One of the most common questions we get asked about Financial Planning is simply, "what is it ?" Financial planning is all about developing a strategy to help you to manage your financial affairs and to meet your financial goals.

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.
We have a number of services that we provide to help you achieve your goals. These include:

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