WELCOME TO SOANS FINANCIAL ADVICE
GUIDING YOU TO PROSPERITY
Prosperity is far more than wealth and success.
It encompasses comfort, security and well-being; flourishing and living a rich and full life.
We guide our clients, who are mainly women, through strategies for achieving financial
security so that you can lead an independent and prosperous lifestyle.
Our goal is to share the knowledge that you need in order to allay your fears around retirement.
We love crunching the numbers so that you do not have to!
We are part of an independently-owned group with no product alignments which
means that we are free to work in your best interests.
We do not believe in recommending products that we would not invest our own money in.
We offer financial planning services for women who often have a different approach to money from men.
Many of our clients are couples where the women are the “financial controllers” because they have
the greater desire to know that their financial affairs are properly organised with a long-term plan.
We take the time with our clients to demystify the world of finance and tax and to ensure
that they are completely comfortable with our strategies before proceeding.
Our 25 years of hands-on investment experience covers bonds, Australian
and international equities and residential investment property.
Impressive knowledge of financial markets
Becky impressed me with her knowledge of the financial markets both local and
international as well as her background qualifications and experience.
I found her to be intelligent, insightful, a great communicator and it
was clear that she was working with my best interests in mind.
I had canvassed other Financial Advisors and they did not meet any of my criteria…….
I have found that Becky goes above and beyond what is expected of her and
it is obvious that she has a “Best Practice” approach to her business.
Soans Financial Advice Pty Ltd (CAR Number 464491) and Rebecca Soans (AR Number 436618)
are authorised representatives of Dover Financial Advisers AFSL 307248.