top of page

finanical advice with you at the centre

ENCIRCLE FINANCIAL SERVICES

We know retirement can be scary.  We know it can be complicated.  Having a financial adviser to assist you through this process will provide you with confidence, a plan forward and certainty around your financial future.

​

From your working life to retirement planning, to aged-care services and estate planning, we will help you, every step of the way.

Campsite by the Sea

BECOME PART OF OUR FINANCIAL SERVICES FAMILY

WHY ENCIRCLE FS?

Locally
owned
client
centred
More Than
30 Years Experience
financial
confidence
Dedicated
long-term
planners
Focus On
You

Benefits of Financial Planning

  • Create your personal financial goals and objectives - this equips you with skills, creates direction and reduces your financial stress

  • Financial planning will help you better understand your financial situation

  • There could be alternative solutions and strategies that may better suit your needs

  • Costs, conflicts of interests and any assumptions are plainly clarified

  • Supports you to prepare for, or adjust to, changes in your personal circumstances

  • Guides you to make better informed decisions

  • Provides you with security and peace of mind

  • The confidence to understand markets and your comfort levels of risk

Rustic Beach Path
Contact

CONTACT US

For any inquiries, please call or email us:

02 6766 0000  |   contactus@encirclefs.com.au

our address

Shop 3/ 481 Peel Street

PO Box 689

TAMWORTH NSW 2340

Alternatively 

you can fill in the following request to contact:

Thank you for contacting our office!

Encircle Financial Services is collecting your personal information, such as your contact details, to contact you regarding the products and services offered. Encircle Financial Services may disclose your personal information, such as your name and contact details, to its related bodies corporate. If you do not provide all of the requested information, Encircle Financial Services will not be able to contact you. Encircle Financial Services is not likely to disclose your personal information to overseas recipients. Your personal information will be used in accordance with Consultum’s Privacy Policy, which contains information about how you may access or correct your personal information held by Consultum and how you may complain about a breach of the Australian Privacy Principles. You may request a copy of Consultum’s Privacy Policy by calling 1800 062 134 or at http://www.consultum.com.au/privacy

bottom of page