Located in Townsville, Investment Options (Aust) is a locally owned & operated Financial Planning firm. Our Clients always come first. For the past 32 years, we have operated on a referral system where our valued clients introduce their friends & family.
|Monday||9:00am - 5:30pm|
|Tuesday||9:00am - 5:30pm|
|Wednesday||9:00am - 5:30pm|
|Thursday||9:00am - 5:30pm|
|Friday||9:00am - 3:30pm|
At Investment Options (Aust) we know and understand that individually tailored and expert guidance from an experienced financial adviser is essential when turning dreams into reality.
We have helped individuals, families and businesses achieve their lifestyle and investment goals since 1986.
Our advisers expertise in financial planning encompasses a broad range of specialist advice. We consider ourselves to be professionals dedicated to maximising the preservation, protection and performance of our clients capital and financial income. Our clients interests always come first. Investment Options (Aust) has earned the trust of its many clients by placing their interests first; so much so that the majority of new clients introduced to the firm are by way of personal referral from our existing, satisfied clients.
Our reputation is important to us and we want to be known for: Giving sound and ethical advice at a reasonable price; Being approachable and supportive when clients circumstances change; Keeping up-to-date with changing economic conditions and legislative changes; and Inter-generational advice - taking care of the financial needs of grandparents right down through succeeding generations.
When you become a client of our business, we aim to: Treat you fairly and work with you to help you secure your future; Be empathetic and responsive to your changing needs; Find financial opportunities for you and help you take advantage of them; and provide comprehensive financial strategies to all generations in your family.
The staff and management of Investment Options (Aust) are totally committed to the highest standards of customer service and advice. We aim to provide our clients with trusting and long-term and professional relationships. We look forward to meeting and working with you.
Frank Santagada CFP Dip FP AFB C.Dec : Frank has over 32 years experience providing strategic financial planning services and advice. He assists clients of all ages and circumstances with a variety of financial planning and investment solutions to achieve their objectives and solve complex problems. Frank has in depth knowledge of superannuation and retirement issues and considerable experience in the establishment of practical wealth accumulation strategies. He is skilled at helping people take control of their financial lives and explaining their options for saving and investing for the future. Frank can assist clients with all aspects of financial planning and investment and has extensive experience in building income streams, portfolio management, trusts, social security, aged care and accommodation issues. His clients include generations of families, with many younger clients referring their parents to him. Frank is a passionate advocate for improving industry standards and helping people better understand planning and investment issues.
Call Investment Options (Aust) P| 07 47755199 today to book your free, no-obligation 1 hour consultation. You will have the opportunity to discuss your requirements with our adviser; explore our services; and be informed on our fee for service.
Frank Santagada CFP Dip FP AFB C.Dec
Authorised Representative 246139. Frank Santagada & Associates Pty Ltd ABN 82 011 059 457 T/As Investment Options (Aust) is an Authorised Corporate Representative 257468 of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221
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