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About LOGICAL Financial Management
There are many Financial Planners in Australia. Choosing the right Financial Planner for you can be a daunting task. How do you separate the experienced Planner from the novice, or the trustworthy planner from the biased?
At LOGICAL Financial Management, the service we offer is simple, in an increasingly complex financial world. We aim to help our clients and their families navigate the most appropriate course through life's financial complexities. We believe that our role incorporates more than just the provision of optimal financial strategies. We also assist our clients to incorporate their family, creativity and community into their overall financial plan. In short, we are here to help our clients improve the probability of living the life that they want to live.
HISTORY
LOGICAL Financial Management is the culmination of many years of life and financial experience. The founders (Steve Blaker and James Cotis) have in excess of 40 years experience between them. During that time, they have assisted our clients through a number of extreme economic and market conditions.
PRIVATELY OWNED
In 2003, Steve & James merged their separate practices to form LOGICAL Financial Management Australia. Together, they brought a wealth of expertise and experience to the newly formed venture. They are joined by a highly qualified and dynamic team who have sound industry knowledge and work with robust systems and processes to produce a compelling financial planning value proposition.
SECURITY
Highest on our list of concerns is the management of risk.
We empower our clients by providing them with all relevant information to assist them to make financial decisions. We do not transact unless our clients provide written instructions. Therefore, we do not take discretionary mandates from our clients. We also do not accept client investment funds into our bank account.
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