Financial planning services

Everyone’s different. Whether you’re ready for long-term financial advice on a regular basis, or would like some quick help with specific topics first, we have a service that’s right for you.
 

Getting started in planning for a better life is as simple as coming in to see us at a time that’s convenient for you. A Commonwealth Financial Planner can draw up a personalised plan based on your goals for the future.
 

It’s your financial plan, so you’re in control. You decide if and when to come back to see us. Depending on your individual goals, it may be worthwhile making an appointment every year, but this is something we can discuss during your complimentary initial consultation.
 

Life is full of changes so it’s wise to review your financial plan at least once a year. Our Ongoing Service Program offers you priority access to your financial planner and ongoing support and contact, so that any adjustments in your goals and priorities can be made.
 

We know how important it is to achieve your dreams, and that’s why we believe a hands-on approach is the most effective way to get there.

 

• Important information
  The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.