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Trust us to guide you through the complex world of financial planning, where our dedication, expertise and integrity will help pave your path to a secure and fulfilling future.
Let’s Build Your Financial Future
We are proud to be a referral-built business, based on lasting client relationships. Good financial advice is more than just numbers, it's about trust. We help you build a future where you have the freedom to do the things you want, when you want. At My Plan Financial, we understand the importance of financial freedom and strive to achieve this goal for every individual we guide. No matter your starting point, our financial advice is tailored to help you create, grow, and protect your wealth, readying you for life’s unpredictable financial twists and turns.
Trusted financial planning & advice to help you live your best life
meet the team
Peter founded My Plan Financial in February 2013 to help people overcome the obstacles that often get in the way of making progress with their financial goals. By focussing on building an ethical business, where our clients' interest is truly our focus, My Plan Financial has grown entirely by customer referrals.
Your Future in Safe Hands
Meet our founder, peter walsh
Rhys and Louise on setting up the family trust
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Barry and Jannette on finding a financial planner they finally trust
VIDEO TESTIMONIAL
Real Client Experiences from a Business Based on Trust
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- Wealth Management
- Investment Advice
- Retirement Planning
- Superannuation Advice
- Estate Planning
- Tax Planning
- Debt Management
- Insurance Planning
- Cash Flow Management
- Financial Education
- SMSF Advice
Services
how we can help
Navigate the complexities of aged care with our specialized advice. We help you understand funding options, accommodation bonds, and strategies for optimizing finances while addressing aged care needs.
Aged Care Advice
speciality service
From the day you start work to the day you retire, superannuation contributions form the basis of a great financial plan. The favourable tax concessions on contributions and investment earnings make it an attractive structure for growing your wealth.
SMSF Advice
speciality service
Frequent questions we help answer:
- What are the best investment options for my financial goals?
- Am I saving enough for retirement?
- Do I have enough life insurance coverage?
- How can I minimize my tax liability?
- How can I pay off my debt more efficiently?
Ready to build your financial future?
schedule a consult
Book your free 20 minute discussion with one of our qualified Financial Advisors and start the journey to financial freedom.