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Alex Brown Strategic Financial Planners
89-91 Murray Street, Gawler, South Australia, Australia
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About Alex Brown Strategic Financial Planners
Welcome to Alex Brown Strategic Financial Planners, a trusted and experienced family-owned financial planning practice located in Gawler, South Australia. Our mission is to provide high-quality financial advice to everyone, regardless of their circumstances or financial position. We are committed to positively impacting your personal situation and empowering you to take control of your finances.
At Alex Brown Strategic Financial Planners, we offer a comprehensive range of holistic and personalized financial planning services. Our team of experts specializes in retirement planning, Centrelink services, insurance, superannuation, self-managed super funds (SMSF), and business owner services. We believe in utilizing technology-based solutions to help everyday Australians effectively manage their finances, build wealth, and plan for their future.
Our unique application, the Alex Brown Platform, is designed to simplify your life and provide you with peace of mind. With this powerful tool, you can monitor your assets, view real-time data, track your cash flow, set budgets and goals, and securely store important documents. It gives you full visibility and control of your finances, allowing you to make well-informed decisions. Furthermore, it provides us – your financial advisor in Gawler – with the necessary data to give you relevant and impactful financial planning advice.
Our services cover a wide range of financial needs, including cash flow management and budgeting, Centrelink entitlements, debt management, personal and business insurance, estate planning, retirement planning, retirement income financing, superannuation products, self-managed superannuation funds (SMSF), tax planning, asset protection, estate planning/insurance for businesses, saving money and building wealth, salary packaging, and property investment.
We take pride in streamlining the financial planning process to significantly improve our services for clients like you. Our dedication to excellence and personalized service has earned us the trust and gratitude of many individuals and families. As one satisfied client, Anne, expressed, "Thank you Alex, through your excellent guidance and advice, Anne and I have the financial security to be able to live the dream in retirement!"
Alex Brown Strategic Financial Planners Pty Ltd (ABN 31 655 725 787) is a Corporate Authorised Representative (no 1297611) of Zebra Financial Services Pty Ltd (ABN 90 627 270 277) who holds an Australian Financial Services License (no. 273564).
We invite you to explore our website and discover how we can help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and prosperous future.
Photos of Alex Brown Strategic Financial Planners
Gawler Civic Centre, Level 1/89-91 Murray St, Gawler SA 5118, Australia
Opening hours of Alex Brown Strategic Financial Planners
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Alex Brown Strategic Financial Planners
"Alex and Max Brown have looked after our Financial matters with a professional manner and expediency in all aspects. They looked after us with efficiency and listened to what we wanted in the future with our finances."
"The professional approach from both Alex and Max has us feeling very happy using Alex Brown Strategic Financial Planners"
"Alex and Max helped us set up our self managed super fund so we could buy and hold property under SMSF. Very professional and helped me take a complicated financial planning and make it easy to set a plan for retirement. By far the best financial planner I have dealt with in Gawler/Playford Area"
"Alex’s advice was very helpful and made me view money in a way that I had not thought of before. I thought he handled himself very professionally, and I think the way his business is set up is great. Max and Alex are very welcoming. If I ever need advise in future I will be going straight back to him!"
"Alex Brown is now our new financial advisor. Alex's knowledge of the superannuation industry and its products is very sound and he is extremely focused on achieving the best possible financial outcome for his clients. Very professional and friendly and we would strongly recommend his services to anyone interested in securing their financial future."
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