Our main objective is to assist our clients to:
achieve financial independence upon retirement
customise a plan in consideration of current lifestyle and future needs
provide security for their family
grow their wealth over time.
At Carrington Financial Services, we:
place our clients’ interests as our main priority
enhance and update our knowledge and competency through continual education and training
are diligent in the performance of our duties
establish and Maintain honourable relationships with our clients and other professionals
ensure precise initial and ongoing communication with all clients
clearly inform clients about our fees, brokerage and other payments we may receive
ensure clients are fully aware of risks and implications associated with any advice.
skill, research and an appropriate approach
our ability to realise theories and ideas into an effective action plan
regular client reviews and updates in accordance with changes in legislation, product performance, personal goals and circumstances.
we are a mobile practice and we are happy to meet you at your home, office in any other place you nominate.
your first appointment with us will be at no cost to you and obligation free.
Recognition and Our Achievements
Certificate of Appreciation for
2012 Highly Recommended Australian Achiever Award
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