Providing Financial Advocacy in the Northern Rivers

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financial advocacy

Saracens understands the increasing need for advocacy in the financial services industry. Our advocacy services are designed to support clients who have experienced financial loss or disputes due to poor advice or misconduct. Whether you need representation for Financial Ombudsman Service (FOS) or other quasi-legal matters, our team is here to help.


We provide informed guidance and representation in complex financial disputes, working to ensure your rights and financial interests are protected. Saracens also offers 'expert witness' services for legal firms, providing  insights and reports on financial planning practices when required in legal proceedings.


We remain committed to helping you navigate the complexities of financial disputes, ensuring you receive the support and guidance needed to achieve the best possible result. To find out more, or book a consultation, reach out to us today at (02) 6628 8355. In addition to providing financial advocacy in the Northern Rivers, we offer assistance with superannuation, estate planning, insurance and more.

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When to seek advocacy

There are several situations where seeking financial advocacy can help protect your interests and ensure a fair resolution. When financial disputes or complexities arise, having an experienced advisor on your side can make all the difference in navigating the legal landscape.


  • Disputes Over Poor Financial Advice: If you've suffered losses due to inappropriate or misleading financial advice, an advocate can help you seek compensation.
  • Superannuation Fund Disagreements: When disputes arise over superannuation entitlements or fund management, expert representation can clarify your rights and options.
  • Investment Loss Claims: If you've experienced significant investment losses from mismanaged portfolios, an advocate can assist in pursuing claims against responsible parties.
  • Financial Ombudsman Service (FOS) Complaints: In cases of unresolved financial service disputes, advocacy can support your case before the Financial Ombudsman Service.
  • Insurance Claim Denials: If your insurance claims have been unfairly denied or delayed, an advocate can help challenge these decisions and pursue rightful payouts.


Contact us today to learn how financial advocacy can support your case and protect your financial future.

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An Elderly Couple Is Sitting At A Table Talking To A Woman — Saracens Financial Consultants In Alstonville, NSW

Frequently Asked Questions

  • What should I do if I believe my superannuation has been mismanaged?

    If you suspect that your superannuation has been mismanaged, a financial advocate can help investigate the matter and assess whether there has been a breach of duty. They can review the management of your superannuation fund, explain your rights and guide you through the process of making a complaint or pursuing legal action. An advocate will also work with experts to ensure all aspects of your superannuation are evaluated. With their support, you can seek compensation or corrective measures to protect your retirement savings.

  • How can a financial advocate help with disputes involving financial products?

    If you’re involved in a dispute over financial products like loans, mortgages or investment funds, a financial advocate can help review the terms of your agreement and assess whether you’ve been treated fairly. They can represent your interests in discussions with financial institutions or in mediation to resolve the issue. Advocates also ensure that any financial product agreements comply with industry regulations. By working with an advocate, you can confidently challenge unfair terms or practices and seek an equitable outcome.

  • Can a financial advocate help resolve disputes without going to court?

    Yes, many financial disputes can be resolved without going to court, and a financial advocate can help by representing you in negotiations, mediation or alternative dispute resolution processes. They work to find fair solutions through communication with the financial institution or service provider, aiming to avoid lengthy and costly legal proceedings. Their expertise often leads to faster, more efficient resolutions. However, if legal action becomes necessary, they can also guide you through that process.

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