Saracens Financial Consultants
Your Local Financial Advisor in the Northern Rivers
- Personalised Financial Planning.
- Helping You Secure Your Financial Future
- Build and Protect Your Wealth
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Helping You Take Control of Your Finances
Are you searching for a financial advisor in the Northern Rivers? At Saracens Financial Consultants, we offer a comprehensive range of services to help you gain clarity and reach your unique goals. We offer personalised financial planning and wealth management solutions, developing needs-based strategies with you every step of the way.
Whether you want to set up a Self Managed Super Fund (SMSF), arrange life protection insurance or organise estate planning, we will assist. You can count on our staff to explain your options in plain English and offer up-to-date advice. We are all about simplifying complex financial matters, so you can manage your wealth with maximum clarity.
To find out more about our range of services or arrange a consultation, don't hesitate to contact us today. You can reach us at (02) 6628 8355. Based in Alstonville, we service clients from throughout the Northern Rivers and across Australia.
Comprehensive Support Tailored to your needs
Our approachable staff will assist you in taking control of your finances in the following five ways:
- Comprehensive Financial Planning: We will create a detailed financial plan tailored to your goals, helping you manage income, expenses and savings effectively.
- Investment Management: We provide professional advice on investment strategies, ensuring your money is working efficiently to meet your long-term objectives.
- Debt Management: We can help you create a debt management plan, recommending the most efficient financial outcomes to reduce your interest payments.
- Retirement Planning: We assist you in creating a retirement strategy, ensuring you are financially prepared for the future.
- Tax Effective Strategies: Saracens can advise on how to minimise your tax liabilities through smart planning, helping you retain more of your income and hard-earned savings.
We will go the extra mile to take the stress and hassle out of managing your financial concerns. Contact us today to book a consultation.
We help you navigate the complexities of superannuation, ensuring your retirement savings are working hard for you. Whether you need advice on contributions, consolidating funds or maximising tax benefits, we're here to guide you every step of the way.
We help manage your fund from establishment to the ongoing administration and compliance. Our team supports you in making the right investment decisions while ensuring everything stays on track with regulations.
We’ll work closely with you to build a tailored investment portfolio that aligns with your financial goals and risk preferences. Our guidance ensures you make informed decisions, growing your wealth while keeping an eye on market opportunities.
We can assist you in drafting your will, establishing attorneys and setting up trusts in conjunction with your solicitor. We will help you secure your legacy for the future, giving you and your family peace of mind.
We'll strive to be your advocate wherever possible, representing your financial interests when dealing with institutions, insurance claims or disputes. Whether it’s navigating complex processes or ensuring you receive what you’re entitled to, we’re here to stand by your side.
We help you choose the right cover, ensuring you and your family are protected in the face of life’s uncertainties. From life insurance to income protection, we make sure your financial wellbeing is secure in the event of illness, injury or death.
