Aetas Financial Advocacy – A New Dawn
In an era where financial literacy is more critical than ever, we are proud to launch our new advocacy service which aims to help clients to demystify complex financial concepts and provide accessible, real-world advice.
Aetas Financial Advocacy provides vital education and knowledge to empower you to make confident and informed decisions.
Our advocates strive to impart the skills and insights you need to make sound financial decisions, promoting financial literacy to help you to achieve financial independence and stability.
When the time is right, your financial advocate will introduce you to our team of regulated professional service providers (our core advice team) and any specific advice you require will be provided by these regulated financial, tax and legal specialists.
Our advocates will continue to work with you and your family on an ongoing basis to provide cohesion to this process and ensure that “knit together” the professionals that may be needed during your lifetime and as your circumstances change.
Find out more
You can find out more about our advocacy team and the services they provide by visiting our website.
Our experienced team are on hand to help
Our expert advisers will always actively listen to you and:
- ask questions to gain an understanding of your current needs and circumstances
- empower you to make well-informed decisions
- suggest relevant soultions from a comprehensive array of services
- reccomend a flexible and adaptable plan that helps you to achiveve your goal
Once you become a client of Aetas, your adviser will help you to manage your plan and check in with you regularly to make any adjustments that may be required.
If you feel that you could benefit from a confidential chat with one of our specialist team members, why not start the conversation today.