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What Does Your Financial Pathway Look Like?Need a detailed financial plan, or just limited financial advice on a single issue? We can help. We take the time to understand your goals, aspirations and current financial situation.
We work with you to help you achieve the financial future you desire. No two financial pathways are the same, that's why we tailor our advice to help you achieve your goals. |
Welcome to Joe Vitale Financial Services
Our Services
Retirement Planning
Investment Superannuation Insurance |
Specialist Services
Business Planning
Salary Sacrificing Retrenchment Social Security / Centrelink |
Our Team
Our highly experienced team has more than 60 years of combined experience in financial planning. Get to know more about our team & how we can help you.
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What Our Clients Are Saying
Patsy
February 2024
Joe came highly recommended to us from a close family member. We found Joe to be extremely thorough in understanding our current, financial position, our future financial aspirations and goal setting, alongside our recently changed financial landscape. Once this was established, Joe was meticulous in his approach to position us in the best way possible for transitioning into retirement, maximising the current tax effectiveness of our assets in the meantime, and the various and varied options available to us to achieve our goals. Joe was patient and brilliant in his management of us as he allowed us to understand the minefield of options available to us. Pros and cons were diligently discussed, explained and recommended or discouraged accordingly. Now that we are settled into a firm financial trajectory, we feel comfortable in our decision making, guided by Joe's expert advice and opinion, of course. The relationship Joe established with us was one of professional and mutual respect and utmost trust. Joe's knowledge and expertise in the financial field exceeded our expectations and is one that we feel confident in continuing our relationship with for years to come. All costs, fees and other relevant details were clearly explained and disclosed. Hence, we hold Joe's integrity the utmost favour. The process wasn't a short one, but it was thorough and one that allows us to feel at ease about the outcomes achieved. We highly recommend Joe for your financial needs and his staff are equally friendly, helpful and very easy to deal with.
Silvana and Tony De Fazio
READ MORE TESTIMONIALS ...
Joe came highly recommended to us from a close family member. We found Joe to be extremely thorough in understanding our current, financial position, our future financial aspirations and goal setting, alongside our recently changed financial landscape. Once this was established, Joe was meticulous in his approach to position us in the best way possible for transitioning into retirement, maximising the current tax effectiveness of our assets in the meantime, and the various and varied options available to us to achieve our goals. Joe was patient and brilliant in his management of us as he allowed us to understand the minefield of options available to us. Pros and cons were diligently discussed, explained and recommended or discouraged accordingly. Now that we are settled into a firm financial trajectory, we feel comfortable in our decision making, guided by Joe's expert advice and opinion, of course. The relationship Joe established with us was one of professional and mutual respect and utmost trust. Joe's knowledge and expertise in the financial field exceeded our expectations and is one that we feel confident in continuing our relationship with for years to come. All costs, fees and other relevant details were clearly explained and disclosed. Hence, we hold Joe's integrity the utmost favour. The process wasn't a short one, but it was thorough and one that allows us to feel at ease about the outcomes achieved. We highly recommend Joe for your financial needs and his staff are equally friendly, helpful and very easy to deal with.
Silvana and Tony De Fazio
READ MORE TESTIMONIALS ...
