A little bit about us
NFIS was founded in 2004. After working in various financial instituations and having a predominatly Banking and Finance background, I found that there was large gaps in tailored advice and service in the industry. I began the practice with the intent to bridge that gap and ensure that our clients have peace of mind that they will be actively listened to and provided with excellent products, service and most importantly transparent advice. |
Today the business has grown however, our values and vision remain the same. Our fantastic, dynamic team are here to provide support and ensure we continue to deliver our promise to you.
We believe everyone can be comfortable in retirement with careful planning and a disciplined approach to our futures.
We are dedicated to providing achievable tailored advice to our clients and are passionate in working in conjunction with our clients to hel them achieve their financial goals.
Our motto is DREAM, BELIEVE, ACHIEVE
Please contact us on 08 9497 7922 or alternatively on 0405 069 441 to arrrange for James or Christine to meet with you and start making that dream a reality.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
