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Investing

Topaz Financial Group

2 Reviews
1300 086 729

Suite 4, 18 Sherbourne Rd

Briar Hill, VIC, 3088

Suite 4, 18 Sherbourne Rd

Briar Hill, VIC, 3088

Topaz Financial Group

We help our clients achieve their personal and financial aspirations providing timely, sound, guidance and support using Strategic Financial Planning Solutions.

What we are all about

1. Delivering what we promise
2. We won't bamboozle you with jargon
3. Transparency of fees
4. Strategy not product

Delivery - When we make a commitment to you, we expect to deliver; we will return your calls and emails and provide you with a superior customer service experience, both initially and during our relationship.

Confidence - It is important that you understand your individually developed strategy. It is our intention to provide you advice in a clear and concise manner; we will continue to work with you closely to ensure you are confident about your strategy, prior to proceeding.

Transparent - Our clients are charged a fee for advice and ongoing fees in line with the complexity of the advice, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you (which we will clearly demonstrate). All fees / costs are clearly disclosed to you in writing.

Strategic - We seek to help our clients achieve their lifestyle goals by ensuring they take advantage of the best strategic advice available, we are not tied to any particular product provider which ensures that we focus on strategy first and then, with the help of quality independent research, select superior investments and personal insurances.

Topaz Financial Group is the collaboration of WealthCare Financial Solutions and Victoria Wealth Management. Principals Hari Maragos & Shaun Thatcher are well experienced Certified Financial Planners specialising in Self-Managed Superannuation Fund advice, Retirement Planning, Wealth Creation and protection advice and, Aged Care entry advice. Our practice is conveniently located in Briar Hill, between Eltham &
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Contact details

Visit website Email this business
1300 086 729 (03) 9439 9977 0431 107 198
(03) 9439 9933

Services

  • Investment Trusts
  • Fund Management
  • Shares
  • Asset Management
  • Investor Events
  • Retirement Planning
  • View more (4)

Brands

  • Financial planning Financial planners

Opening Hours Detail

  • Closed Public Holidays
  • Flexible Hours by Appointment

REVIEWS (2)

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KMod
OVER 7 years AGO

Recently Shaun helped me with financial planning as well as dealing with some official bodies. Thank you Shaun for your knowledgeable, professional, efficient and courteous assistance, which was invaluable in achieving the best possible outcome. Whenever the opportunity arises without hesitation I recommend your (PCM) help to my friends.



KM

jillef
OVER 8 years AGO

I found Shaun to be extremely professional, personable, friendly, sincere and clear in his financial advice. He explained all my options in an easy to understand manner. He was always available for any queries and returned my emails promptly. I feel extremely confident with Shauns knowledge and expertise. The presentation of my portfolio was excellent and I am very happy knowing that my financial strategy for the future is in good hands.



Jill Forrest

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