With determination, understanding and attention to detail, our firm makes a difference to our client’s lives, delivering tailored solutions for their financial wellbeing.
Plaza Financial is a specialist boutique firm in Chatswood. As Financial Planners, we prefer to take a holistic view of your current situation and, through listening to your desired outcomes, we undertake an analysis to determine an appropriate strategy to optimise your end position. This process is part of an ongoing journey.
Offering tailored financial planning advice and helping people plan the most efficient path to achieving their lifetime financial goals is our passion.
- We will listen to you and help you achieve your goals;
- We recognise that you need personalised tailored advice to dovetail with your circumstances;
- We will provide you with ongoing service.
Plaza Financial provides financial planning and advice for individuals, families, trusts, and businesses. We offer financial advice in many areas such as Self Managed Superannuation Fund (SMSFs), direct shares and managed funds as well as risk insurance, superannuation and pensions. We also specialise in Aged care and Centrelink issues and have extensive experience in assisting with Deceased Estates.