What is Financial Planning?
Financial planning involves creating and implementing strategies to manage your financial affairs and accomplish your life goals. Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure.
Financial planning ranges from less complicated matters like saving for a holiday, all the way to complex goals such as building an investment portfolio or your retirement planning. A financial planner will take a holistic approach to your finances, taking into account everything from your budget, savings and cash flow, to superannuation, tax and investments. They can also assist with things like debt management and most types of personal insurance, as well as retirement planning.
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We meet with you to learn about your current situation and discover your financial goals.
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We assess your personal needs and develop a plan that aligns with your objectives, outlining what actions will be implemented and costs involved
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Our team work together to identify the best strategies and products to suit your personal needs.
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Presentation Day – We meet with you to present your Statement of Advice (SOA)
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We implement your strategies, products and financial solutions.
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We monitor your strategies and hold an annual review meeting to discuss the progress of your goals.
Advice for the various life-stages
![Nigel Goodrich Nigel Goodrich](https://financialwellbeingsolutions.com.au/wp-content/uploads/2024/04/Nigel-Goodrich.jpg)
Nigel Goodrich
Practice Manager
![Brad Smith_Senior Financial Planner-2 Brad Smith_Senior Financial Planner-2](https://financialwellbeingsolutions.com.au/wp-content/uploads/2024/07/Brad-Smith_Senior-Financial-Planner-2-scaled.jpg)
Brad Smith
Senior Financial Advisor
![Eva Huang Eva Huang](https://financialwellbeingsolutions.com.au/wp-content/uploads/2024/04/Eva-Huang.jpg)
Eva Huang
Client Service Associate
![Stephanie Dalisay Stephanie Dalisay](https://financialwellbeingsolutions.com.au/wp-content/uploads/2024/05/Stephanie-Dalisay.jpg)
Stephanie Dalisay
Client Service Associate
![Jef Asmolo Jef Asmolo](https://financialwellbeingsolutions.com.au/wp-content/uploads/2024/05/Jef-Asmolo.jpg)
Jef Asmolo
Paraplanner
Shirlene
56 – 65 years
Rutherglen, VIC
Brad has been the main reason we are now in our own home again. Brad showed us how to eliminate some bad debt and restructure our superannuation so work better for us which all succeeded in us purchasing a new home getting us out of the rental market. We are two very different excited older couple. Well maybe one of us is nearing retirement! Highly recommend Brad and his financial knowledge
Stephanie
65+ years
Sandhurst, VIC
We have been a client of Brad’s for 5 years when he became our Financial Adviser after the previous adviser from the same company left. Brad has since moved on to become a partner in his new company. We enjoy that our meetings (except during the major part of COVID Pandemic) have been in the comfort of our own home. He has assisted us to achieve our goals and objectives. He has been available at all stages of our relationship, either face to face, on the phone or via electronic means.
Brendon
35-45 years
Traralgon, VIC
Really happy with Brad, Good clear and informed advice with great detail and care taken
Anthia
65+ years
Glen Iris, VIC
I have known Brad professionally for a few years now. During that time he has always proved to be effective and totally efficient. I would gladly recommend his services
Gabrielle
65+ years
Thornbury, VIC
As someone who had not taken care of my finances all my working life, I came to Brad quite distressed and unorganized. He was very patient and took the time to explain all my options and he was able to reassure me and assist me in my retirement planning. I am very happy to recommend Brad to all my friends and collegues. Excellent communication skills and a very caring individual
Gabrielle
65+ years
Thornbury, VIC
As someone who had not taken care of my finances all my working life, I came to Brad quite distressed and unorganized. He was very patient and took the time to explain all my options and he was able to reassure me and assist me in my retirement planning. I am very happy to recommend Brad to all my friends and collegues. Excellent communication skills and a very caring individual
Business & General Insurance
Phone
03 9820 0451
Email
[email protected]
PO Box
PO BOX 7099 MELBOURNE VIC 3004
Residential & Commercial Lending
Phone
03 9820 0451
Email
[email protected]
PO Box
PO BOX 7099 MELBOURNE VIC 3004
Melbourne - City South Office
Level 1, Suite 1, 480 St Kilda Road
Melbourne VIC 3004
Melbourne - Malvern East Office
1826 Malvern Road,
Malvern East VIC 3145
Financial Planning & Life Insurance
Phone
1300 964 734
Email
[email protected]
PO Box
PO BOX 7099 MELBOURNE VIC 3004
Gippsland - Traralgon Office
Level 1, Suite 7, 81-89 Hotham St
Traralgon VIC 3844
Brisbane - Newstead Office
3/247 St Pauls Terrace
Fortitude Valley QLD 4006