Financial Planning

Personal Financial Planning that will help you achieve your goals.

Planning your finances and creating financial goals is empowering but sometimes it can feel a little overwhelming. That’s where we can help.

Book a one-on-one tailored consultation with our Senior Financial Planners. We'll sit down with you, understand your unique circumstances then work with you to create a financial plan that will put you a step closer to achieving your goals.

Do you need help:

  • Managing taxes?
  • Planning retirement?
  • Saving for a major life event?
  • Protecting your family and lifestyle?
  • With investment strategies?
  • Maximising your super?
  • With tax-effective income strategies?

Need help with tax-effective income strategies?  

Our Financial Planning service can provide you expert and ethical advice to get you there. We’ll even review and revise your financial plan when your life circumstances change so you always have up to date advice.

Can financial planning really help me?

No matter what your finances are, the stage of life you’re in or your unique circumstances; we’re here to discuss your next step with the latest research and market insights.

Our expert advice and our financial plans are designed so that anyone can have a roadmap for success.

Your consultation will typically take place at our service centres but if you can’t join us in person we can organise a consultation over the phone or on Skype. There’s an option to suit everyone.

Meet our Team

Our Senior Financial Planners have over 12 years' experience and are here to understand your needs and recommend the right strategy for you.

Paul Furlong

Paul Furlong
Hawthorn East

Ben Holian

Ben Holian
Hawthorn East

Steve Reardon

Steve Reardon
Hawthorn East

Paul Patman

Paul Patman
Hawthorn East

We're here to help.

Get your finances on track with a consultation with one of our qualified Financial Planners.

Fact Sheets

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