Limestone Financial Planning

Limestone insurance and financial servies

0738127122

Our Values

Limestone_core_values_2015

  1. Integrity – We do not put our interests in front of yours.
    • A genuine commitment to helping you meet your financial goals
    • Complete honesty and forthrightness in all our dealings with you
    • High standards of professional conduct at all times
    • Complete trustworthiness when handling your personal & financial details
  2. Transparency – Being honest and upfront about our fees
    • We declare conflicts of interest if they arise
    • We believe honesty is the best policy
    • We disclose to you clearly and concisely how we get paid for our advice
  3. Efficiency – Success in achieving a financial plan in a reasonable timeframe to get you on track sooner
    • We go through our professional Financial Planning process informing you of the progress the whole way through
    • We work to minimise foreseeable delays in processing of insurance applications or investments to help ensure we implement your financial plan with your immediate needs in mind
  4. Excellence – To set the highest standard of service in dealing with our clients
    • We believe there is always room for improvement and that the never ending search for improvement leads to excellence. We aim for excellence in everything we do.
    • We strive to deliver the appropriate product or service to meet the needs of our clients
    • We dedicate time and effort to self improvement and continuing professional education and development

General Advice Disclaimer

Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Mitastone Pty Ltd ABN 89 154 320 528, Corporate Authorised Representative No. 416405 & Salija Pty Ltd ABN 34 155 261 528, Corporate Authorised Representative No. 424093, T/A Limestone Insurance and Financial Services, are Corporate Authorised Representatives of Aon Hewitt Financial Advice Limited, ABN 13 091 225 642, AFSL No. 239183, Level 33, 201 Kent Street Sydney NSW 2000.