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Services / Financial Planning

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we'll protect you from the unknown hurdles that come up with both business and life

Whether you are a business owner or a professional, your life is busy and your personal finances will often take a back seat. By engaging a financial adviser you can have a plan for your personal finances and make sure that this doesn’t slip through the cracks. It will not only help you hit your lifestyle goals now but also for the future. A planner can help you separate your personal wealth from the business where possible and set up strategies to protect you from the unknown hurdles that come up in both business and life. 

Financial planning is not just about investments

It is about setting goals that will help you achieve financial stability to allow you to live the lifestyle you choose. This can be achieved through a focus on short and long-term wealth accumulation, family office support, debt management, retirement planning and wealth protection. 
 
Whatever stage of your financial life cycle you’re at, businessDEPOT will match you to a trusted adviser that meets your needs.

our financial planning services

Sydney

Brisbane

Sydney

The Sydney Financial Planning team will help you put your financial life on autopilot to give you time back to focus on other things.

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Brisbane

Our Brisbane Financial Planning team can provide strategic advice around all things super including Self-Managed Superannuation Funds.

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frequently asked questions

What is financial planning?

Financial planning is the process of creating a comprehensive plan to manage your financial resources effectively, with the aim of achieving your short-term and long-term financial goals. It involves assessing your current financial situation, setting goals, creating a budget, saving and investing, managing debt and planning for taxes, retirement and estate.

Why is financial planning important?

Financial planning is essential because it helps you make informed decisions about your finances, allowing you to achieve your financial goals, build wealth and secure your future. It also helps you prepare for unexpected events and emergencies by creating an emergency fund and obtaining appropriate insurance coverage.

When should I start financial planning?

It’s never too early to start financial planning! The sooner you begin, the more time you have to save, invest and grow your wealth, which ultimately leads to a more financially secure future.

What are some common financial goals?

Common financial goals include building an emergency fund, paying off debt, buying a home, saving for education, starting a business and planning for retirement. Your financial goals will depend on your personal circumstances, priorities and aspirations.

What is the difference between financial planning and investment planning?

Financial planning is a broader concept that covers all aspects of managing your finances, while investment planning focuses specifically on growing your wealth through different investment vehicles, such as shares, and managed funds.

How often should I review my financial plan?

It’s a good idea to review your financial plan at least once a year or whenever there is a significant change in your financial situation, such as a job change, marriage, or the birth of a child. Regular reviews help you stay on track and make necessary adjustments to achieve your financial goals.