Financial Planning
At the heart of our mission Statement are the words “to make a difference”. Our goal is make a positive difference to our clients lives by helping them in a number of key areas. At the top of that list is showing people the importance of having a financial plan and secondly, to see the benefit of setting realistic long term objectives that will ultimately lead to achieving one's financial goals.
With two offices and a highly experienced team of qualified professionals, specialising in most aspects of financial planning, we believe that we are large enough to provide a comprehensive service yet small enough to offer a friendly, personalised and tailored package to match our client needs.
We predominantly work on a fee for service approach to all planning and look for financial solutions based on personal need rather than product advice. At Quill Group we provide access to a wide range of financial services under one roof including accounting, tax, insurance and finance broking in addition to the traditional financial planning services.
Our boutique business structure also offers us many advantages over most of our larger institutional peers. Majority ownership rests with Quill Group employees and our own financial services licence means that not only do we have greater flexibility but also have strong aligned interests with our clients success. We take pride in seeing our clients succeed and look forward to talking to you about how we can “make a difference”.
Our Planning Services Include:
Investment & Retirement
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Insurance
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