A finance broking business with Heart
We are thrilled to announce an exciting evolution: Jo Attard + Co is now Heart Financial. This transformation reaffirms our commitment to offering personalised, empathetic financial services rooted in trust, integrity, and a client-centric approach. Our new name symbolises our dedication to understanding and serving your unique financial needs with even greater passion and commitment.
As Heart Financial, we pledge to maintain the highest ethical standards and transparency, ensuring you always feel supported and confident in your financial decisions. Our services are designed to be more accessible, tailored, and responsive, embodying our belief in putting your needs and aspirations at the heart of everything we do.
This new chapter signals our promise to be your trusted partner in navigating the complexities of financial planning. Thank you for your continued trust and partnership. Together, let’s embark on this exciting journey towards achieving your financial goals and dreams.
Jo
Our values are at the heart of everything we do.
Our values are the cornerstone of Heart Financial, found in every aspect of our work. Integrity, empathy, trust, and a client-centric approach means we offer more than just financial solutions – we provide a partnership that respects and aligns with your individual journey. When working with us, you’re not just a client. You’re a valued member of a community, where your financial well-being is our heart’s true passion.
Personalised
Our financial advice and strategies are aligned to your unique goals and life circumstances, ensuring that every solution we provide is crafted with your individual journey in mind.
Long Term Relationships
We build lasting relationships rooted in trust, integrity, and personalised service, ensuring we grow together through every financial milestone. We’re your partner through every major life stage – from buying your first home, to financing your child’s first car.
Support & Guidance
With unwavering support and expert guidance, we ensure you navigate your financial journey with confidence and clarity. We’re known for our empathetic, compassionate approach – which leads to stronger working relationships with our clients.
Client Centric
We put our clients needs and goals at the forefront of everything we do. This ensures we can work together, creating tailored solutions that truly align with your financial journey. We understand everyone has a different path to take, and no two journeys are the same.
We’re committed to putting people & planet first.
At Heart Financial, we believe in the power of giving back to communities less fortunate than us. What if you could change lives every day just by doing what you do? Through our partnership with B1G1, we’re committed to making a difference through our actions. Whether it’s supporting local charities, organising community events, or providing financial education to those who most need it – our goal is to create a positive impact and empower individuals and families to build a brighter future. Join us in making a difference and changing lives one day at a time.
For every settled loan, we will donate to make an impact to the broader society.
11,000+
Number of days of clean water donated
10,000+
Provided number of sets of learning tools for Nursery age children
196
Number of trees planted