O.S. Financial Planning

Our Commitment to You

O.S. Financial Planning has been guiding individuals in securing their financial future for over two decades. Our mission is to empower you to make informed financial decisions and achieve your financial goals through tailored plans and strategies. We treat every client as an individual, understanding your unique needs and aspirations.

Building Your Financial Roadmap

Our experienced team will work with you to create a comprehensive financial plan that aligns with your individual circumstances and aspirations. We take the time to understand your short-term, medium-term, and long-term goals, as well as what's important to you beyond just numbers.

Our Services

We offer a comprehensive range of services to address your diverse financial needs, including:

Wealth Accumulation

• Strategic financial planning and goal setting
• Investment advice and portfolio construction
• Superannuation guidance and contributions
• Tax planning and wealth protection strategies

Superannuation

• Comprehensive superannuation reviews and strategies
• Maximising your retirement contributions
• Understanding different fund options and investment strategies
• Transition planning for a smooth move into retirement

Retirement Planning

• Retirement goal setting and estimation
• Investment planning for retirement income
• Estate planning and succession strategies
• Downsizing and lifestyle planning

Estate Planning

• Developing a comprehensive estate plan that aligns with your goals
• Understanding and implementing various estate planning tools such as wills and trusts

Business Succession

• Strategies for transferring ownership of your business
• Succession planning for continuity and financial security
• Risk mitigation strategies for business owners

Investment Advice & Education

• Comprehensive analysis of your investment options
• Guidance on various investment strategies and risk management techniques
• Financial education and empowerment to make informed investment decisions

Placement of Investments

• Tailored recommendations for suitable investment options
• Execution of investments in accordance with your financial plan

Our Team

Our team of experienced financial planners and administrators is dedicated to providing you with personalized, responsive service and guidance. We are committed to ongoing communication and working collaboratively with you to achieve your financial goals.