Financial planning is not just for retirees, or those planning to retire, but for every stage of life. Whether you are starting a family, running a business, need to protect your income, have some funds to invest or simply want some financial direction, then we’re here to help.
- Investment advice
- Self-Managed Super Funds (SMSF)
- Retirement planning
- Estate planning
- Income protection
- Life insurance
- Disability and critical illness insurance
Our financial planning and accounting team work in partnership with one another to put your interests first. We're all under the one roof, working together for your benefit. We're completely focused, and committed, in partnering with you to help you achieve your goals.
We also have a fantastic group of trusted referral partners to assist in areas such as legal advice, real estate, conveyancing and lending.
Stephen Gianni and Griffin O’Dea Bowler Financial Planning are authorised representatives of Lonsdale Financial Group Ltd
ABN 76 006 637 225 | AFSL 246934