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How a financial planner can help

You may be planning a wedding, expecting your first (or third) child, looking to invest or perhaps you just want to put a little extra aside to travel.  At this time in life, many couples and families start to take stock of their finances.

A Commonwealth Financial Planner can help if you’re thinking about:

  • Reducing and managing debt, or paying extra off your mortgage
  • Combining finances with your partner
  • Strategies to grow your super and investments
  • Tax-effective strategies to help you save
  • Creating a plan to support your children or family financially
  • Protecting your loved ones and assets.

You might be surprised at how making a few changes now can make a big difference long term.  A Commonwealth Financial Planner will work with you to identify your goals and create a plan tailored for your individual situation. As your life and circumstances change, they can help you to adapt your plan and ensure it’s still working hard for you.

Your initial, no-obligation consultation with a Commonwealth Financial Planner is complimentary.

 Watch our video to learn more about how financial planning can help couples and families.

 From what to expect and how to prepare, learn all about the financial planning process.

 Learn about financial planning for younger investors, established investors, pre-retirees and retirees.


Looking for help with something else?

Buy your next home

We can help you buy your dream home or an investment property.

Discover now

Going on holiday?

Make your next trip memorable for all the right reasons.

Discover now

Growing your super

Tips on how to get more out of your superannuation.

Discover now

Protect your family

Learn how you can prepare your family for the unexpected.

Discover now

Talk to us

Call us on 1800 138 713

(Monday to Friday, 8.30am to 5.30pm AEST)

Things to know before you Can:
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 the Commonwealth Bank of Australia ABN 48 123 123 124.