Fiducian Financial Services in Sydney, Australia | Financial planner

Fiducian Financial Services

Locality: Sydney, Australia

Phone: +61 2 9231 2133

Address: Level 14, 1 York Street 2000 Sydney, NSW, Australia

Website: https://www.fiducian.com.au

Likes: 1238

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• Financial planner
• Financial consultant

25.01.2022 Want to win a $100 Gift Card. Share your Fiducian success story with us. Our competition closes tomorrow at 5pm (AEST) with the winner drawn next week. Post it on Facebook using the Hashtag #Hearmystory and tag us Fiducian Financial Services or send us an email to: [email protected] with the subject - Hear my story. ... We cannot wait to hear all of your stories. For all details you can find them here: https://bit.ly/2OzIq5Z #Fiducianfamily

24.01.2022 We shared Miriams touching story earlier this year in our win a $100 gift card competition. Here is a snapshot of why financial security is so important. If you would like to read Miriams full story, you can find it here: https://bit.ly/2OzIq5Z #Fiducianfamily #investment #financialplanning #Win #Competition

24.01.2022 Reaching your money goals can take time. Planning for the future will help you achieve the financial freedom you want. Not sure where to start? We are here to help: https://bit.ly/2LHqups #Moneygoals #Investments #Financialfreedom #Fiducian #Financialplanning

23.01.2022 India as an investment case seems to have just got a whole lot better. Authored by #Fiducian Group Executive Chairman, Indy Singh, Money Management reports on the growth potential in long-term investments as India sets its sights on becoming the third strongest economy by 2025. https://bit.ly/3eR2wD3 #Investment #FiducianFunds #Financialplanning #India

22.01.2022 Come and meet the team John Williamson of Fiducian Financial Services #Macarthur will be at Narellan Town Centre tomorrow, Saturday 7 November from 9am-2pm. John is a Financial Planner with over 25 years experience and a specialist in providing insurance advice. ... Have you been looking or even thinking about talking to a Financial planner about your financial freedom , retirement planning or wealth creation strategies? Come down and meet John tomorrow and start the conversation. Located by the Coffee Club. #retirementplanning #financialplanning #financialfreedom #Fiducianmacarthur

22.01.2022 Reaching your money goals can feel like an uphill battle at times. Here are some ways to help you get on top of your finances and build your superannuation today. Not sure where to start? We are here to help: https://bit.ly/2LHqups #superannuation #investments #Fiducian

22.01.2022 Due to the current #Covid19 restrictions in place across Victoria and Melbourne, our Victoria offices are currently working from home. For our offices in regional Victoria, under stage 3 restrictions, we are currently unable to conduct face-to-face meetings. All of our Victoria offices are still operating with business usual and phone and video conferencing appointments are available. Book your appointment via the website, phone or email here: https://bit.ly/3grlUYR ... To everyone in Victoria and across Australia, please stay safe. #Victoria #Fiducianfamily #Financialplanning #Australia

21.01.2022 In case you missed it, our Fiducian Funds performance is available for you to view here. Our four Diversified Funds are ranked in the top five over a 7-year period, based on the Morningstar survey. See the latest Funds performance here. https://bit.ly/2Pi0x0f #Investments #Financialplanning #FiducianFunds

21.01.2022 Peter joined the Fiducian family in July 2020 at Fiducian Financial Service #SunshineCoast. With a multi skilled career spanning the building industry, Sales Management and working as a Financial Planner for three years, Peter has comfortably stepped into the role of Client Services Manager in our Sunshine Coast office. Peter and his family recently moved from Melbourne admitting that the sunshine in #QLD definitely played a role in the decision making. ... Working alongside Audra Beerling, Peter has gracefully stated "I couldnt be happier to have the Client Services Manager role with Audra, as the great service to customers and understanding of the Financial Planning world is something that I will be a part of within the Sunshine Coast Office. It is something I looking forward too." Welcome Peter, we are proud to have you and your family as part of the Fiducian Family. If you would like to get into contact with our Sunshine Coast office you can find them here: https://bit.ly/2PfF3kI #Fiducian #Financialplanning #Queensland

21.01.2022 Conrad Burge, Executive Chairman Fiducian Investment Management Services releases his August 2020 Economic Commentary Report. Burge states that "In Australia, while the virus [Covid-19] has been relatively well contained, the cost has also been enormous, with both Commonwealth and State budget deficits blowing out by huge margins and national debt forecast to grow significantly (with net debt forecast to reach 36% of GDP by the end of the 2020-21 financial year)" Read the full report here: https://bit.ly/3hKqAdj #FiducianFunds #Investments #Wealthprotection #Financialplanning

