Bowls Victoria partners with Family Financial Solutions
Bowls Victoria is delighted to announce our latest strategic partnership with Family Financial Solutions, one of the most dedicated and comprehensive financial planning providers in the industry.
With strong values that focus solely on the needs of their clients, Family Financial Solutions offer a comprehensive range of services from superannuation, insurance, and investment advice together with retirement and aged care planning services. Led by Directors and Principal Financial Advisors, Daniel Feldman and Scott Foster, the company’s foundations are built on the principles of strong individual client attention and effective tailored solutions.
Family Financial Solutions Director and Principal Financial Adviser Daniel Feldman stated, “we are thrilled to work together with Bowls Victoria in assisting their members achieve their financial goals. We are proud to be in a partnership with a leading sporting organisation that, like our advice, supports members of all ages and backgrounds across Victoria. At Family Financial Solutions our primary focus is on providing holistic, accessible and affordable financial advice to the whole community. It’s particularly important for us that our clients understand and are engaged in their finances, and that everyone understands that financial advice is for all and not just the wealthy”.
Director and Principal Adviser Scott Foster added, “we are looking forward to being a part of the wonderful bowls community and we are particularly excited about getting on the road and talking to as many members as possible over the coming years. We love to chat about what we do and are always happy to answer any questions. So if you do see us down at your local club, or at a Bowls Victoria event, please come and say hello”.
With a proven track record of helping clients set and achieve their financial goals, the organisation’s success is evidenced by the long list of satisfied clients, most of whom who have been with Family Financial Solutions from day one.
To kickstart the partnership, Family Financial Solutions are offering BV affiliated members 25% off a detailed financial plan, limited to the first 20 members. This represents a minimum saving of $1,000 off your financial plan and includes; the full financial advice process from analysis of current circumstances, helping to set financial goals, through to completing a compressive financial plan including all recommendations on how to best achieve the set goals.
To take advantage of this offer or simply chat to the team please call Scott or Daniel on 1300 927 927 or email firstname.lastname@example.org