Unbound Financial Pty ltd - Wangaratta, Victoria
Address: 4 Ford St, Wangaratta VIC 3677, Australia.
Phone: 412389355.
Website: unboundfinancial.com.au
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Unbound Financial Pty ltd
⏰ Open Hours of Unbound Financial Pty ltd
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Unbound Financial Pty Ltd: A Comprehensive Overview
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Unbound Financial Pty Ltd is a respected financial planning firm located in Wangaratta, Victoria, Australia. Situated at 4 Ford St, Wangaratta VIC 3677, the firm offers a comprehensive suite of financial services designed to meet the diverse needs of individuals and families. With a dedicated team and a commitment to client well-being, Unbound Financial strives to provide tailored solutions that promote financial security and achieve long-term goals. The firm's accessibility is further enhanced by its user-friendly website, unboundfinancial.com.au, where clients can access resources and schedule appointments.
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Location and Contact Information
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Address: 4 Ford St, Wangaratta VIC 3677, Australia
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Phone: 412389355
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Website: unboundfinancial.com.au
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Services Offered
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Unbound Financial specializes in providing a wide range of financial planning services, including:
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- Retirement Planning
- Investment Management
- Superannuation Advice
- Estate Planning
- Insurance Planning
- Self-Managed Super Fund (SMSF) Advice
- Financial Goal Setting
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The firm's approach is centered around building strong client relationships and understanding each individualâs unique circumstances. They emphasize proactive communication and ongoing support, ensuring clients remain informed and confident in their financial decisions. The firmâs philosophy prioritizes a collaborative approach, working closely with clients to develop strategies that align with their aspirations and risk tolerance.
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Key Features and Amenities
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Unbound Financial is committed to providing a convenient and accessible experience for its clients. Key features include:
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- Online Appointments: Clients can easily schedule appointments through the firmâs website, offering flexibility and convenience.
- On-Site Services: The Wangaratta office provides a welcoming environment for face-to-face consultations.
- Accessibility: The premises feature wheelchair-accessible car park and wheelchair-accessible seating, demonstrating a commitment to inclusivity.
- Comfort and Convenience: A toilet is readily available for client use.
- Appointment Requirement: Appointments are generally required to ensure dedicated time and personalized attention.
- Recommended Appointments: Regular appointments are strongly recommended to maintain a proactive and evolving financial plan.
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The firmâs dedication to client well-being extends beyond simply providing advice; itâs about fostering a trusting partnership built on transparency and integrity. They consistently prioritize understanding the clientâs situation, explaining complex financial concepts in a clear and accessible manner, and tailoring solutions to suit individual needs.
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Client Feedback and Reputation
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Unbound Financial consistently receives positive feedback from its clients, as evidenced by its impressive rating of 5/5 on Google My Business. This high average opinion speaks volumes about the firmâs commitment to exceptional service and client satisfaction. Feedback frequently highlights the personalized attention and support provided by the team, particularly Charmaine, who is frequently lauded for her calm demeanor, thoroughness, and ability to address client concerns with empathy and expertise. Clients consistently express appreciation for her ability to create a plan that is both realistic and achievable, offering unwavering support throughout the process. Notably, clients recognize the firmâs adeptness at navigating unexpected challenges, demonstrating a proactive approach to problem-solving and a dedication to achieving client goals, even when adjustments to the initial strategy are necessary. The emphasis on building a strong rapport and understanding individual circumstances undoubtedly contributes to the positive client experience. The firmâs responsiveness and commitment to ongoing communication are also frequently mentioned as key strengths. It's clear that Unbound Financial prioritizes building long-term relationships based on trust and mutual respect.
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Conclusion
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Unbound Financial Pty Ltd presents itself as a reliable and client-focused financial planner in Wangaratta. With its convenient location, comprehensive services, and commitment to accessibility, the firm is well-positioned to assist individuals and families in achieving their financial aspirations. The firm's dedication to building strong client relationships and providing personalized support underscores its commitment to long-term success. Potential clients considering a financial planner are encouraged to explore the firmâs website and contact them directly to schedule an appointment and discover how Unbound Financial can help them navigate their financial future.
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"summary": "Unbound Financial Pty Ltd is a Wangaratta-based financial planning firm offering comprehensive services and receiving consistently high client ratings, particularly praising its personalized approach and expert advisor, Charmaine.",
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👍 Reviews of Unbound Financial Pty ltd
