Stuart Carboon - Retirement Mentors Financial Planning 114 Shannon Avenue, Geelong West, Victoria 3218
About the Business
Welcome to Stuart Carboon - Retirement Mentors Financial Planning, located at 114 Shannon Avenue in Geelong West, Australia.
At our establishment, we specialize in providing comprehensive financial planning services to help our clients achieve their retirement goals. With over 20 years of experience in the Geelong region, Stuart Carboon is passionate about assisting individuals in securing their financial future.
Stuart's dedication to continuous learning is evident in his recent completion of the Graduate Diploma of Financial Planning tertiary qualification, surpassing the government's minimum education standards. This commitment ensures that our clients receive the highest level of expertise and knowledge in the field.
Our primary focus is on delivering personalized advice that is tailored to each client's unique goals and objectives. We adhere to all current regulatory, technical, and compliance standards, ensuring that our recommendations are in line with industry best practices.
One aspect that sets us apart is our ethical approach to client relationships. Stuart does not accept any referral fees or pay for referrals, ensuring that our advice is unbiased and solely based on what is best for our clients. By working with our clients, rather than for them, we believe that we can achieve better outcomes and ultimately, greater client satisfaction.
In addition to providing financial planning services, Stuart also takes great pleasure in educating our clients about the benefits of implementing and regularly reviewing their financial plan. By doing so, we aim to empower our clients to make informed decisions and take control of their financial and lifestyle goals in retirement.
If you are looking for a trusted partner to guide you through your retirement financial planning journey, look no further than Stuart Carboon - Retirement Mentors Financial Planning. Contact us today to schedule a consultation and take the first step towards a secure and prosperous retirement.
Location & Phone number
114 Shannon Avenue, Geelong West, Victoria 3218, 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
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