Select Advice Financial Planning

With the help of our holistic financial advice and comprehensive service, you can get a lot more out of life.

Not sure about the real value of financial advice? Watch our videos to find out more.

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Confidence is the elixir of life

Not all advisers deliver great value

Valuing Professional Advice

Peter has been a valued client of our firm since 2013. This video was made in support of Peter’s desire to reach to out to as many people as possible and encourage them to seek professional advice before it’s too late. In his own words “get yourself sorted… it will save you a lot of heartache in the long run” This is Peter’s heartfelt story and message, please have a listen.

Valuing Professional Advice

Client case study

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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Valuable advice

Not sure about the real value of financial advice? Watch our videos to find out more.

Confidence is the elixir of life

Not all advisers deliver great value

Valuing Professional Advice

Valuing Professional Advice

Client case study

Our Testimonials

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