Financial Planning

I don’t know what I need, but I know I need help

The job of the financial planner is to gather the facts about you and your situation, understand your goals and put a plan of action in place to help you achieve them.

Financial planning is often mistakenly considered to be a service available only to the wealthy – the key word here is mistakenly. At Onebrella, we’d love to show you how we can help you, and it doesn’t mean huge out-of-pocket outlays to access high-end advice.

We can assist you with your superannuation, personal insurance, investments and more.

– Will you have enough for retirement?

– Do you want to pay off your home faster?

– Do you need help with a savings plan?

– Do you want to build an investment portfolio?

Just say “when” and our team of professionals will show you how to get started. Our aim is to help you understand that your goals are within reach and the sooner you put plans in place, the more likely you are to achieve them.

How we are paid

There is not one plan that will suit every person and that’s why there is no flat fee to what our advice costs. On average, basic plans require 2-3 hours of work and up to 10 hours for more complex plans.

Financial Services Guide

Click here to download our FSG part 1 and here to download FSG part 2  – Adviser profile.