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About us

Experience counts

Structured Financial Planning is a boutique financial planning business that has been providing high quality advice for over 17 years.

The business is family owned, not under the influence of any bank or insurance company.

Our financial planning business operates on a fee for service model with advice tailored to meet your financial goals.  We also join with referring accounting practitioners who entrust their clients to our care. 

The value in our relationship is experience, understanding and the expertise to provide a solution.

Financial Planning

A good financial plan will guide you through all of the different stages of life. It should open your eyes to new concepts and ideas, give you confidence that you are able to achieve your goals, and comfort you that should the worst occur, your family is not going to suffer financially.

Financial planning is not about ‘having or investing money’. For many, it is about a strategy to get to a point where you have surplus money in the first place. For others, it is about looking at ideas to maximise the surplus you have, or perhaps how to make what you have last through your retirement.

We have specialist qualifications in Estate Planning, Share Trading, Mortgages and Self-Managed Superannuation for those that require it, but the most important thing we can offer is simply advice.

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