About Us

Vision:

Our vision is to build a successful long term and valuable partnership with you to assist you in reaching your financial and lifestyle goals. We are dedicated to helping you protect and grow your assets and to attain financial independence.

We are honest, upfront and open with you at all times and we will honour our commitments to you, absolutely.

Purpose:

The purpose of our business is to help you organise your financial affairs. National Financial Planners Pty Ltd provides financial strategies that build, protect and provide wealth for your desired lifestyle.
Planning to survive?
Planning to succeed?

Today more than ever, those wanting future financial security and more importantly independence, need to have a financial plan in place. Without the time or professional support to formulate an achievable plan, many of us fail to make the best use of financial resources at hand.

CONVENIENCE AND PEACE OF MIND

National Financial Planners Pty Ltd has the resources and experience necessary to put together a customised plan to suit your current circumstances and help achieve your desired future lifestyle.

The decisions you make about your financial future need to be in the hands of someone you can trust and someone who has been around for a long time.

We provide professional advice and guidance in the following areas:

We will work closely with you to design financial strategies that specifically address and focus on your identified objectives.

Wealth Creation:

  • Investment Planning
  • Asset Allocation, Shares, Property, Fixed Interests, Cash
  • Personal and Corporate Superannuation
  • Retirement Income Planning
  • Estate Planning and Effective Wealth Transfer
  • Structuring of Investments

Risk Management:

  • Adequate Protection of Family and Business Assets
  • Cost Effective
  • Tax Effective
  • Life Insurance and Income Protection
  • Trauma Insurance

Debt Reduction:

  • Elimination of Personal Debts
  • Cost-effective Financing

How we ensure that you achieve your goals:

  • Meet and identify your current position and existing arrangements
  • Complete a detailed client profile and financial review
  • Understand what you want to achieve and when, including your specific personal and professional goals and objectives
  • Design for you the most effective strategy, detailed to you in a report outlining our specific recommendations involving the adjustments needed to your present course
  • Implement your wishes
  • Monitor your progress and report regularly so we can constantly focus on your goals and objectives
  • Work with your solicitor, accountant or stockbroker. Our aim is not to replace them.

What you will receive from us:

  • You are assured of reliable and professional advice
  • Honesty, integrity and confidentiality in our business relationship
  • Our advice will always be sound, objective and in your best interests
  • We will recommend investments and strategies that are tailor-made for your requirements
  • We will provide our recommendations in writing, in simple easy to understand terms.
  • Regular communications, updates and reviews of your portfolio
  • Introduce new concepts and ideas as they evolve, relevant to your business and personal situations