At Hejaz Financial Services, we have a team of qualified, licensed and experienced Financial Planners (Financial Advisers). A Financial planner is your coach, guide, and adviser who will support you in building, managing, and protecting your wealth.
Our Financial Planners will work with you to understand you, your attitude to money and investment risk, what you want to achieve and where you are right now. We also consider your beliefs, values and ethics, and ensure that these are reflected in the advice that we provide.
We work with you to develop a plan and show you how to move from your current financial position to your desired financial outcomes. As you reach milestones, different life stages and as other things change, elements of your plan may need to change too. We can show you how your money can work harder—earning you more and costing you less. By identifying any financial risks you are exposed to, we can ensure that you protect what matters most.