Looking for Expert Financial Advice? 

Fill in your details for a FREE Wealth Review with our Expert Financial Advisers.

TAKE CONTROL OF YOUR WEALTH TODAY!

We have the knowledge and experience to help you to:

Set your financial goals

Review your current financial situation

Plan your pathway to retirement

Devise a wealth strategy

Budget and manage your cash flow

Offer a protection plan to minimise risk

FAQ's

What is Financial Planning?


Financial planning is about managing and growing your money as a way of securing your future financial security. Financial planning involves your super investment and cash flow and how these will assist in meeting your financial and retirement goals.




What does a Financial Adviser Do?


A Financial Adviser is a finance planning and wealth advice expert. They have the knowledge and experience to help you to:

  • Set your financial goals
  • Devise a wealth accumulation strategy
  • Maximise your cash flow




What Life Events need Financial Planning?


During your lifetime, financial needs will frequently change to accommodate life goals. An expert financial adviser can assist and guide you to make appropriate decisions that align with your goals.

Here are some life events that may require financial planning:

  1. You are starting a new career opportunity

  2. You get a promotion

  3. You are getting married

  4. You wish to purchase a home

  5. You are expecting a child

  6. You got an inheritance

  7. You wish to purchase an investment property

  8. You are retiring

An on-going relationship with a financial adviser is critical to achieving your life goals.




What do I get in my FREE Wealth Review?


A free wealth review includes a face to face consultation with one of our Sirius Financial Advisers to discuss your:

  • Financial goals
  • Current financial situation
  • Retirement goals
  • Wealth accumulation opportunities
  • Budget and cash flow
  • Exposure to risk




What is the difference between a Financial Adviser and a Financial Planner?


There is no difference. They do the same work, plan and advise clients on their finances and future security.





Sirius Financial Management Pty Ltd ABN 77 147 966 505 (C.A.R 400746) and its advisers are members of and Authorised Representatives of Sirius Financial Advisers ABN 30 153 247 477 AFSL 415314