Craig Weeks
Financial Adviser
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About
Craig Weeks is an ASIC-registered financial adviser based in Melbourne, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Finsia obtained in 2006, Craig brings a wealth of experience and knowledge to his clients. Craig is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored strategies to help you navigate the complexities of retirement planning and investment. With Craig's guidance, you can gain clarity and confidence in your financial future. He focuses on building long-term relationships with his clients, ensuring that their financial plans evolve with their changing needs and aspirations. He offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Craig today to schedule a consultation and discover how he can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Craig Weeks offer?
Craig Weeks specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can help you develop a comprehensive financial strategy tailored to your unique needs and goals.
What are Craig Weeks' qualifications?
Craig Weeks holds a Diploma of Financial Services (Financial Planning) from Finsia, obtained in 2006. He is also an ASIC-registered financial advisor.
What is the process of working with Craig Weeks?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Craig will then develop a personalised financial plan, implement the strategies, and provide ongoing support and reviews.
How can Craig Weeks help me with retirement planning?
Craig can assist you in developing a retirement plan that considers your desired lifestyle, income needs, and investment strategies to help you achieve a comfortable and secure retirement.
What can I expect during my first meeting with Craig Weeks?
During your first meeting, you can expect to discuss your current financial situation, your short and long-term goals, and any concerns you may have. This will allow Craig to understand your needs and determine how he can best assist you.
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