Financial Planning

Creating financial goals is empowering, but sometimes it can feel overwhelming. That’s where we can help.

Our expert, ethical advice is designed to put you first.

We’ll sit down with you, identify your individual needs and together we’ll create a plan for your future.

Here’s how we can help you

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Plan for retirement 

So you can live the retirement lifestyle of your dreams.

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Suitable investment strategies 

Tailored to your risk-return profile.

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Protect your loved ones 

For your own peace of mind.

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Estate planning 

To prepare future generations.

It all starts with an initial consultation for just $150.

Why make an appointment?

As a customer owned bank, 100% of our profits are reinvested into you. 

This means that our Senior Financial Planners are solely focused on putting you first, as they always have.

With over 12 years experience and trust and transparency at the forefront of their mind, our Senior Financial Planners are here to understand your needs and recommend the right strategy for you.

Meet our Team


Ben Holian

Ben Holian
Hawthorn East

Steve Reardon

Steve Reardon
Hawthorn East

Charlie Battaglia

Charlie Battaglia
Hawthorn East

Paul Patman

Paul Patman
Moonee Ponds

Fact Sheets


  • How long is the consultation?

    Consultations run for an average of one hour.

  • Where is the consultation?

    Face-to-face consultations are held at one of our branches in Hawthorn East or Moonee Ponds.

    We also offer consultations over the phone or convenient video conferences on Skype.

  • What happens at my first consultation?

    At your first consultation, our Financial Planners will start by developing a thorough understanding of your current situation. Using this as a foundation, they will then work with you to develop a set of realistic financial goals and a strategy to help you achieve them following your meeting. 

  • What should I bring?

    To help you develop a deep understanding of your needs and situation, your Financial Planner will require:

    • Your completed Fact Finder and Risk Profiler forms.
    • Your most recent pay slips.
    • Your bank statements.
    • Your superannuation statements.
    • Details of other investments or any further information pertaining to your personal financial circumstances.
  • What topics are covered?

    Your session might cover topics such as:

    •  How you can plan for your retirement.
    • Establishing tax-effective income streams for your retirement.
    • Reducing your income tax with salary packaging.
    • Making the most of your superannuation.
    • The most tax-effective strategies for your finances.
    • Investment strategies tailored to your risk profile.

Want more information? Download the Financial Planning Consumer Guide from the Financial Planning Association of Australia (FPA).