Financial Planning

You’ve work hard, we know you have.  So it only makes sense that your hard earned money is directed at achieving your financial and lifestyle goals.

Our experienced financial advisers offer professional solutions for your investment, savings and risk management needs, regardless of your age or financial position.

The first appointment with our financial advisor is free. During this session our planner will find out what your financial objectives are, and what type of advice you’ll need. But it doesn’t stop there; long after your initial plan is created we can help you keep it relevant to the economic climate and your changing lifestyle or goals.

What’s in it for you?

Our Financial Advisers can help you in many ways.  Here’s a few.

Steps to financial planning

How we work with you to plan your finances in a few easy steps.

Free information booklets

Download free booklets from the Financial Planning Association of Australia. 

About My Adviser

We are representatives of Licensee My Adviser Ltd. Find out more.

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Important note:

My Adviser Pty Ltd is the responsible entity for financial planning advice. The Capricornian Ltd (AFSL 246780.  ABN 54087650940) refers members to an Authorised Representative of My Adviser Pty Ltd (AFSL 238307.  ABN 80065370354).  My Adviser is a Financial Planning Association Principal Member.

For further information contact us on 1300 314 900 or visit your local branch.