Bill Waller

Background

About Bill Waller

I really enjoy working with people who want to be successful and will do all I can to make your success a reality. I am looking forward to providing services in Port Macquarie. Importantly, I have previously been one of a very limited number of so called "independent" Certified Financial Planners. I am confident I can show you how to save money on your superannuation and investments. I am also confident I will give you great ongoing service and honest advice. I enjoy giving Financial Advice because I get to build great relationships with clients and am passionate about helping people and ensuring they get a fair go. I was once told by a client in their written testimonial that it was serendipity that we met when we did but they were forever grateful for the long term opportunities our chance introduction provided. If I could do nothing else, I would be happy to talk to people all day long about what is important to them and for me Financial Planning is the perfect job. So what is most important to me.I enjoy being given the opportunity to help clients in a financial sense with their goals and objectives, and the trust and rapport that builds over time. While there are occasions where a big decision makes a massive difference, it is often the case that people make little mistakes on a regular basis and over the long term this erodes their financial position. I know from experience that seeking financial advice early provides the very best chance of financial security. There is nothing more rewarding than clients reminding you how much they trust you and thanking you for your support. Favourite quote:"It's not the strongest of the species that survives, nor the most intelligent. It is the one most capable of change." Charles Darwin 1809 - 1892 Views expressed on LinkedIn are my own.