Precept Financial Services (Esperance) - Esperance, Western Australia

Precept Financial Services (Esperance) is a reputable and reliable financial services provider located at Suite 1/98 Dempster St, Esperance WA 6450, Australia. The company offers a range of specialized services, including financial planning, investment services, life insurance agency, and superannuation consulting. Their website is preceptesperance.com.au, and their phone number is 890711210.

Specialties

• Financial planner
• Investment service
• Life insurance agency
• Superannuation consultant

Other Points of Interest

• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended

This company has received positive feedback from their clients, with an average rating of 5/5 on Google My Business. Clients appreciate the personalized attention and helpful advice they receive from the company's professionals, such as Greg, who is described as knowledgeable, patient, and trustworthy. The team at Precept Financial Services (Esperance) is dedicated to helping their clients achieve their financial goals and secure their financial futures.

👍 Reviews of Precept Financial Services (Esperance)

Bridget N.

5/5

Went to Greg a couple of months ago to seek advice on my finances and he was so very helpful. He didn’t rush me with my questions and answered them all. I walked away with the confidence in knowing what I need to do. I highly recommend. Thanks Greg!

Will K.

5/5

We have been using Greg's services for a number of years. He understands us, our financial goals and our risk appetite and always provides what we feel to be very sensible guidance. There is no way we would be where we are today without having used the services of a financial planner, and from what I have seen, Greg is as good as any

Norma J.

5/5

I have used Greg”s services for a number of years. He listens to you and his advice has never
Let me down,even during covid,via phone or emails. Greg is very professional and caring.
I would not hesitate to recommend his services.

Bruce B.

5/5

As always, Greg's review of our current financial situation was comprehensive, and his advice balanced and helpful. His high standard of professionalism is very evident and we are willing to strongly recommend him to anyone in a preretirement or retirement situation.

Lindsay

5/5

I found Greg to be excellent 👌 first consultation was free an went for 1and a half hours no charge. Definitely walked out with all the information I needed to move forward .

Ron J.

5/5

A long term friend and one of the straightest guys around. More than happy to have Greg as my Advisor. He listens and acts in your best interests. Ron Jensen

Mark J.

5/5

Greg is always very helpful and provides excellent advice - I have no hesitation in recommending Precept Financial Services!!

Stuart W.

5/5

Good knowledge of the products in place and others available to us.