The COVID-19 pandemic has forced us to adapt to a new way of life, prompting many to look at the ‘what if’s’ – particularly when it comes to finances.
Combining a comprehensive range of financial services with the care and personalised attention a boutique, family-run business can deliver, Amazon Financial has a lot to offer clients.
Founded as a mortgage broking service in 2002 by Michael Martin, the business has grown to offer clients a more holistic service on their financial journey.
Now run by Michael’s sons, Stuart and Cameron, it still has Michael’s vision of helping clients in achieving their financial goals at its core.
Stuart Martin says the team at Amazon Financial value their role in being advisors that clients can trust throughout their lives.
“Our job is to help clients understand and achieve their financial goals,” Stuart says.
“We do this by having discussions with clients about what their plans and timeline are and work through any questions or fears they may have.
“Discussing finances is something a lot of people avoid and can feel overwhelmed by. It is our job to help guide clients throughout their life.”
Developing plans and strategies for clients is just the start of the relationship Amazon builds with its clients.
An annual meeting reviews the initial plans and flags any change in circumstances, as well as any relevant legislation changes that may affect short or long-term goals.
“We look at any changes that may be affecting their plans and adjust strategies accordingly,” Stuart explains. “Clients may be moving house, changing jobs, starting a family or planning for retirement and our job is to keep things on track.”
Stuart says the experts at Amazon Financial focus on three main areas to create a holistic approach to financial planning; growing wealth, protecting wealth and passing on wealth.
Amazon can also help with superannuation (including self-managed), retirement planning, debt management, aged care, wills and estate planning and mortgage broking services.
Whether you’re a young independent, starting a family or a retiree, the right financial advice can make a real difference throughout your life. Amazon Financial can help you identify financial goals and help you get there.
Amazon Financial, 300 Heaths Road, Hoppers Crossing. Opens 9am-5pm Monday to Friday. Inquiries: 9974 3000 or visit www.amazonfinancial.com.au