Fiona Castle

Partners in Wealth

5.00
4 Reviews
Bronze
8 Yrs Experience
East Gosford, NSW 2250

My expertise in wealth management and retirement planning is dedicated to crafting personalised financial strategies for my clients. I excel in navigating the complexities of aged care, providing tailored advice to ensure each individual's financial well-being. My Aged Care Accreditation bolsters this commitment, allowing me to address the specific financial challenges faced by older adults.

I prioritise client-centric service, fostering relationships that empower clients to realise their financial aspirations and secure their futures. My dedication to this field is rooted in the fulfilment derived from guiding others through their financial journeys. It's the blend of technical knowledge, empathy, and strategic thinking that drives my success and cements my reputation as a trusted advisor in financial planning.

Expertise

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Partners in Wealth

Suite 1, 36-40 Victoria St
East Gosford, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Principle Financial Group Pty Ltd

AFSL 516203