Whether you are aged 18 and just starting your first job, 50 and looking to retire or 80 and want to ensure that your funds are wisely invested, it is important to get expert financial advice.
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Cove Financial Group, led by company directors and financial advisers Michael Edwards and Debbie Warriner, was established in July 1989. Next year will mark their 30 year milestone of helping clients make informed decisions about their finances.
“We are a local and highly experienced team, providing a boutique level of service and we are able to leverage the resources of larger financial institutions for security and peace of mind,” Michael said.
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“Cove Financial Group has an outstanding reputation of delivering a memorable client experience. Our culture is all about putting our client’s interest first and we, as a team, take pride delivering on our values of ‘care, passion and integrity’. ”
The business provides tailored, personal advice to help clients make intelligent decisions in the following areas:
- Investment management
- Risk management
- Retirement planning
- Superannuation (including self-managed super funds)
- Wealth creation
“We are a friendly and caring business,” Debbie said. “We offer an old fashioned face to face customer experience and take our time to help people understand all of their options.”
Cove Financial Group can assist you in identifying where you are now and what you truly want to accomplish and will work with you to achieve your financial hopes and dreams.
“We are passionate about our business and like to celebrate our successes with our clients,” Michael said.
The team are local, authentic and experts in their profession, who enjoy being part of a supportive community where they can share ideas, information and network with professionals, small business owners, local councils and residents.
Cove Financial Group is located at Suite 1/1 Wattle Road, Shellharbour.
For more information phone 4297 6455 or go to covefinancial.com.au