Calder Wealth Management - Unley, South Australia
Address: Suite 2/15 King William Rd, Unley SA 5061, Australia.
Phone: 883733333.
Website: calderwm.com.au
Specialties: Financial planner, Insurance broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Calder Wealth Management
⏰ Open Hours of Calder Wealth Management
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Calder Wealth Management: A Comprehensive Overview
Calder Wealth Management is a respected financial advisory firm dedicated to providing personalized and comprehensive financial planning services to individuals and families. Located at Suite 2/15 King William Rd, Unley SA 5061, Australia, and reachable at Phone: 883733333, the firm offers a client-centric approach, focusing on building long-term financial security and achieving individual goals. Their website, Website: calderwm.com.au, serves as a valuable resource for potential clients seeking to learn more about their services and expertise.
Specialties and Services
Calder Wealth Management specializes in two key areas: Financial planning and Insurance brokerage. They offer a full suite of financial planning services, including retirement planning, investment management, estate planning, and tax planning. Their experienced team works closely with clients to understand their unique circumstances, risk tolerance, and financial objectives. As an insurance broker, they assist clients in securing appropriate coverage for their assets and liabilities, ensuring peace of mind and financial protection. The firm's dedication to tailoring solutions to individual needs is a significant strength, as evidenced by client feedback regarding plans tailored to suit your requirements.
Location and Accessibility
The firmâs physical location at Suite 2/15 King William Rd, Unley SA 5061, Australia provides a convenient and professional setting for client consultations. Calder Wealth Management prioritizes accessibility for all clients. The office features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site, ensuring comfort and convenience for all visitors. Appointments are recommended to allow ample time for detailed discussions and personalized planning. The facility also provides a standard toilet for general use.
Client Feedback and Reputation
Client feedback consistently highlights Calder Wealth Managementâs commitment to clear communication and a supportive environment. The companyâs approach to delivering advice, described as getting help with my financial responsibilities as a father of two young girls, demonstrates a genuine understanding of the challenges faced by many individuals. Clients frequently commend the firm for its ability to translate complex financial concepts into easily digestible information. This focus on clarity and comprehension is a key differentiator, earning the firm high praise for its everyday understanding.
Key Features and Benefits
- Personalized Financial Planning: Each client receives a customized plan designed to meet their specific needs and goals.
- Experienced Professionals: The team comprises seasoned financial planners and insurance brokers with a deep understanding of the financial landscape.
- Comprehensive Services: Offers a wide range of services covering various aspects of financial management.
- Client-Centric Approach: Prioritizes building strong client relationships and providing exceptional service.
- Accessibility: The office is designed to be accessible to individuals with disabilities.
The firmâs dedication to ensuring the best outcome possible for clients is reflected in its consistently positive reputation. Clients appreciate the collaborative atmosphere and the proactive approach taken by the team. The firmâs emphasis on thoroughness and attention to detail further contributes to its strong standing within the financial community. Many clients express satisfaction with the firmâs ability to provide top advice and a sense of confidence regarding their financial future. A frequent observation is that the firm promotes a great atmosphere conducive to productive and open communication.
Google My Business Reviews
Calder Wealth Management currently maintains 3 reviews on Google My Business, all of which have received an average rating of 5/5. These reviews underscore the positive experiences shared by clients and reinforce the firmâs commitment to excellence. The overwhelmingly positive feedback highlights the firmâs professionalism, expertise, and dedication to client satisfaction. These reviews suggest a strong focus on both the practical and emotional aspects of financial planning, building trust and fostering long-term relationships.
👍 Reviews of Calder Wealth Management
