Alex O'Neill
Financial Planner. I'll help you plan your
financial life! Read more It's what you make it So make it good, with
the right solutions! Read more
Wealth Accumulation
Establishing tailored strategies to accumulate wealth through investments inside and outside of your superannuation to assist you in achieving your short, medium, and long-term goals.
Wealth Protection
Your most powerful financial asset is not your home or your car, it is your ability to earn an income. Executing an appropriate wealth protection strategy will provide security to you and your loved ones in the event something unexpected happens.
Wealth Enjoyment
With a plan, you can make a big difference to your retirement outcome. We help you maximise your wealth, so that you can retire with dignity and live out the retirement you deserve.
Leave a Legacy
Ensuring your wills and estate plans are up to date will provide security to the love ones you leave behind.

Read more about how we can help you

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    10 years in the industry

    We have a wide variety of clients in different life stages.
    1300 312 335 Talk To Us

    Our Process

    Our financial advisers will take you through a six-step process.
    1. Discovery meeting
    Identify your unique needs and objectives
    2. Information gathering
    Gather information and fact finding
    3. Identify your financial solution/s
    Identify, research, and develop tailored solutions
    4. Presenting your plan
    Your financial plan, called a Statement of Advice
    5. Implement your plan
    Putting the plan in place
    6. Ongoing review
    Monitoring and progress

    Read more about our process

    Happy Clients

    Tyler Bisgrove
    Alex has provided a comprehensive and holistic approach to financial planning. His enthusiasm, knowledge and dedication is testament to the constant growth of my investment portfolio. Thank you Alex for your time and your wisdom.
    Brad Ferguson
    "I can certainly sleep easier now in the knowledge that should the day ever come then I will be significantly better off than I would have been had I not received Alex’s advice. I would certainly recommend Alex from Plan financial Solutions to my friends, family and colleagues – thankyou Alex 😊"
    Marie France Rose
    I am very grateful for all the care and information Alex has given me with all my investments! I am very happy to be with plan financial solutions! Thank you!
    Brad Foat
    Alex has provided us with insightful and beneficial advice on a number of wealth creation products over the past ~7 years.
    Alex has a friendly, can do, care more approach to the way he works with us and has always exceeded expectations from a service level perspective.
    If you are looking for capable financial planner to help you navigate your financial goals, I would recommend Alex & Plan Financial Solutions.
    Brett Simpson
    Alex sorted all my superannuation out after my last financial planner left me in the lurch and I had no idea what was going on with it as it had been made very complicated. Alex was able to simplify it all for me and was able to address and accommodate me with all the requests I asked for. It is now on track to perform better than it has ever done. Thank you Alex. Brett Simpson.
    Geoffrey Ellison
    Alex helped my wife and I both to consolidate our Super. He did an exhaustive analysis into all the fine details to work out what to keep (such as some insurances) and what to get rid of. He is meticulous and really knows his stuff. Highly recommended for anything to do with Superannuation, and financial advice in general.

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