Who we are
OpenDoor Financial Centre is a practice based out of Newcastle, New South Wales. We have a team of financial planners who offer expert advice in a range of financial planning areas, including financial advisory, mortgage broking and insurance advice.
We also have a full support team dedicated to providing assistance to both you and your planner.
Why we are different
We are different to other Newcastle financial planning services as we ensure that you get the complete range of services.
We have referral arrangements in place with specialists to ensure you receive the best advice. Our referral arrangements include real estate, mortgage broking, business consulting, direct shares, estate planning and general insurances. A full list of our referral partners can be found here.
How we work
Our role is to listen to your thoughts, ideas and goals and then develop the strategies to get you there safely. You can also expect access to your advisor to review and adjust your strategy as required with reviews offered at least annually.
Our Australian financial planners can provide you with expert advice on financial products, managing financial risk and financial investments on your behalf such as advice in:
- Debt and mortgage managements
- Personal insurance
- Investment strategies
- Savings plans
- Investment and funeral bonds
- Income streams
- Ongoing review service
OpenDoor Financial Centre will:
Assist you and your planner by:
– Providing administrative support in developing and implementing strategies
designed by your finance advisor providing financial planning, mortgage broker or insurance advice on your behalf.
Answering your phone calls and emails regarding:
– Customer service and general enquiries
– Processing withdrawals, rollovers and deposits
– Assisting in the overall implementation the plan