Empowered Financial Partners

35 Ferguson Street, Williamstown
2 oranları
10.00/10.00
+61 3 9399 9088

Empowered Financial Partners haritada

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Wendy Grenfell, Elgin Hall (03.04.2017 07:51)
The Science and Art of Creating and Inspiring Financial Strategy

Richard Owen from Empowered Financial Partners is not your average, boring and dry Financial Planner.
Richard uses Values-Based Financial Planning which means the human and their values are at the centre of the whole planning process. As a Business Coach this aligns really well with my own approach to serving clients.
I had a great example the other day of how this is such a ‘no brainer’ approach.
I recently left a copy of the Values Based Financial Planning book Richard gave me on the front table of a client’s premises with a hand-written note. (It was late at night when I was checking in to their hotel and I did not want to disturb them).
The next morning one of the owners greeted me by thanking me for the book. She had read half of it during the evening and found it very interesting and refreshingly holistic.
I am guessing very rarely would someone read a document that a Financial Planner had given them at bed time, so this is a great testament to the power of the approach.
This approach makes it easy for me to recommend Richard’s services and no doubt it makes it easy to engage Richard’s services too. So I have absolutely no hesitation in recommending Richard to those within my valued network.
All Good Wishes,
Wendy Grenfell
Elgin Hall
Wes Towers (03.04.2017 01:23)
While there are lots of Financial Planners out there, this team genuinely care about you and your values. They will help you with your plans according to your lifestyle and values.

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