welcome

Concept Financial Services provides complete financial planning services to individuals, families, professionals and businesses. We assist our Clients achieve their lifetime personal and business financial goals and objectives.

Concept’s business success is continually supported by introductions from our valued Clients to their families, friends and acquaintances whenever assistance with financial and investment planning, retirement planning, superannuation and insurance may be required.

 

Please note new office address – 4/33-39 Croydon Street, Cronulla.

Click here to view map.

 

“Our corporate objective is to deliver a level of service with investment advice, superannuation, retirement and insurance planning that will encourage our Clients to introduce us with confidence to their families, friends and acquaintances”

testimonials

Barry and his team have been looking after us as clients for upwards of 30 years.  The advice has always been sound and our situation is now better than it has ever been.  Barry has real concern for the overall welfare of us as clients and now as friends.  His advice is not just financial, it is a worldliness that goes to the fabric of our and others wellbeing.  We are extremely grateful for his support and would happily recommend his team to anyone looking for future planning.

Kerrie and Sid

Caringbah, NSW

I’ve been dealing with Barry for over 30 years and always found his advice to be of a very high standard and I really like that he explains his advice in a way that I can understand. Having a good understanding about what I’m doing always makes me feel comfortable about the process. The staff at Concept are always very helpful and efficient and I have no hesitation in recommending them to my friends and colleagues.

Michael

Sutherland Shire, NSW

Barry became my Financial Adviser upon my retirement about 20 years ago.  In all that time, both he and his Concept staff, have managed my finances in a most professional and satisfactory manner. I am kept up to date on all aspects of my investments and should I have any queries, they are always answered promptly, and most importantly, in "laymen’s terms", making it easy to comprehend.  Financial Planning is a highly specialised industry and I feel so grateful that my Adviser excels in this field.  I have no hesitation in recommending Concept Financial Services to friends and family.

Joan

Sunshine Coast, Qld

We’re here to help you

Please contact us for an initial, no obligation, consultation

(02) 9523 1288

company

TERMS

© Copyright 2017 Concept Financial Services Pty Ltd (ABN 12 109 790 481) is principal agreement holder and an Authorised Representative (No. 314769) of Matrix Planning Solutions Limited AFSL No. 238256 (ABN 45 087 470 200), an Australian Financial Services and Credit Licensee AFSL and ACL No. 238256.

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