Full Circle Financial Planning Services
About the Business
Welcome to Full Circle Financial Planning Services, located at 28-32 Gloucester Avenue, Berwick, Australia. As an establishment that focuses on finance, we are committed to providing exceptional services to our clients.
At Full Circle Financial Planning Services, we have a team of highly accredited professionals who are dedicated to helping you achieve your financial goals. Ritesh, one of our experienced Financial Planners, has over 15 years of industry experience and is a member of the Association of Financial Advisers. With his extensive knowledge and expertise, Ritesh is well-equipped to assist you in all aspects of financial planning.
Ritesh's passion for financial literacy has led him to create a successful financial literacy program within a large financial institution. This program has empowered employees to enhance their financial wellbeing by increasing their financial education. Ritesh's commitment to ongoing learning ensures that he stays up-to-date with the latest developments in the field.
Another valuable member of our team is Stefan, a highly passionate Financial Adviser with 10 years of experience. Stefan takes a holistic approach to financial planning, working closely with his clients to understand their unique circumstances and help them realize their goals. He specializes in superannuation, investment advice, and risk management, and can also assist you in managing your cash flow, accumulating wealth, and planning for retirement.
In addition to our dedicated team, we offer no obligation initial consultations at no cost to you. This allows you to explore our services and determine if we are the right fit for your financial needs.
Outside of work, Stefan enjoys spending time with his young family, supporting the Hawthorn Football Club, and embracing the outdoors. This personal touch reflects our commitment to building lasting relationships with our clients.
Whether you need assistance with retirement planning, investment strategies, or managing your finances, Full Circle Financial Planning Services is here to help. Contact us today to schedule your no-cost initial consultation and take control of your financial future.
Location & Phone number
28-32 Gloucester Avenue, Berwick, Victoria 3806, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Thank you Ritesh and Stefan for your professionalism, knowledge & above all honesty. Absolute life savers :)"
"Thank you Ritesh and Stefan for your professionalism, knowledge & above all integrity in helping me with sound financial planning advice. My experience in working with them has been a positive one from the get go. One of the most important factors for me was, and continues to be, the way they were transparent with their fees and charges from the beginning. They took their time to explain the Statement of Advice document, the strategic approach for my position and the concept to me, which I was not aware of; something that I very much appreciated and understood. I am looking forward to working with Ritesh and Stefan in the future, and I would definitely recommend Full Circle Financial Planning Services to anyone. Regards David Keith"
"Ritesh and Stefan were nothing short of sensational in assisting me with my objectives. From specific covers, to putting in place a plan moving forward, helping minimise tax and grow wealth - they took the time to listen to my goals and came up with a tailored approach which suited my current situation. Despite some challenges in trying to obtain certain covers for myself, they both went in to bat for me and achieved an outstanding outcome. On the back of plans put in place, there was clear direction as to where I need to be, at milestone dates. Thanks Gents, much appreciated. I look forward to working with you both moving forward."
"We met Ritesh through a friend. We gave him the opportunity to be our Financial Planner and do not regret it. He is professional, friendly, knowledgeable and keeps in contact with you regularly. Being retired we needed to invest wisely to earn a return that we could live on without eating into our capital and he has done that for us. I have had no hesitation in recommending him to our friends and family."
"Unfortunately, I could not have given Ritesh Prasad less than 1. Ritesh is extremely rude, and unprofessional. Please guys be aware of coming to him. He is not knowledgeable as well. Whatever he advised me the other financial planner simply rejected his idea and also explained why it is not suitable for me. Ritesh, has only done diploma and he thinks he is the master of everything. Not a professional, qualified FP at all."
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