Financial Planning

Financial advice is about establishing trusting relationships with our clients.

The more we know about your financial situation, concerns, and aspirations for life, the more we can help.

Depending on your financial goals and needs, we can focus on one particular scope, for example, superannuation-only advice or insurance only advice however most clients choose our premium, comprehensive Family Chief Financial Officer Service.

Financial Advice and Planning areas

  • Superannuation Advice

  • Retirement Planning

  • Defined benefit schemes expert for PSS, CSS, DFRDB and MilitarySuper (20+ years of expertise as Gianna worked for ComSuper)

  • Self Managed Super Fund (SMSF) Advice

  • Wealth through property and shares

  • Business owner advice

  • Family Trusts

  • Personal Insurance and Life Insurance Advice

  • Taxation Strategies

  • Redundancy Advice

  • Estate Planning

  • Business Succession Planning

  • Business Protection Insurance Advice

  • Debt Management

  • Cash Flow Management

  • Inheritance and Estate Beneficiary Guidance

  • Family Law Financial Coach

  • Charitable and philanthropic giving

Your Life Plan

For many clients, especially those with a clear idea of where they want to end up in 10 years and beyond, we start with that end goal in mind and work back from there.  

I can help you and your family: 

  • Build wealth by investing via shares or property; 

  • Conduct financial modelling to help you make key financial decisions; 

  • Harness the tax benefits of superannuation; 

  • Protect your family from the financial impact of serious illness or injury, or the death of you or your partner; 

  • Help get out of debt; 

  • Plan for your retirement; 

  • Tax-effectively to save for your children or grandchildren’s education; and 

  • Plan for business succession.

Our Services

  • Insurance Only Advice

    Personal insurances are life insurance, total and permanent disability cover, trauma and income protection.

    We also provide Business Protection Insurance Advice to business owners. Learn More.

  • Scoped Advice

    Traditional, premium, scoped financial advice with implementation and annual reviews offered via separate engagement as we prefer to work with clients on an ongoing basis. This is great for clients with a particular scope that needs attention such as superannuation advice.

  • Comprehensive, Premium Services

    Our ‘Family Chief Financial Officer Service’ is our most popular service which starts with an initial 12 month engagement. This is perfect for busy, high income individuals and families who value team work, they seek clear action plans for their Life Plan and to build tax effective wealth Learn More.

    The ‘Family Office’ service is for high net wealth individuals and families who are looking for a high-touch service that includes a bill-paying service, philanthropy and family succession planning.

  • Gianna has a wealth of knowledge and able to answer any of our concerns with confidence.

    Dale, Fyshwick, ACT

  • Gianna has been great as our financial planner because she puts our interests first.

    Nikki, Belconnen, ACT

  • Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.

    Gisela, Kambah, ACT

How you’ll feel

Confident and financially organised with peace of mind about your financial future, even if life throws you a curveball.

Schedule a 15 minute complimentary call today