top of page
Parents and Daughter

Financial Advice that Makes an Impact.

Options that
make sense.

Financial Advice and Services

We provide financial advice that works for you so that you can organise your finances, allowing you to spend more of your time on what's most important to you.  

​

At Addicott Partners we pride ourselves on the transparency of our services.  Putting our clients first, this means our clients are our number one priority when giving advice. 

Anchor 1
Law%20Consultation_edited.jpg
Addicott logo white.png

At Addicott we provide clear, transparent financial advice to all of our clients.

All our financial advisors are FASEA accredited and product agnostic.

​

Addicott Partners provide holistic advice.  We have experience in complex retirement planning, wealth accumulation strategies, Superannuation, Self Managed Super Funds, Personal Insurance,  Insurance claims and tax effective investment advice.

1. GET IN TOUCH

Fill out our contact form and we will organise a meeting with you so we can get an understanding of you and your financial goals.

2. INITIAL APPOINTMENT

We will get in touch and organise your free initial appointment. At this appointment we discuss your current situation and your financial goals.

3. NEXT STEPS

We will assess the level of service you will need and recommend one of our service packages - tailored to your specific needs and goals.

bottom of page