Financial Planning

Financial Planning 

If you’ve never seen a Financial Planner before, you may be concerned about how it works. Don’t be. It’s basically a friendly chat about you, maybe your family, your work, whatever it is you have worrying you. Then we do all the work for you as part of our 7 step financial planning process to help you secure, protect or fix your financial need.

This is the process we go through to help you:


Our services

We can help you with the below areas, we can also arrange the below products and services. You can choose to receive advice addressing any of these aspects, you can choose the timing of these services, whether it be all at once or over an extended time. We will work with you to identify the level of advice and services appropriate to you in order to meet your financial goals.

We can provide advice on:

  • Personal superannuation
  • Employer superannuation
  • Investments and savings plans
  • Investment portfolio construction
  • Strategic asset allocation
  • Retirement planning
  • Budget and cashflow planning
  • Debt management
  • Centrelink and other government benefits
  • Salary packaging Insurance (life cover, disability, income protection and trauma)
  • Deposit and payment products 
  • We also offer ongoing advice and services, including regular portfolio reviews.

Implementing products and services...

  • Superannuation, including retirement savings accounts
  • Self managed superannuation funds (SMSF)
  • Managed investments
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • Retirement income streams, including pensions and annuities
  • Insurance (life cover, disability, income protection and trauma)
  • Life investment products including whole of life, endowment and bonds
  • First home saver accounts

Who We Use

We use all the Highly Rated product providers so that we can provide advice that suits your needs best.