Fiducian Financial Services Geelong is a part of the Fiducian Group Limited, a diversified financial group offering a range of services including funds management, financial planning, platform administration, and financial planning software development. With a motto of Integrity, Trust & Expertise, Fiducian embodies these values in all client interactions. The business emphasizes diversification as a key strategy and provides a suite of managed funds, each managed by Fiducian’s Manage the Manager System.
With over 20 years of experience, Fiducian Financial Services Geelong has a long history of developing innovative software tools for financial planners, aimed at streamlining processes and enhancing client service. The business focuses on building lasting relationships with clients, offering tailored solutions to meet their financial needs and goals. Fiducian’s investment management team conducts thorough research to select funds that align with clients’ investment goals and risk profiles, aiming to deliver consistent returns over the medium to long term.
Fiducian Financial Services Geelong also provides superannuation services, helping clients navigate their retirement planning with tax-effective solutions. The business offers a financial planning franchise system for those looking to grow their financial planning business, providing support, technology, and expertise to achieve greater profitability. With a commitment to flexibility, responsiveness, and client satisfaction, Fiducian Financial Services Geelong aims to empower clients to be more confident about their financial future.