It's important to go beyond the numbers when it comes to financial planning.
By understanding my clients' unique goals, I empower them to make informed decisions and jump on opportunities that lead to a fulfilling life.
Let's create a roadmap together ensuring you also live your best life!
I was referred to Sean Farrelly in mid-2022 by a family friend when I needed financial advice while transitioning into retirement. I was feeling quite anxious as there was considerable volatility in the markets at the time, and I found Sean to be extremely helpful, approachable and reassuring. Our initial consultation was via video-link, and I was impressed with his professional but 'down to earth' approach, and the sound and balanced financial advice he gave. After discussing my financial situation, retirement goals and personal risk profile, Sean set up a superannuation investment portfolio which provides reliable and steady returns, and arranged the government documentation I needed for my transition into retirement. Sean keeps me well informed through detailed quarterly reports, and schedules regular reviews which are conducted either in person, or by phone or video-link. He also responds promptly to any requests or questions I may have. I am very pleased with Sean's financial advice and management, and highly recommend his services. The best part for me is that I don't feel anxious any more; I know my investments are being managed well, and I can focus instead on enjoying my retirement.
Sean has offered me first class guidance & reassurance with my financial matters which has helped me to live & enjoy a work/life balance. He is responds promptly to my calls/emails and is always polite & friendly.
Sean is very relaxed in communication, knowledgeable and respectful at all times.
I have always found Sean to be prompt in replying whenever I need advice or assistance. He understands the SA government Aged Care services and is able provide solid guidance to navigate this area.
Sean is polite reliable and caring. I never feel as though I am too much trouble and he manages to teach me and allay my concerns when I have them.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2015
- Years of experience 8
- Advanced Diploma of Financial Services (Financial Planning)
Findex Advice Services Pty LtdSuite 3, 174 River St
Ballina, NSW 2478
- 9:00am – 5:00pm Monday – Friday
Findex Advice Services Pty Ltd