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Would you like to speak to one of our financial advisers over the phone? Just submit your details.
Our financial advisers will take you through a six-step process.
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
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.
"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!
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.
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.
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.