Beaches Financial Planners

Vic Paice Director of Beaches Financial Planners

Vic, the practice principal of Beaches Financial Planners has been a member of Manly BRG since 2017. Vic has gained the status of a Certified Financial Planner™, has completed a Bachelor of Business and the Advanced Diploma of Financial Planning. Vic is an Authorised Representative of Godfrey Pembroke Limited (which is owned by the Nab group of companies). Vic has been in the financial services industry for over 16 years, with previous roles within the Foreign Exchange and Equities brokering environments. This experience has greatly assisted him in creating strategies to help meet his clients’ wealth creation, wealth protection and retirement planning needs.

When not in the office, Vic is likely to be involved in adventure sports including; surfing, mountain biking or, if the season (and his knee) permits, snowboarding with his wife and growing children.

Beaches Financial Planners is a local based Northern Beaches Financial Services company. We like to promote to our client that we take the time to listen to them. Our work is based around people and it is our role to help clients identify and live their financial or lifestyle goals.

Beaches Financial Planners focuses on building partnerships with our clients that last and our goal is to continue growing from our best sources or referrals, our clients and business referral groups. Building the right strategy for our clients is not done overnight however it requires discipline, experience and good judgement. We’re prepared to invest in our clients to ensure they attain their goals.

I have learnt that referrals don’t come automatically but rather heave to be earnt via trust and understanding of each other’s business. I am confident that being a sales focused individual that I should be able to help identify future referrals for members within our group.

 

Member of Manly Business Referral Group

Manly Chapter meets every second Wednesday at 7:00Am, at Hemingway’s Café (upstairs), 48 North Steyne, Manly

The networking meeting starts at 7:00 AM  sharp to 8:30 AM

Like to attend this chapter ? contact Business Referral Group for your FREE Visit

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PH : 1300 033 500

E : Contact Form Below

W: www.beachesplanners.com.au

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