Financial Planning

Financial Planning

Whether it is for retirement planning, investing or wealth growth, considered and qualified Financial Planning is critical to achieve the outcomes you want.

NAFP are Certified Financial Planners.  As such they are authorised to deliver financial advice and like all certified financial advisers, are stringently regulated by the Australian Securities and Investments Commission (ASIC).

We are also members of the Financial Planning Association of Australia (FPA).  The selection criteria for FPA membership is robust and members are chosen for their adherence to the strict code of ethics and professional conduct, which is under regular scrutiny and compliance testing.


Planning Ahead

It is accepted by most authorities now, that for a comfortable retirement lifestyle one would need at least 1 to 1.5 million dollars to see them through retirement.

This can be achieved in many ways of course. Primarily Superannuation, but also through investment plans - whether it be property or other investments.

As Certified Financial Planners, NAFP have extensive experience in planning for the future retirement years. It can involve a complex and strategic mix of instruments to achieve this.

This is also true for other funding, not just retirement. It also applies to business as well as personal investment.

In order to navigate the sometimes choppy waters of investment, it is imperative to have the guidance of a fully qualified and experienced financial planner such as NAFP.

Every client is unique in their circumstances and goals.  As such advisors at NAFP are able to specifically plan and implement a strategy that will achieve the financial outcome that is needed. No two plans are the same in the same way that no two sets of circumstances are the same.

We have often implemented strategies for clients who never thought they were in a position to maximise the returns on the assets or funds available to them and achieve their financial goals.


Life Insurance, Total and Permanent Disability and Income Protection

Protecting the income and financial security that you already have is just as important as investing for future growth.

NAFP are just as committed to ensuring such security and will advise the most appropriate and effective way to protect your income from future, unforeseen circumstances.

Our advisors have countless options available tailored to your individual circumstances and future needs. From Life Insurance, Total and  Permanent Disability and Income ProtectionNAFP will have you covered!


Business Insurance

Whilst no one can anticipate the unexpected, as business owners, we can all take steps to mitigate disaster, should it ever strike. NAFP can offer expert advice in all Business Insurance matters and have a unique insight into the many challenges faced by a broad range of businesses.


Call NAFP now on (03) 9466 7532