We are a financial planning business based in Nowra and Batemans Bay. We have been providing professional planning advice for more than 10 years.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
If you or someone you know is looking for professional financial advice, please contact our office for an initial meeting on us, just a coffee and a chat.
During the course of the initial meeting we will be able to identify services that may be required, whether that be with us or another service which we can also help engage as we have a longstanding professional working relationship with several other businesses in the area.
For our first initial meeting we don't charge, it's what our office refers to as a 'coffee and a chat'.
Simon is an outstanding adviser, he really helped me strategize a plan going forward to plan for my future. I have also referred family and friends to him. Can’t wait to engage further in the future.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2004
- Years of experience 19
- Advanced Diploma of Financial Services (Financial Planning)
Lawrence/Harrison Financial Services82 Bridge Rd
Nowra, NSW 2541 138 Beach Rd
Batemans Bay, NSW 2536
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd