Cherry Tree Financial Planning

At Cherry Tree Financial Planning, we understand the significance of planning for your future and the importance of knowing how and where your money is invested to feel financially secure. Our team, led by Lisa Gavranich, has been working in the financial planning industry for over 25 years, providing tailored advice, strategies, and services to help you maximize your savings and build a retirement nest egg.

Our mission is to help you achieve a secure financial future by providing personalized financial advisory services and solutions. We take a genuine interest in uncovering those things that are really important to you and invest the necessary time to help you reach your financial goals. Our aim is to maximize the wealth potential that your circumstances allow and help you manage your financial affairs more efficiently, so you can look forward to and enjoy a secure, comfortable retirement.

Our Services

We offer a range of services designed to help you achieve your financial goals, including Retirement Planning, Superannuation, Centrelink Assistance, and Responsible Investing. Our team will work with you to develop a personalized financial plan that takes into account your unique needs, goals, and circumstances.

Our Retirement Planning services are designed to help you prepare for a comfortable retirement, ensuring that you have a stable income stream and a financially secure future. We will work with you to develop a customized plan that takes into account your retirement goals, risk tolerance, and investment preferences.

Our Superannuation services are designed to help you make the most of your superannuation benefits, ensuring that you have a secure financial future. We will work with you to develop a personalized superannuation strategy that takes into account your goals, risk tolerance, and investment preferences.

Our Centrelink Assistance services are designed to help you navigate the complexities of Centrelink and ensure that you receive the maximum benefits to which you are entitled. We will work with you to complete the necessary paperwork and liaise with Centrelink on your behalf.

Our Responsible Investing services are designed to help you invest in a way that aligns with your values and goals. We believe that responsible investing is not only good for the planet, but also good for your portfolio. We will work with you to develop a personalized investment strategy that takes into account your values, risk tolerance, and investment goals.

Why Choose Us

At Cherry Tree Financial Planning, we pride ourselves on our personalized approach to financial planning. We understand that every client is unique, and we take the time to listen to your needs, goals, and aspirations. Our team is dedicated to providing tailored advice, recommendations, and financial strategies that are based on a thorough understanding of your unique needs and goals.

We are a privately-owned financial planning business that offers highly personalized financial advisory services and solutions. Our advice, recommendations, and tailored financial strategies are based on what is appropriate for you and your circumstances. We provide transparent, logical, and ethical advice that is designed to help you achieve your financial goals.