Webb Financial exclusively refer all financial planning work to Politis Investment Strategies (AFSL 253 125), a specialist financial planning firm.

At Politis Investment Strategies, we look after everything involved in the delivery of that advice.

Politis Investment Strategies are committed to ensuring that you receive high quality financial advice and build a long-term relationship with your financial planner.

We take full responsibility for the advice, so that it delivers the outcomes you want. Servicing clients throughout the country, we are powered by our ethos of putting the best interests of clients at the heart of all we do. We are a boutique licensee ranking in the top 50 in the country.

Financial advice is about your goals and priorities – the life you want to live in your later years. Our advice is designed to ensure the money is there to
achieve your goals.

What should you expect now, and how do you prepare? If you are in a committed long term relationship with a significant other (ie living together, shared finances), it is essential that both of you are in attendance at your initial meeting. The financial planner may need to reschedule otherwise.

In order to prepare for the first meeting with your financial planner, you need to have given some thought as to what you would like from this process. We’ve put together an online questionnaire that we would like each client to complete and submit prior to your appointment.

In the meantime, if you have any queries or concerns, please always feel welcome to contact the Politis Investment Strategies office on 02 4962 5545. Our kind team are always available to assist wherever possible.

The financial planners at Politis Investment Strategies are looking forward to meeting you, and learning more about your goals.