Array Financial Services is a family owned boutique financial planning practice, located in the picturesque Yarra Valley. We are willing to meet in your office and we also use modern communication techniques to connect.
The mission of Array Financial Services is to assist our clients to develop creative strategies which help them grow financially, to protect themselves, their families, their businesses and their wealth and being passionate about helping them achieve their financial goals.
- We provide an educational and consultative style of financial planning.
- We begin with a discovery meeting – getting to know you to see if we can help you. Then we provide a personalized financial plan and strategy document called a Statement of Advice (SoA). From there we assist with implementation. We encourage regular reviews so as to align with life-stage, legislative, market and other changes.
- Life-stage changes may include: buying a new home, getting married, having children, changing or starting your investment strategy, superannuation membership, death of a partner, inheritance, redundancy and retirement. All these matters may benefit from financial advice financial affairs aligned to your financial goals and objectives.
- With years of experience, ethical principles and the moral obligation to the client, Array Financial Services provide a proactive, research based solution in a boutique environment to their clients.
Cumulus Financial Group
Array Financial Services is a proud member of the Cumulus Financial Group, who provides access to peer support, business support and a combined and diverse knowledge base of over 70 years.
Other members of the Cumulus Financial Group are: