Services
Our Professional Offerings
Our goal is to ensure that you can achieve your financial lifestyle aspirations whether it be planning for or in your retirement, saving to purchase your first home, protecting your family and assets or simply making a new start.
Retirement
Planning
Providing tailored retirement planning strategies to help you enjoy a comfortable and fulfilling retirement.
Investment & Wealth Creation
Boost your wealth with savvy investment strategies for a prosperous future.
Life Insurance & income Protection
Find confidence in your future with expertly tailored Life Insurance and Income Protection plans.
Mortgage
Broking
Combining local know-how with extensive financial expertise, providing you with strategic mortgage options.
Small Business
Advice
Empower your small business journey with Beaches Financial Planners, offering bespoke financial strategies.
Aged Care
Advice
Navigate the complex array of Aged Care options to best benefit you and your family.
The Beaches Financial Experience
At Beaches Financial Planners, meeting your needs, goals and dreams are the core aim of our business. There are 4 key parts to the service we provide:
Meet and understand your goals
During our initial meeting, which can be either face to face in our purpose built office in Manly Vale or via video conferencing anywhere in Australia, we spend time to listen to you to understand your goals and objectives and to elaborate on what is really important to you. We then clarify your assets, liabilities, income and expenses to provide the foundations on which to develop strategies that will best help you to achieve your goals.
Analysis, Research, Financial Plan
Once we have a clear understanding of where you want to be we conduct our analysis, drawing on the considerable research and technical resources available to us. We then prepare a Statement of Advice keeping your best interests at heart. We then present this Statement Of Advice to you in a clear and concise manner, demystifying the jargon, and ensuring it is in a language that you can understand.
Implementation of your Strategy
Once your final strategy is agreed upon and you are satisfied with our recommendations we’ll commence implementing the strategies within your Statement of Advice. Once implemented we’ll also monitor the recommended strategies to ensure they remain of a high quality and continue to meet your ongoing needs and objectives.
Review and Ongoing Service
We like to see our clients on a regular basis and our door is always open. We keep you informed of unforeseen legislative changes, along with changes to both domestic and international share markets. We then adapt your strategies to take advantage of these changes along with aligning your strategies to any changes within your personal circumstances. With regular communication, we’ll keep you up to date with how you’re progressing and give you peace of mind, in knowing that an expert is always there to help.
Our Client Testimonials
get in touch
Feel free to reach out and start your journey towards financial empowerment. Whether you have a question, need guidance, or are ready to craft your unique financial plan, we're here for you. Contact us today and let's make your financial goals a reality, together.