20.01.2022 It is always so amazing when clients share their experiences with us. Fiducian Financial Planner Michelle, has been a part of the #Fiducianfamily for several years and her kindness towards her family, colleagues and clients is one we are so proud of. Thank you for your hard work Michelle If you would like to submit your story and go in the running to win a $100 gift card, follow the link here: https://bit.ly/2OzIq5Z ... #Morayfield #QLD #Financialplanning #testimonial See more

20.01.2022 Meet your local Financial Planners. In the coastal city of #Geelong you can meet two of our amazing Financial Planners, David and Anthony at Fiducian Financial Services Geelong. Providing their clients services such as retirement planning, wealth creation, estate planning and investment advice. Telephone and Video Conferencing bookings are available. ... See how the Fiducian Financial Services Geelong team can help you and book your appointment here: https://bit.ly/3k4vJ18 Telephone and Video Conference bookings are available. #FiducianGeelong #Victoria #Investments #Financialplanning

18.01.2022 We are excited to announce our new franchise office in Penrith and welcome to our new Fiducian Financial Adviser, Allen Dickman. Allen has been a financial planner for more than 20 years. With a sound understanding of financial strategies, from wealth creation through to wealth preservation. Allen gains special satisfaction from helping people prepare for and enter into retirement. Allen has a broad knowledge of the Centrelink and Aged Care rules and loves to help people wit...h their Age Pension applications and entry into Aged Care. Welcome to the #FiducianFamily Allen. Want to book an appointment with Allen, you can here: https://bit.ly/31fYBex #FiducianPenrith #Wealthcreation #retirement #Sydney

15.01.2022 Ranked 1/162 by Morningstar in May 2020, the #Fiducian Growth Fund is a diversified fund with strong long term performance. Combining twenty-six (26) specialist fund manager portfolios under the Fiducian Manage the Manager System, the #FiducianGrowthFund supports #Financial Advisers and #investors who seek above average returns with lower than average volatility. Read about the Fiducian Growth Fund here. https://bit.ly/30PNQ2h What to know more about Fiducian Funds. Contact your Fiducian Financial Planner #Financialplanning #investment #Financialfreedom

15.01.2022 We are very pleased to announce Ingrid Stoker of Fiducian Financial Services Canberra as a finalist for the Women in Finance Awards 2020, Financial Planner - Adviser of the Year category. Congratulations Ingrid! #FiducianCanberra #Womeninfinanceawards #Financialplanner #Canberra

14.01.2022 After another great week we thought we would share some kind words one of our #FiducianSydneyCBD clients sent us earlier in the year. If you would like to share your story and go in the running to win a $100 gift card, follow the link here: https://bit.ly/2OzIq5Z

13.01.2022 Meet your local Financial Planners. In our Devonport, TAS, office we have two outstanding Financial Planners, Richard and Matthew. Together Fiducian Financial Services Devonport provide their clients services such as retirement planning, wealth creation, estate planning and investment advice in order to help you reach your financial freedom. ... See how the Fiducian Financial Services Devonport team can help you and book your appointment here: https://bit.ly/3gsnmuc Telephone and Video Conferencing bookings are available. #FiducianDevonport #Devonport #Tasmania #Investments #Financialplanning

12.01.2022 Today is R U Ok? Day. Start the conversation with those around you, at work and at home. You never know what someone else might be going through. It doesnt stop there. Remember to listen, encourage, support and check in regularly. ... There is more to say after R U OK? #RUOK #RUOKDay #Fiducianfamily #financialplaning

10.01.2022 45% of Australias do not have a Will. This statistic is scary. 22% says they will make one soon while 14% say they do not have enough assets. You dont need to have a large estate and a Will can ensure your wishes are carried out as intended. https://bit.ly/2LHqups... #estateplan #Fiducian #financialplanning #family See more

09.01.2022 We understand how hard some discussion may seem but its always better to have them when you can than wait too long and lose the opportunity. https://bit.ly/2LHqups #estateplan #Fiducian #Financialplanning #family

09.01.2022 It's time to get familiar with your super. Superannuation assets in Australia were $2.7 trillion as at the end of the March 2020 quarter. Taking control of your super could make a huge difference to your financial future. #financialplanning #retirement

09.01.2022 Your stories are amazing. Knowing that our Financial Planners over the years have really helped our clients is really the best reward. #testimonial #Fiducianfamily #investment #financialplanning

