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Market Volatility

Many people believe investing is about 'timing the market' – getting in before prices rise, enjoying the ride up and then getting out before prices fall.

Yet anticipating these market moves can be extremely difficult because no two market cycles are the same. Investors' emotions make successful market timing even harder.

read more about this and other news…
 
     

 
Welcome to Ravi Shankar Financial Planning

We are an independently owned and operated practice with a unique value proposition underpinning our service to You, Our Client.

Our Value Proposition

We will endeavour to give our clients a level of service that consistently upholds the Value of Advice, Clarity of Purpose and Peace of Mind while they embrace the pathway to achieving their personal goals and ambitions under our professional guidance. Towards this we will be Honest, Objective and Empathetic in the disposition of our professional duties as their financial adviser.

Our Strengths
We translate our skills and experience acquired over the past 26 years in professional practices and corporate entities, customer service and back offices into a passionate work culture that ensures our service to Clients is Friendly, Comprehensive and Consistent at all times.

We continuously keep ourselves up to date with new developments in legislation and strategies with a view to offering our clients a solution that is both Effective and Secure with changing times.

We know the importance of effective communication in order to give our clients Peace of Mind and Information that is Current.

We will handle with great care client emotions and sentiments in good and bad times and Listen to Objections and Criticism as a means to improving our service offering.

We understand that Client Satisfaction is paramount for the Success of our practice and the Reputation of the financial planning industry.

General Advice Disclaimer

The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions.

RAVI SHANKAR FINANCIAL PLANNING, its Principal employees and associates and PATRON Financial Advice, its Directors employees and associates disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site. The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.