Who We Are

Joe Savage

Joe Savage

Chartered Financial Planner

Qualifications
Chartered Financial Planner

Advanced Diploma in Financial Planning Level 6

Advanced Qualifications in: Taxation and Trusts, Business Financial Planning, Pension Transfers and Financial Planning Process

Specialisations
I am always amazed at really how little, most people, understand about their own financial arrangements, or the options they have to secure their financial objectives.

I derive a great deal of satisfaction in helping clients get organised, and providing guidance and leadership on the best strategy for their particular situation.

Having joined the industry around four and a half years ago, making every effort to get qualified, I am pleased that ‘financial advising’ is increasingly recognised as a profession in its own right. As advisers, our multifaceted knowledge, which spans the legal system, welfare, investment markets, and of course the ever more complex financial product market, empowers us to provide clients with a truly holistic service. That said, I am proud to be working for a company that recognises, and places emphasis on the importance of ‘on-going’ or ‘active’ management of money as ultimately, getting this part right makes all the difference.


Interests
I enjoy climbing, winter sports, and travelling overseas.

 

   

Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

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