Foundation Wealth Advisers
A Lifetime of Financial Care" We, the team at Foundation Wealth Advisers pride ourselves in providing a personalised and professional service to you, our clients. Whether you are just starting your working life, going through one of life's many challenges, getting married, having children, purchasing a home, going through a redundancy, retiring or entering yourself or a family member into an Aged Care facility, we are here to help you understand and make the most of your situation. We care; we genuinely understand the magnitude of financial decisions; and we will take the time to work through your concerns with you. We take an interest in you and your family, and we are there for you whenever you need our help. • We will take the time to listen, know and understand your needs. • You can have confidence and trust that your problems will be solved in a way you understand. • We will give you a clear and concise plan for your financial future, offering solutions and giving clarity and direction. • We are thorough in everything we do, alleviating your stress and concern. • You will never feel like a number. Our relationship is with you, not a file. • We build our business on ongoing relationships. We will help you to feel relaxed and confident at all stages of our dealings. Financial Services & Credit Guide: Foundation Wealth Advisers Pty Limited (ABN 49 134 620 349) trading as Foundation Wealth Advisers is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No.
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Stuart Bale
Director, Principal · General Business & Management
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Robert Willingham
Financial Advisor · Finance & Accounting
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Sara Bak
Client Services Administration Esg · Other
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