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Financial Planning

Planning today can give you peace of mind for the future

Our financial planning experts can help you establish money goals and keep you on the right track to make sure you achieve them. Our financial planning strategies are proven to get results. No matter how old you are, strong financial planning will help you recognise your dreams and give you confidence that your financial plans are within your reach.

Time to understand your needs

Your finances are as unique as you are. Our financial advisers take time to assess your financial circumstances and listen to what you hope to achieve before putting a plan in place.

Tailored solutions achieve your goals

Once our experienced financial advisers understand who you are and your financial goals, they’ll put the right plan in place to take you where you want to go.

Our customised planning services can help you to achieve your desired financial future

Think of our financial advisers as coaches for your money, with the knowledge and experience it needs to achieve its potential. Just like when athletes train for sporting events, clear planning, consistent effort, and the guidance and encouragement of a trusted professional is required for strong performance.

  • We get to know you to ensure our financial plans suit your circumstances, lifestyle, and aspirations

  • We’ll apply our expert knowledge to create your personalised financial plan

  • Regular reviews help you stay on track and continue to get the best financial results

Our financial planners are waiting to talk to you!

If you’re ready to take the first step towards achieving your financial goals, we’d love to hear from you. Click the contact us button to schedule a meeting with our financial experts.

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Chase Edwards Financial Planning Pty Ltd ABN: 64 169 610 824 is a Corporate Authorised Representative 458 350
of First Mutual Australia Pty Ltd, Australian Financial Services Licence 423710
The information is general in nature and may not be relevant to your individual circumstances.
You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice.
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