Saint Financial Planning

Accessible Advice

Saint Financial Planning has a unique process that allows you to see what advice and changes will be made and how that will benefit you. This will show you what your financial future would look like after the advice is provided and also what the cost of the financial advice is before you have to proceed with anything. I also offer casual access if you want to have an informal chat.

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Young(ish) man on a bench.

Speaking to a professional about your finances should be accessible to everyone. That's why every Sunday from 10:30 am I will be at the bench at the Worm Bay car park. I won't be there to feed the seagulls but as a sounding board and answerer of general questions. While I will not be able to give you personal advice I can provide general advice and some direction. What it is:

  • Approachable

  • You don't have to give me any details other than your first name (that’s just polite).

  • Free

What it isn't:

  • I can't provide personal advice. Without knowing your situation and doing the appropriate research I am unable to give you personal advice.

While I aim to be there every Sunday, I may not due to personal circumstance or the weather, things can get wild down there. Please check the website events page or Facebook page and I will have a notification there if I can't be there.  

Also:

Any information discussed is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser or other professional.