OUR VALUES

You enjoy a laugh or a good yarn about the kids, travel or the great outdoors

You’re committed to making progress…

You’re comfortable with technology (email, SMS, video meeting, paperless technologies)

You’re excited to learn and engaged to work as a team...

You know there is more to life than numbers…

we would be a great match if

Are chasing returns or the next hottest investment

 

Think there is a way to get rich quick (lotto doesn’t count!)

 

Judge the worth of a service only on its cost, not the value to you

 

Don’t give the ‘drivers thankyou wave’ when someone lets you merge in front of them

we probably aren't compatible if you

The FEEL SO GOOD DIFFERENCE

Our promise to you...

Personal Approach – we know our clients on a very personal level

 

Fresh & Fun approach to financial advice

 

We actually do what we say we will do… ALWAYS

 

We are family oriented and operate like one big family

 

We’ve walked a mile in your shoes – kids, debt, child care, schooling, budgets – we live and breathe it

 

Dedication to a remarkable client experience

 

To be your sounding board on all things in life – money, kids, career, travel, technology

 

A Focus on the important things in life – lifestyle, your passions, family and fun

 

Awesome, engaging and fun events, functions and parties for you to learn, take control and feel part of the Feel So Good Community

FSG Wealth Management Pty Ltd is a Corporate Authorised Representative (No.425973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

© 2020

Capstone Financial Planning Pty Ltd | Level 14, 461 Bourke St, Melbourne VIC 3000

Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au | Important Information

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