Calvary Financial Services
-
Ground Level, 20 Smith St, Parramatta 2150 NSW
- 02 9257 9932
- Our business based on Christian Values and Ethics. We are a 100% Christian-owned business. Every client is important to us and deserve our utmost respect , care and attention.
- State: New South Wales
- Region: Sydney Parramatta Region
- Suburb: Parramatta
- Postcode: 2150
- Business Type: Refinancing
- Profile: Calvary Financial Services is a Refinancing company located at Parramatta, New South Wales Australia, address is Ground Level, 20 Smith St, Parramatta 2150 NSW, postcode is 2150, you can contact Calvary Financial Services by phone 02 9257 9932
- Description:
We work with eligible clients to provide financial planning solutions that protect their lifestyle, give them financial security, and help them to achieve their lifestyle goals and peace of mind. We are a fee-for-service financial planning business. We are paid based on the advice and service we provide, and we provide full disclosure of our fees prior to taking on any client engagement. We do not charge an ongoing commission on your investment, but an optional fee for service. All our upfront advice fees are charged on a fixed rate basis, meaning no surprises and no undue influence by how much money you have to invest. Our ongoing advice & service fee has a fixed advice/service component as well as a variable risk/reward component with a minimum of $330 a year, and a maximum of $5,500 a year. Advice we specialise in: Retirement planning Financial planning Small business advice Banking solutions Investment planning Superannuation Estate planning Salary packaging Wealth management Debt management Wealth protectio - Opening Hours:
Mon 9:00 am - 5:00 pm Tue 9:00 am - 5:00 pm Wed 9:00 am - 5:00 pm Thu 9:00 am - 5:00 pm Fri 9:00 am - 5:00 pm Sat Closed Sun Closed - Additional Information:
Flexible Hours by Appointment
Google Map of Calvary Financial Services address: Ground Level, 20 Smith St, Parramatta 2150 NSW.
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