Plus7 Financial Management

Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Frequently asked questions

• Are you an insured business and do you guarantee your work?

  We hold Professional Indemnity insurance as a requirement of AustralianUnity. This is renewed and audited each year.

• Why should a customer hire you over another service provider?

  As a mature business, we're able to focus on client outcomes and building relationships, not short term decision making. We wish to be part of our clients story and wealth management partner, long term. We deliver high end, technical advice and smart financial planning solutions in simple terms with our focus on local, personalised service. We have a range of advice packages tailored to suit individual needs. Our partnership with AustralianUnity is important and unique to our practice. This allows us to keep abreast of current legislation, strategies and portfolio construction trends while we focus on client care and personalised advice. AustralianUnity is heavily involved in community pursuits particularly in the health and wellness sector.