Who We Are:
Alliance Financial Planning is a fee-based boutique financial planning business that services clients in the Brisbane area and surrounds. Prudent strategies are used together with a client-friendly methodology to provide outcomes based on clearly established client goals. In an always uncertain world, our goal is to maximize the probability of you achieving your financial goals.
Financial advice is provided by Larry Raymond. Larry has a BSc degree in accounting and a Diploma of Financial Planning. He has been a member of the Financial Planning Association since 1992 and a Certified Financial Planner (CFP) since 1995. CFP certification is the highest level of certification that a financial planner can achieve.
Larry has expertise in all areas of financial planning and does on-going training so as to provide clients with advice based on client’s best interests using great strategies. Larry is licensed to provide SMSF advice. He is also an accredited aged care specialist.
Existing clients have come from accountants, solicitors, mortgage brokers, aged care facilities and other health and aged care industry professionals, existing clients and word of mouth.
Larry will be happy to work with you either face-to-face or via web meetings. He will work with your existing advisers if required (i.e. your accountant, solicitor, aged care facility, aged care placement professional or mortgage broker). He can also refer you to professionals in any of those fields if needed.
Your first appointment will be at our cost and thus free to you.