David Siostrom - Financial Planning Specialist

David Siostrom - Financial Planning Specialist We assist our clients to achieve the enjoyable, stress-free retirement that they deserve. Our specia No commissions are charged.
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We specialise in providing advice to people planning for retirement, managing a self-managed super fund or trying to navigate the complex aged care system. We provide comprehensive, personally tailored financial planning advice to individuals and businesses. Our goal is to maximise their financial potential and allow them to meet their goals in the most efficient manner. Overall, all clients must

be "better off for having seen us"! We feel that it is important that clients are given the time required to understand and be fully comfortable with the strategies proposed. Further, our process is explained and fees fixed to reflect the time required for research and to deliver our advice.

Address

Unit 1/146 Fullarton Road, Rose Park
Adelaide, SA
5067

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

Telephone

+61411402283

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Our Story

We offer personally tailored, retirement planning advice to help people achieve the retirement lifestyle that they deserve, free from stress and without taking excessive risks. We focus upon strategies that make a real difference rather than selling products. We always agree upon your objectives, the scope of advice, the process and costs before starting work. Our advice is easy to understand and the benefits easily outweigh our very reasonable fees