Arnaud Ravel Owner of Quest Financial Planning

Arnaud Ravel, Owner of Quest Financial Planning has been a member of Business Referral Group, St George Chapter July 2012.

Quest Financial Planning was established to help people in achieving their desired financial goals. Life is a journey, your financials is one apsect on that journey. Our approach to financial planning is simple; to gain a clear understanding of our clients current financial situation and what’s really important to them – this helps us to clearly idenitify our clients’s financial objectives today and into the future.  Once we understand them we can advise on an appropriate stragety/plan that they understand and are comfortable with.

BRG has allowed me to learn from other members, how they operate what they look for in an ideal client, inturn by gaining this knowledge it has allowed me to become a better source of referrals for my clients to my peers within BRG, to improve my clients financial journey.

I have been able to improve the financial journey of the clients that’s have been referred to me my other members of the group either through general guidance about financial matters or specific advice relating to their financial situation