Here at Connect 4 Financial Services we aim to bridge the gap in your finances and to achieve your financial needs, goals and aspirations.
We are experienced practitioners qualified to tailor financial plans and strategies to our client's individual needs. As an Authorised Representative of WealthSure we must meet industry training and continuing education standards. We must abide by a strict code of ethics and rules of conduct. We have an extensive Approved Products and Services List meaning we can recommend a broad range of products that suits your needs.
Your first initial consultation is covered by the business and is no extra cost to you. The first meeting will allow us to find out about each other, what your current financial position is, what you would like to achieve and how we can help. Through the quality of our personalised and professional advice, a tailored financial plan will be issued detailing but not limited to, the strategy, current financial position, recommended position, goals, fees, financial products and reasons used in formulating your plan. The cost of this plan will vary depending on the complexity of the advice and can be discussed further with your Financial Adviser. We offer many ways of paying for the service and sometimes can be funded from your superannuation.