It is never to early or late to start planning for the future. First Advice Solutions puts your needs first and provides personalised solutions to help you achieve your financial goals.
Founded in 2000, First Advice Solutions is a South Australian, privately owned company. Our advisers and support staff have over 90 years of combined experience to serve your needs.
We are an established financial planning group that operates nationally with our main office in Adelaide, South Australia. First Advice Licensee Services Pty Ltd holds an Australian Financial Services Licence (AFSL 484091) and has a team of licenced advisers and support staff.
We offer a broad range of products and services, with comprehensive advice.
First Advice Solutions follow a step by step advice process to ensure that you get the best service and advice to meet your needs. Each person is different and our advice process ensures that our advice matches you and your goals.
My introduction to Tracey McKenzie was via her role as Superannuation Advisor to my former employer. Tracey excelled in this role and always available to all employees who needed expert guidance in the complicated, ever-changing field of superannuation. In my role of Payroll Manager, I worked very closely with Tracey and very much appreciated and respected her vast knowledge as well as her ability to pass this information along to all employees in a manner which meant everyone was fully cognizant of their options.
Tracey is reliable and prompt in dealing with our financial future. I was most impressed when my wife was terminally ill and our emotions were all over the place and Tracey stepped in, showing empathy and consideration for what we were going through and took away any burden of this process & sorting things out so that we were heading in the right direction. Today my super is as strong as first commenced and I am very happy.
I have been with Tracey McKenzie for about 8 years and she has been amazing keeping up with the usual peaks and troughs of the financial market and keeping me informed regularly about what is going on. She is easy to understand and goes out of her way to help in any way. I am a 75 year old pensioner and I seriously don't know what I would do without her.
Superannuation is most likely to be one of your employees most valuable assets. First Advice Solutions specialise is helping employers and employees with managing their super scheme and responsibilities.
