Financial Professionals is a wealth management firm that offers strategic advice and personalized services to help clients achieve their financial goals. With over 20 years of experience, the team at Financial Professionals is committed to providing superior wealth creation services through first-class advice and management. They pride themselves on being free from conflicts of interest and are dedicated to serving clients and their families as confidantes and navigators in managing the complexities of wealth.
Financial Professionals evolved from a Chartered Accountant background to offer a comprehensive range of services to manage clients’ overall financial affairs. The firm is not affiliated with any financial institution, emphasizing independence and a client-centric approach. By partnering with Focus Financial Partners, a leading international network of wealth management firms, Financial Professionals gains access to best practices, resources, and continuity planning to better serve individuals, families, employers, and institutions.
Services provided by Financial Professionals include strategic advice, wealth management, tax advisory, and regular market updates. The team, led by experienced professionals like Luke, Damian, Sharmila, and Racquel, is dedicated to helping clients understand their financial options and implement tailored plans for long-term success. As a member of Connectus Wealth Advisers, Financial Professionals ensures highly customized advice and bespoke client services to a diverse range of clients, from young entrepreneurs to retirees.