Our Financial Services team helps medical, dental and other professionals to manage their retirement and personal savings by providing a rigorous planning service, supported by a cost effective investment platform and administration service.
Experien Financial Services is a member of the Experien Insurance Services group of companies – a national firm of financial advisers with over 6,000 clients. We help to protect our clients’ businesses and income by arranging insurance throughout their working life and we also provide planning services to manage wealth before and after retirement.
Please click below to read Experien Financial Service’s March 2022 Economic Update.
EFS Quarterly economic update – March 2022
Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation.
Click here to get in touch to book a free introductory consultation. Or contact us on 1300 417 020.
This information is current as at Oct 2021 and includes contributions from external sources. This article is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs (‘circumstances’). Before acting on such information, you should consider its appropriateness, taking into account your circumstances and obtain your own independent financial, legal or tax advice. You should read the relevant Product Disclosure Statement (PDS) before making any decision about a product.
