Our Promise to you

If you are unsatisfied with your existing accountancy or financial services, or perhaps just looking for a more proactive stance from your current advisor. Then talk to us.

We are a firm that approaches advice differently to most, we maybe able to genuinely help you. We offer a confidential no obligation appraisal. If we believe we can save you tax or make a significant difference to the wealth or risk strategies you currently use we will take the time to explore the right strategies with you and put a strategic plan in place.

We will present to you within seven days of our initial meeting our expert analysis and opinion of your current situation and guide to the future ‘journey’ we believe you should take. You may use this as a second opinion, or as an opportunity to forge a dynamic relationship with 2020 Financial Solutions.

There has never been a climate in Australia such as this – ripe with opportunities for correct business tax planning and superannuation options.

We regularly present free education seminars on these topics and would be pleased for you to contact us to find out details of upcoming dates for you and your family to attend.

We have clients broadly spread across Australia and we would welcome the challenge to tailor strategic advice for you!!

For a free expert consultation and analysis click here

Click here to see our Customer Service Charter

Customer Feedback

2020 Financial Solutions love hearing from you! If you would like to congratulate one of our team for great service or simply to provide feedback, please email us at newcastle@go2020.com.au . Information obtained through this channel will be used for the purposes of continuous improvement accross the firm.

Customer Complaints

2020 Financial Solutions will do its utmost to ensure an expedient resolution to any client complaint.

To help streamline the handling of any complaints, 2020 Financial Solutions has established a Quality Assurance complaints handling process. All that is required is for the customer to place the details in an email and send to newcastle@go2020.com.au for action. If the complaint relates to Financial Planning advice, the complaint is directed to our Licensee, Professional Investment Services Pty Ltd (PIS), go to http://profinvest.com.au/complaints.php .