Barbara Kelly

barbara.kelly@ausure.com.au

We help people to make smart informed financial decisions so they can confidently make, grow and protect their funds to achieve their lifestyle goals. Our purpose is to help the people of Echuca and surrounding districts to achieve their financial and lifestyle goals by providing them with high quality financial advice and services.

We do this by:

• Educating and coaching our clients on their available options so they can make informed financial decisions;
• Supporting our clients with unbiased, concise and plain English guidance on making, growing, protecting and maintaining their wealth as they journey through life;
• Keeping abreast of latest financial industry knowledge, conditions and strategies to ensure our clients benefit from up-to-date advice; and
• Maintaining a lifetime partnership with our clients to ensure their financial objectives and lifestyle goals are ultimately met.

Our vision is to become Echuca and surrounding districts’ foremost provider of financial advice, renowned for our down-to-earth and caring approach, our depth of expertise, our helpful public education program and our continued success in helping our clients achieve their financial goals.