Life Stages

As a general rule, you should consider meeting with a financial adviser when major events occur in your life that may require a review of your financial or personal situation. Depending on the stage of life you are up to, there are many different financial choices, decisions and obstacles that you will face and our expert financial advisers can guide you through these, to help you reach a healthy financial outcome.

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Our Services

Our responsibility to you is to ensure you receive the most appropriate strategic advice and service to meet your needs.

Our financial planning services are centred on seven main areas, being wealth accumulation, cashflow management, financial modelling, retirement planning, risk management and asset protection, investment portfolio construction and aged care advice.

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Our Process

We will take you through a financial planning process that is appropriate to your current situation. Whether you are starting out in your career or enjoying retirement, we can develop a plan to suit your financial goals and lifestyle.

This will result in a practical plan, tailored to your needs and flexible enough to be modified according to your changing circumstances.

Our first meeting is complementary and allows us to get to know you, and you to know us.

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Our Financial Planning team are waiting to help you.
+61 2 8978 3770
Learn more about our Financial Planning team

Latest news

Mark O’Connell wins Adviser of the Year award

  Mark O’Connell, who heads up our Allan Hall Financial Planning team, was named “Consultum Adviser of the Year” at the 2017 annual Consultum National Conference. The award, presented to Mark on Hamilton Island in October 2017 among all his Consultum peers, recognises outstanding Authorised Representatives who have gone the extra mile in providing professional … Continued

Ten things to remember when markets are volatile

From time to time, share markets will inevitably experience bouts of volatility due to a variety of reasons. Before you make any rash moves, consider our top ten key reminders. 1. Volatility is a normal part of long-term investing By having a mind-set that accepts volatility, you can prepare yourselves to remain focused on your … Continued

Retirement is different for everyone

Today, with Australians living longer and healthier lives, the concept of retirement is very different to what it was only one generation ago. Not only that, but for each retiree, retirement is different. When planning your retirement, there are typically four areas that need to be considered. 1. Define your retirement vision Everyone has a … Continued