The financial decisions you make today, determine your options for tomorrow.
Working with an experienced financial planner ensures you have access to the knowledge and skills necessary to set a strategy that takes into account your personal risk profile, taxation laws, social security rules, estate planning, income protection, personal budgets, family law, any trusts, companies or partnerships you may be involved in and expected long-term returns from various asset classes. This is the knowledge you pay for when you see a financial planner, not simply your annual investment returns.
Licensee Arrangements
Whilst the ActonAdviceGroup is a very modern advice firm we are very protective of our 'old-fashioned' values so we have sought out companies with similar values to provide our licensing services. We are pleased to partner with:
- Sambe Investments Pty Ltd T/A Finchley & Kent as our licensee for our financial advice, and
- outsource financial as our licensee for our credit advice.
Finchley & Kent is privately owned and has close associations with all of the major investment institutions and has a well-researched approved product list for financial planning clients. Finchley & Kent is committed to supporting it’s authorised representatives in providing a superior financial service to all of their clients.
All of Kinchley & Kent's authorised financial planners are experienced practitioners qualified to tailor financial plans and strategies to their clients' individual needs. All financial planners meet industry training and continuing education standards and must abide by a strict code of ethics and rules of conduct.
For terms and conditions please read the following documents:
Financial Services Guide (Download)
ActonAdviceGroup Privacy Policy (Download)
ActonFinancialPlanning Pty Ltd (Corporate Authorised Representative No. 390517) and all our advisers are Authorised Representatives of Sambe Investments Pty Ltd T/A Finchley & Kent, Australian Financial Services Licence No. 478766, ABN 67 078 995 856, and has its registered office at Level 14, 309 Kent Street, Sydney NSW 2000. Sambe Investments Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products. Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, ActonFinancialPlanning Pty Ltd and Sambe Investments Pty Ltd T/A Finchley & Kent will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.