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Why us

We get to know you

We provide comprehensive proactive advice tailored to your specific needs and circumstances, putting you in control of what is important to you.

Our business has been built on the strength of our relationships with existing clients, and with our accounting partners.

Let’s begin the relationship with some no-strings advice. There isn’t much we haven’t seen in financial planning over the past 20 years. We believe a great financial services provider outstrips a good one by offering the qualities listed opposite. When deciding who to trust with the care of your financial life, we recommend you take these factors into account.

 

Structured Financial Planning and its advisers are authorised representatives of Fortnum Private Wealth Pty Ltd
AFSL Number 357306
ABN 54 139 889 535

Certified Financial Planner accreditation

Certified Financial PlannerTM accreditation – the Financial Planning Association’s highest designation.

Consistency

We don’t pass clients from one adviser to another. You have the same adviser every time you front up to a meeting or make a call on the phone. We get to know you.

Putting your interests first

Structured Financial Planning is not owned or controlled by a bank or insurance company, giving us the freedom to focus on providing highly-qualified attentive advice.

Knowledge

We have specialist qualifications in Finance Broking, Self-Managed Superannuation, Estate Planning, and Share Trading built up over 17 years in the industry.

Trust

We have built relationships with a number of accountants, and business advisers over the past 17 years who trust us as their financial services provider of choice.

Experience

20 years in the financial services industry has provided us with plenty of experience, and insight. We employ the same strategies in our personal life as we recommend to clients.

Objectivity

As a family owned, fee based financial planning business, we can offer you meaningful one-on-one advice not beholden to a bank, or a larger institution and its products.

ACHIEVING WHAT IS
IMPORTANT TO YOU