Fiducian Financial Services
Overview
Fiducian Financial Services offers financial planning and investment management across Australia, with offices in most capital cities and many regional centres. Their team works with individuals and families to help manage money, plan for retirement, and navigate lifes financial decisions. The business is known for its practical advice and a focus on long-term outcomes, using their own 'Manage the Manager' investment approach to diversify and manage risk.
Clients can access a wide range of services, from cash flow and debt management to superannuation and estate planning. Fiducian also supports financial advisers with innovative software and platform solutions designed to streamline advice and portfolio management. Whether youre just starting out, planning for retirement, or looking to grow your investments, Fiducian aims to make financial planning more accessible and straightforward.
What Fiducian Financial Services offers
Personal financial planning advice
Investment management and portfolio construction
Superannuation advice and administration
Retirement and estate planning
Cash flow and debt reduction strategies
Aged care financial planning
Platform administration for advisers
Financial planning software solutions
Location
Suite 13/706 Sturt St, Ballarat Central VIC 3350
Get DirectionsCustomer Reviews
Customers consistently praise Fiducian Financial Services for clear, practical financial planning thats easy to understand. Reviewers highlight help with retirement planning, superannuation, Centrelink advice and managing financial affairs, noting thoughtful guidance, quick organisation and good value. Many mention feeling more confident about their financial future thanks to tailored advice and ongoing support.
Several reviewers mentioned Glenn Treacy for his industry knowledge, responsive communication and professional, trustworthy service. Long?term clients say hes approachable, helpful and makes the process smooth from start to finish.