Advocate Financial Services
Since 2003 we have provided specialist and tailored financial services advice, so whether it’s family protection, pension planning, investment advice or more, you can trust Advocate Financial Services to help you achieve your goals.
At Advocate Financial we care about what’s important to you
Your financial goals are individual to you, or your business and we can help you achieve them.
Firstly, we take the time to understand what’s truly important to you – whether it’s protecting your family, saving for college, living the retirement lifestyle you dream of, making smart investments or anything else.
Our personalized financial advice can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
Together we’ll document your goals, put plans in place, track your progress with regular reviews, make ongoing recommendations and adjust to whatever life brings – both the expected and the unexpected.
Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise.
For 20 years, Advocate Financial Services have been helping people like you achieve their financial goals.
When you’re ready, reach out to schedule your complimentary initial consultation.
If you are interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you’re working with another professional, we can give you a new perspective and unbiased view and answer your unaddressed questions.
PREPARE FOR YOUR CONSULTATION
Before you meet with your Advocate Financial Services Advisor, consider these financial questions:
• What are your most important financial goals right now?
• What concerns you most about your finances?
• Did a recent event cause you to seek advice?
• What are you looking for from a financial advisor?
To better understand your current financial picture, we may ask you to bring any financial, insurance or investment plans you already have in place.
When you work with us, you receive:
• 1:1 financial advice based on your goals and needs
• Personalized recommendations and solutions to help protect you from uncertainty.
• Regular meetings to review your goals, progress and investments.
• Access to an unrivalled professional service