Financial Planet

A Life Centred Approach

to Financial Planning.

We are all different and we all have our own goals and priorities in life. Every individual’s financial journey is unique. That’s why Financial Planet takes a Life Centred approach to Financial Planning. We believe that an effective financial plan needs to be informed by an accurate Life Plan. By taking the steps to understand a client’s life goals, we can now create a plan that will work to achieve those goals. By removing the selling of financial products from our approach, we provide truly unbiased recommendations to clients who are prepared to take control of their financial wellbeing.

What does your future look like?

Lifestyle Planning

We look at your past, present, and future

Our job is to get to know you and understand your values, and what really matters to you, by looking at your past, present and future. We’re here to help you make great decisions. Financial Planet planners provide real advice — the kind that won’t sacrifice accuracy and attention to detail.

Uncompromising planning

We’ll take in the “hard stuff”; and come back to you with practical recommendations and a Financial Plan that is based on your specific life goals. We’re a Fee only company. This means you will save money. After all, that’s the idea, isn’t it?

The New Era

Traditional Financial planners receive commissions based on Assets Under Management. That means the more you have invested, the more your advisor earns, regardless of whether they are providing more value to your investments. With Financial Planet, you’ll pay a set fee, receive valuable advice, and move toward the life you’ve always dreamt of creating.

Ready to get started?

Let’s make sure your first $1 invested gives you the biggest bang for your buck at retirement.

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