Sallis Financial Planning is a relationship based, client focused company offering a large range of financial planning services for every stage of life. Whether you've just started your first job or are about to retire, it's never too early or too late to begin your Financial Plan. Sallis Financial Planning offer simple, effective, affordable financial strategies with great long-term results.
We can assist with budgeting, wealth creation, investments, superannuation, retirement planning, insurance, and estate planning needs. We have had the very good fortune of having Kevin Sallis look after our financial affairs for over decade now and are delighted with the progress made over this time.
We can assist with budgeting, wealth creation, investments, superannuation, retirement planning, insurance, and estate planning needs. We have had the very good fortune of having Kevin Sallis look after our financial affairs for over decade now and are delighted with the progress made over this time.
Services
Sallis Financial Planning delivers exceptional customer care, establishing long term relationships with full and transparent Fee for Service disclosure. Because fees are charged on a "fee for service" basis, clients pay for the advice and not the product. Clients are assisted with basic budgeting, wealth creation and investments, superannuation and retirement planning, protection of family through insurance, and estate planning needs.
Kevin is the Principal of Sallis Financial Planning Pty Ltd, a Certified Financial Planner and Self Managed Super Fund Specialist. Rosa has many years experience working in the financial services industry. She has held a varied number of roles and responsibilities including management and supervision and prides herself in providing a high level of customer service and attention to detail.
Sallis Financial Planning offer a large range of financial planning services for every stage of life. Whether you've just started your first job or are about to retire, it's never too early or too late to begin your Financial Plan. Sallis Financial Planning offer simple, effective, affordable financial strategies with great long-term results.
At Sallis Financial Planning we like to keep things simple for our clients, this is why we have created our 4 Step Financial Planning process. We believe that financial planning begins with great relationships. We want you to feel confident that Sallis Financial Planning will look after your finances and secure your future.
Sallis Financial planning can help create a budget will also allow you to determine how much you can invest, save, reduce debt or contribute to super. Budgeting is the most crucial step towards constructing a financial plan, and one that many struggle with. Sallis Financial Planning can help you take control of your budget and cashflow, Contact Kevin today!.
Reviews (2)
Juanita Goodlich
Sep 17, 2021
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Kevin is highly experienced and very knowledgeable in all areas of financial planning having worked in the industry for a number of years. He really takes the time to understand your circumstances and to find the best solution for you.
I’ve worked closely with him on mutual clients in the past and now having used his services personally I am even more confident referring him new business.
I’ve worked closely with him on mutual clients in the past and now having used his services personally I am even more confident referring him new business.
Chris Sylvester
Jul 07, 2015
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