Select Advice Financial Planning

Financial Knowledge Centre

Welcome to the Select Advice Financial Knowledge Centre, an exciting new initiative to assist our clients make smarter financial decisions about their money and financial welfare.

At Select Advice Financial Planning we understand that money matters are important but at times can be complex and confusing, that’s why we have developed the Financial Knowledge Centre. This comprehensive online resource complements our existing educative and financial mentoring approach and will assist clients learn more about important financial issues.

Please click on the following video for more information:

Smart Money Decisions

Making smart money decisions is important for our clients’, particularly considering the continuous changes in the areas of superannuation, investing, insurance, retirement planning and tax. Our Financial Knowledge Centre has been specially designed to demystify many complex financial issues and coupled with our professional advice, enable clients to make better, smarter and more educated decisions.

Learn At Your Own Pace

Our comprehensive online resource enables our clients to explore and learn at their own pace. The features of our Financial Knowledge Centre include: learning modules, newsletters, articles, videos, life events, quizzes, jargon busters, financial calculators, downloads and regular competitions.

Log In

If you are a client and have a password simply log in at any time. If you are not a current client and would like to explore our Financial Knowledge Centre, we have left some content open for you to view including some articles and videos. If you wish to enquire about our Financial Knowledge Centre please complete the ‘click here to become a member’ button above.

Financial Knowledge Centre Login

Click Here To Become a Member

Regular articles

Comprehensive learning modules

A large selection of videos

Financial calculators

life events

quizzes

Regular articles

Comprehensive learning modules

A large selection of videos

Financial calculators

life events

quizzes

Seeking Professional Advice

Our objective is to provide clients with tailored financial advice and help them become more confident with their money and make better financial decisions.

If you wish to enquire about our professional services, please do not hesitate to contact us

Our Testimonials

See what our clients said

What I loved about Tony and Eric is that they spent time getting to know me and to understand not only what I think I want, but what I really need. They accurately assessed my risk appetite for my investment portfolio and provided counsel where I needed it. They didn’t just say yes to my less informed flights of logic – they provided the experience and professionalism that engenders trust in their judgement.

- Megan Lane – Owner, Lane Communications

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I came away from this consultation with the utmost confidence in my choice of advisors and in my financial future, particularly my ability to provide for my son. Every interaction I have had with the Select Advice Group has been characterised by warmth, respect, outstanding service and professionalism

- Claire James – Owner, Sensorium Wellness

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Tony and Eric have taken the time to get to know us and our values as a family. This is then reflected in the financial structures that they have helped us put in place, and the ongoing advice they provide. I never feel that our discussions are only about money – they range through our beliefs, our short and long term objectives, and the issues that cause us stress. The advice we receive reflects that context. They have helped to educate us about the range of investments and structures available, insurance policies that suit our needs, and have recommended changes that are best suited to our situation as it evolves over time.

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They are always willing to answer any questions we have either on the phone or by appointment. In summing up we have always found them to be friendly, professional, courteous and available to help when required. We would highly recommend them to anyone.

- Tony Black (Console Operator) and Sue Black (Chef Manageress)

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The Select Advice Group have made our retirement plans simple, they do all of the work and we get all of the benefits. My wife and I have been happy to introduce a couple of our good friends to the Select Advise Group (you don’t do that unless you are sure and trust the company), my wife and I feel that our financial future is in good hands.

- Peter (Retired) & Betty (Registered Nurse)

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Select Advice Groups caring and holistic approach during our initial discussions with Tony and Eric made us feel at ease and gave us the confidence that all aspects of our financial needs would be addressed by a team of honest and skilled professionals of the highest integrity.

- Mario – Business Owner

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Financial Knowledge Centre

Financial Knowledge Centre

Smart Money Decisions

Learn At Your Own Pace

Log In

Seeking Professional Advice

Our Testimonials

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