Sala Financial Services Pty Ltd
458 Brunswick Street, Fortitude Valley, Queensland, Australia
About Sala Financial Services Pty Ltd
Welcome to Sala Financial Services Pty Ltd, a leading establishment in the finance industry located in the vibrant Fortitude Valley of Australia. We pride ourselves on providing access to sophisticated financial advice through a relationship-driven approach to our clients.
At Sala Financial Services, we understand that developing a comprehensive strategy requires a complete understanding of your personal situation, objectives, and concerns. That's why we adopt a whole of balance sheet approach, taking into account factors such as your cash flow, expenditure, risk tolerance, and current asset base. This allows us to tailor a plan specifically to your needs, ensuring the best possible opportunity to achieve your desired outcome.
We firmly believe that having the right financial strategy in place is the foundation to achieving your financial objectives. Whether your goal is wealth creation, retirement planning, or effective estate planning, we are here to guide you every step of the way. Our experienced team will carefully structure an investment strategy that aligns with your overall strategic plan, objectives, and risk tolerance, making a significant difference in your retirement lifestyle.
Sala Financial Services is a boutique financial planning firm owned and managed by Stephen Inwood, a highly experienced professional in the industry. As a privately owned practice, we have the flexibility to provide personalized and tailored financial planning services to our clients. We respect and understand you as an individual, working closely with you to enhance your lifestyle and preserve and grow your financial assets and family heritage.
But don't just take our word for it. Our satisfied clients have nothing but respect and high praise for our help and advice. They recommend us highly and express their gratitude for the strides they have made in their financial direction with our fantastic advice.
Stephen Inwood, the Principal of Sala Financial Services, brings over 30 years of experience to the table. With a Master of Financial Planning and being a Certified Financial Planner, Stephen has lectured for the Securities Institute and served on a National Board of Advice for an International Fund Manager. His extensive industry knowledge and expertise ensure that you are in capable hands.
We are also proud to introduce our dedicated team members, Jenni and Alison. Jenni, with her extensive background in the hospitality industry, ensures a consistent and professional client experience. Alison, with her expertise in management support and compliance, ensures the smooth running of our internal processes.
Outside of work, our team enjoys spending time with their loved ones, enjoying the outdoors, cooking, and engaging in community service. We believe in giving back to the community and making a positive impact beyond the financial realm.
We invite you to explore our website and learn more about the comprehensive financial planning services we offer. Contact us today to schedule a consultation and experience the Sala Financial Services difference. Let us help you achieve your financial goals and secure your future with confidence.
Level 11/458 Brunswick St, Fortitude Valley QLD 4006, Australia
Opening hours of Sala Financial Services Pty Ltd
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Sala Financial Services Pty Ltd
"My experience has been very professional, sincere and friendly."
"Steve is extremely good at what he does. Is very ethical and takes time to get to know what you want to achieve financially and the lifestyle that you not only want in the future but how you also want to live now then tailors a solution to fit. He'll also be upfront and tell you how things are, all while being caring and professional. I feel totally comfortable and secure with our families wealth creation and protection strategies that Steve has guided us into. I would totally recommend that you give him a call if you are wanting to grow your current financial situation and plan/protect for the future."
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