Fee only Financial Planner Financial Planning — Mango Wealth Creation Gold Coast

Director for Mango Wealth Creation.

To receive the best financial planning advice you need the best financial planner. Alex Warren is certainly in that category. Alex is a financial planner who is unique in not only his high level of knowledge and experience in financial planning but also in the amount of areas that Alex advises in.

A Financial Planner with a strong Education background

As a financial planner Alex’s education certainly stands him above his peers holding a Bachelor of Business (majoring in Economics and Banking and Finance) from Queensland University of Technology. He also has a Diploma of Financial Services and Certificate 4 in Mortgage Broking and is currently undertaking the Certified Financial Planner certification. The minimum education requirement for a financial planner is a diploma of financial planning with approximately only 80% of financial planners meeting the minimum education standards. Unfortunately there are some training organisations where potential financial planners can complete the diploma in as little as 3 days. Even before Alex finished his Bachelor of Business, he was recruited from University by a prominent Swiss Investment Bank. They were impressed with not only his consistently good grades but with his application of this knowledge. They were well rewarded with an employee that twice topped their graduate training program held in the UK, competing with graduates from all over the world.

Experienced Financial Planner

Relevant experience is essential for a financial planner to deliver the type of results that clients expect. That being the case Alex worked in the Sydney office on a graduate training program where he was rotated and trained in many areas of the investment bank. Twenty million dollar transactions were the average size of daily transactions that Alex dealt with when working for the Swiss investment bank. When he relocated to London his reputation preceded him and obtained him an instant position in their credit section. His standard of work was so well regarded that when returning from a round the world trip he was appointed to help establish the credit vetting area for the Asia Pacific. That was the starting point for Alex’s career in the finance industry before becoming a financial planner. From there through other business interests Alex has settled millions of dollars in residential and commercial loans and has been involved in the start-up and strategy advice of numerous businesses. Alex began his career as a financial planner when he established Mango in 2004 and founded a “fresh approach” to financial planning. This approach is taken very seriously with his fee for service approach. Fee for service is unique as financial planning has traditionally been a commission based industry. Another fresh idea has been to have a holistic view of financial planning. Many financial planners only cover specific areas such as investments or have a one size fits all strategy for clients. Alex covers all areas of financial planning from cash flow management, investments, superannuation, estate planning and insurance and tailors financial plans to individual situations.

What you get from your financial planner:

To truly help you get your total financial house in order and give you the best chance of achieving your goal regardless of what is happening in the world around us, we need to understand your own life issues. What is important about money to you? How will your financial decisions impact each area of your life? What does your ideal life look like? Only after having a good understanding of what is important to you will your financial planner design a plan to give you the greatest chance of achieving your goals. Alex has not only saved financial planning clients thousands of dollars a year through his expertise as a financial planner but saves them numerous headaches with his determination to get the top outcome for his financial planning clients.

Ongoing service provided from your financial planner:

Investment wise Alex is the steady hand in the emotional rollercoaster of investing. Through rigorous research and an asset-based approach Alex works to deliver a successful “investment experience” to every financial planning client and helps clients steadfastly focus on the benefits of long-term investing. Alex is a rare financial planner where frozen funds are non-existent with his clients. Alex is a financial planner who provides a consistent and rational investment experience that his financial planning clients have benefited greatly from. If you want a financial planner who puts his clients first and has the expertise and experience to give you a good financial planning experience give Mango Wealth Creation a call.