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Holistic Financial Planning

Helping our clients achieve their goals for over 27 years

What we do

Holistic Financial Planning specialises in providing retirement and investment advice to our clients.
Our primary goal is to assist you to take control of your financial situation and build clarity to navigate your way through those big life changes. We take the time to get to know you and build a tailored strategic plan, giving you the confidence and ability to achieve your goals.

How can we help you

There are many areas of advice that we can assist you with. These include:

 - Superannuation Advice

 - Retirement Planning

- Retirement Management

 - Cashflow and Budgeting

 - Personal Insurance

 - Debt Management

 - Wealth Creation

 - Estate Planning

 - Centrelink Assistance

Regular Blogs

Want to keep up to date with information and read our weekly blogs?

We like to keep clients up to date with regular posts via our Facebook page.

We encourage you to click on the Link below, like our page, and enjoy the read.

Why does someone need a financial planner?

We are with you through your journey of life to educate you, guide you through those big life changes, keep you on track and updated, as you move throughout the different stages of life. With a focus on wealth creation, overlapping this with tailored strategic financial planning advice, helping you achieve your goals and what we are all seeking, financial security. 

We help you work out the answers to those hard questions. What will your life look like in 10, 20 or 30 years time? How many of you know when you will be able to securely retire, and how do you plan for this? Are your funds appropriately invested? Is your super fund right for you?

We can answer these, along with many more questions you may have.

If you need help figuring out your future, or managing your current situation,

contact us on 1300 209 422. We would be so excited to help.

Contact Us

153-165 Henley Beach Road, Mile End

1300 209 422

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Testimonials from Our Clients

Having Cathy as my financial planner is peace of mind, and I'm lucky enough to have had peace of mind now for a long time. 
Knowing Cathy's absolute integrity, and experiencing her calm, positive and professional guidance, I am confident I'm getting outstanding financial advice in a world that is volatile and uncertain to say the least.

Frances. K.

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