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 Welcome
to Belmont Financial.
What do
we do?
Belmont
Financial provides:
- Investment
planning for individuals; and
- Financing strategies for
both businesses and individuals.
What
does that mean in English?
Put
simply, we aim to help our clients make the most of their
financial situation.
Our
vision is to give our clients intelligent and pro-active
financial advice then follow up with outstanding service to
get the job done.
Our
Clients
Typically,
our clients are high achievers who have enjoyed success in their
chosen field. However, their focus on professional or business
goals has often been at the expense of devoting time to their
financial affairs. Does this ring any bells with you?
Our
service is to assist you in setting achievable financial goals and
then put in place the plan to reach those goals.
We
know that everyone is busy and just about everyone wants
to get themselves organised. However, there is always something
else - kids, work, anything and everything - that gets in the
way.
Keeping
that in mind, once we meet with you and agree on actions,
Belmont Financial takes care of the legwork and makes
things as easy as possible for you. That is our service - great
advice and hassle-free implementation.
Why
choose Belmont?
- Marcus
O'Callaghan, Director of Belmont Financial, has
experience across the financial planning, legal and banking
industries. His broad knowledge and skills give him a
unique edge as a financial adviser.
- Our
close relationship with our licensee, The Advice Exchange Pty
Ltd. We share knowledge, ideas and best practices. This helps us
ensure we stay at the forefront of technical developments and
provide you with the highest
level of advice.
- Our
unwavering commitment to the highest levels of client
service.
Our
Process
- Examine
your current situation.
- Identify
and quantify your goals.
- Come up
with strategies to achieve your goals.
- Once you
agree, we put the strategies in place.
- Then,
on-going review to keep things on track.
Our aim
is for every client relationship to last for at least 30 years.
That's why we are prepared to spend as much time as is
necessary in getting to know you and your goals. A "no
obligation" meeting is the first step in our
relationship.
Take a
look around our site. For more information, please call or
e-mail us. We
look forward to talking with you.
Marcus
O'Callaghan BComm, LLB(Hons), DFS(FP), A Fin
Director
Marcus
O'Callaghan and Belmont Financial Pty Ltd are authorised
representatives of The Advice Exchange Pty Ltd AFSL
278937.
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