Financial Services Sa

Financial Services SA is a multi-discipline professional services practice offering farm and business consulting, specialist rural finance and mortgage broking. Located in Jamestown, South Australia, we offer multi-generational family groups integrated solutions that consider all aspects of their personal, business and farming lives. With a particular interest in developing and implementing practical and achievable succession plans, we help primary producers, business owners, families and individuals in rural and remote locations to plan now, and for generations to come. Accustomed to opening up meaningful discussions, we cut through technical-talk in favour of straight-talk. But perhaps of greatest importance, we listen. We also understand that rural and remote families need priority service that includes meeting on-property or wherever it’s convenient, and always being available when out clients need us. We help our clients to identify and articulate their needs for now and their objective for the future. From there, we create truly tailored financial plans designed to achieve those goals.