always prompt in answering any queries and she always gives thoughtful and informed responses. We are very pleased with the returns on our invested funds in the past year and Ivana’s interest in helping us as a retired couple.
Steve Weingarth and Wendy Fare, Sydney, NSW 2021

rudyvdk

5/5

Leasa has been looking after my finances since before the GFC. Her financial advise has been excellent. It has allowed me to retire at 58 and take to the road full time. Now 4 years later we are well funded and enjoying our retirement. No matter what stage your life is at, you can trust Leasa to look after your best interests.

Robert M.

5/5

Ivana Mootien helped me look into investing in the right investments for my super, along with educating me on how i can make my super work for me. She was very professional and friendly to work with. I would recommend her to my friends and family.

Lee C.

5/5

Renee and her team provide invaluable advice and guidance. They are thorough and detailed orientated as well as listening to what is needed in the short and long term. Highly recommend.

Gary H.

4/5

Professional, caring and thoughtful in all dealings.