08.01.2022 Remember reviewing and updating your Will is just as important as creating one. It is preferable to have your Will reviewed every time there is a major event in your life (a birth, death, marriage, divorce, acquisition of property, disposal of property). https://bit.ly/2LHqups #estateplan #Fiducian #financialplanning

07.01.2022 Happy Fathers Day to all the amazing Dads out there. Today we celebrate the fathers of Australia. They have been by our side, inspired us, protected us, taught us and laughed with us. Keep Well and Stay safe. ... #Fathersday2020 #Fiducianfamily #financialplanning See more

07.01.2022 We know that 2020 has been tough but don't put off the important conversations. Remember to protect your assets and the ones you love. Start the conversation today. #Starttheconversation #Estateplanning #financialplanning

07.01.2022 Meet your local Financial Planners. Over on the west coast we have a fantastic team of Financial Planners ready to help you reach your financial freedom. Edward, Christine, Chris and Dawn are an amazing team of four located in South Perth, providing their clients services such as retirement planning, wealth creation, estate planning and investment advice. ... See how the Fiducian Financial Services South Perth team can help you and book your appointment here: https://bit.ly/2z1VZXv Telephone and Video Conference bookings are available. #FiducianSouthPerth #Perth #Investments #Financialplanning

07.01.2022 Spring has sprung Wishing our Fiducian community a happy and safe first day of Spring. #Fiducianfamily #Financialplanning #Spring #Australia

06.01.2022 Yesterday the Morrison Government announced that #JobKeeper has been extended until March 28 2021. Have a look at the images below to see the changes you may have missed. #Covid19 #Superannuation #JobSeeker #Fiducian

06.01.2022 Technology is the gateway to the future. The Fiducian Technology Fund allows investors the opportunity to participate directly in a blend of the fastest growing technology securities worldwide. Performing very well over a prolonged period, with the No.1 ranking over 1-year, 3-year, 5-year and 10-year periods (ended June 2020) on the latest Selecting Super survey of the top 50 international equity funds available in Australia. ... Read the full report here: https://bit.ly/3iw1nTD If you would like to get into contact to find out more, please contact your local Fiducian Financial Planner. #Financialplanning #investment #technologyfund

05.01.2022 A massive congratulations to Michael Dale. After over two decades at Fiducian, Michael will be stepping into retirement tomorrow. For many of our Financial Planners and staff, Michael has been beside them every step of the way as they grow their business and professional careers. As a group we would like to thank Michael for everything he has achieved for himself and for us all. Michael and his wife Joyce, will always be a part of the #Fiducianfamily. ... Unfortunately, due to Covid-19 we are currently unable to provide Michael the proper send off he deserves. Instead we have looked back through the years and found these delightful photos instead.

04.01.2022 #Covid19 has challenged global markets for months. The underlying fundamental investment case behind India continues to strengthen. #Fiducian Group Executive Chairman, Indy Singh, explains why #India is set to become the worlds third largest #economy by 2025 and questions why most investors continue to ignore this growing powerhouse? Read the full report online here: https://bit.ly/30dV1kz Want to know more about our #FiducianFunds. Send us a message or enter your details here and we will contact you. https://bit.ly/30dV1kz #Investment #financialplanning #Fiducianfunds

03.01.2022 Fiducian Funds are among the top-five performing wholesale funds, in the latest Rainmaker Information tables to May end. Two of our Fiducian funds, Growth and Ultra Growth, capped off the top-five in growth category at 5.7% and 5% returns for the three-year period. #FiducianFunds #Investments #Wealthcreation #Financialfreedom

03.01.2022 The economic crisis caused by the #Covid19 pandemic, The #Greatlockdown, is having a worse economic impact than the 2009 Great Recession. The International Monetary Fund is forecasting the global economy to contract by 4.9% this year. Executive Chairman of Fiducian Investment Management Services (FIMS), Conrad Burge, has released his July Economic Commentary Report. Read the full report here: https://bit.ly/30dzZ6y... #Investment #Financialplanning #Fiducian #Economy See more

01.01.2022 Meet your local Financial Planners. Located in the Melbourne Suburb of Surrey Hills, we have our fantastic trio of Financial Planners, Stuart, Nick and Kevin at Fiducian Financial Services Surrey Hills. Providing their clients services such as retirement planning, wealth creation, estate planning and investment advice. Telephone and Video Conferencing bookings are available. See how the Fiducian Financial Services Surrey Hills team can help you and book your appointment he...re: https://bit.ly/36ZjnBg #FiducianSurreyhills #Melbourne #Investments #Financialplanning See more