I am a strong believer that with advice, you can be in a better place. My duty is to help clients ask the right questions, to find their own answers to put them in a better position. Do contact me to have a chat on 0478 935 009 or firstname.lastname@example.org
Unsure what I was going to do moving forward after a recent house sales. I was glad I spoke to Sean prior to making any major moves as he gave some great advice and feedback on the current market situation which I hadn’t taken into account but instead has pushed me back on track of what my previous plan was..
Sean’s advice was first class and exactly what I wanted to hear.
I recently had the pleasure of working with Sean Yeo from FinPlanning. The financial advice provided has assisted me in elevating my finances, holding myself accountable to investing in myself to then invest more into my super. Sean, with his world of knowledge, thoroughly explained the outlay of Super, how it works, where my money will go and how I can really amplify my cashflow so that when I do retire in the next 30/40 years, I will have ample money to live a comfortable life. If it wasn't for FinPlanning and their incredible team, I would be right where I started, unsure, uneasy and very unhappy with my money progress and more importantly, my money reality.
I chose to continue my relationship with FinPlanning, as their services, staff and overall uplifting moral genuinely hold my portfolio in the highest interest. I had my doubts and I can honestly say that Sean, and the team at FinPlanning have shown me the light.
Been dealing with Sean over the last few months. My first time using this type of service. Sean is a very easy going person, who knows his stuff. And if he's unsure with a curly question you have, he will get you the answer as soon as possible. Most importantly, he gets back to you. Even late at night, when most people would have switched off hours ago Wishing Sean the very best in his business adventure. Especially in such tough times that so many are facing. If in doubt, a quick phone call to Sean, could make the world of difference. Highly highly recommend.
As above, and Sean cares as well.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2013
- Years of experience 10
- Certified Financial Planner (CFP)
Honeywell Capital Pty LtdSuite 105, 63 Denison St
Hamilton East, NSW 2303
- 9:00am – 5:00pm Monday – Friday
Honeywell Capital Pty Ltd
Focused Financial Advice Pty Ltd