Pillar Financial Services

Fixed Fee Based Financial Planning

Pillar Financial Services offers a fixed fee based Financial Planning service. Through sophisticated financial modelling we deliver our clients a clear picture of their financial position and a real understanding of how lifestyle and financial strategy decisions impact this position.

All of our clients benefit through:

A clear understanding of their own financial position.

A clear explanation of the different financial strategies available to them (financial modelling can be used to project the differences in these options).

Assistance with the selection of investment / superannuation / retirement income products (if required) – many of our clients are self directed so take on this part themselves.

Our clients Financial modelling assumptions are reviewed and updated at least annually to ensure that it remains the best guide to their expected long-term financial position.

The confidence of dealing with a highly experienced and reputable degree qualified CFP® who has been specializing in the financial modelling space for over 15 years.