Archie Figueira

With over 30 years of experience, I take great pride in providing professional advice that is entirely focused on my clients’ outcomes. When it comes to interacting with clients, I approach every interaction with heart and sincerity. I am genuinely passionate about achieving great outcomes for my clients and ensuring their peace of mind. Maintaining long-term relationships with my clients is of utmost importance to me, as I strive to look after their best interests and build a solid foundation of trust.

My approach to financial planning involves breaking down complexities and devising clear, understandable roadmaps and outcomes for my clients and their families. I firmly believe in providing them with the confidence they need to make informed decisions about their financial future. Whether it’s wealth creation, protection, or retirement planning, I offer tailored and holistic advice that covers every aspect of their financial well-being. From assisting families in protecting their assets to reviewing Age Pension entitlements and implementing strategies for increasing part entitlements and cash flow, I am dedicated to helping my clients achieve their goals.

In summary, with my extensive experience, genuine dedication, and diverse skill set, I am committed to serving as a trusted financial advisor. My primary goal is to help individuals and families navigate their financial journeys with confidence and achieve their desired outcomes.

Qualifications and Memberships

• Ethics and Professionalism in Financial Advice
• Self-Managed Super Fund Specialist Adviser
• Certified Financial Planner
• Member of Financial Advice Association Australia (FAAA)