Our Services

Narellan Financial Planning provides a wide scope of financial and wealth services to individuals and families in Narellan and its surrounding areas.

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A holistic approach to wealth creation

Financial health can affect every aspect of your life and not assessing every aspect of your life can affect your financial health.

Money is an integral part of our life, every single day. The simple act of redirecting your thoughts to making money work for you will be life-changing.

This is why we consider so much more than your current balances when providing you with personal financial advice.

Financial Planning

Financial planning is the process of developing strategies to assist clients in managing their financial affairs to meet life goals, which involves reviewing all relevant aspects of a client's situation across a large breadth of financial planning activities, including inter-relationships among often conflicting objectives.

At Narellan Financial Planning, we provide personalised, easy to understand, practical financial advice to help you maximise opportunities and stay on track to achieving your goals.

Book a free discovery call with us today to see how we can help you on your financial journey.

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A Holistic Approach to Wealth Creation

Financial health can affect every aspect of your life and not assessing every aspect of your life can affect your financial health.

Money is an integral part of our life, every single day. The simple act of redirecting your thoughts to making money work for you will be life changing.

This is why we consider so much more than your current balances when providing you with personal financial advice.

Superannuation and Retirement Planning

Superannuation is often the largest asset you own outside of the family home. Just like your home, regular maintenance can make a significant difference to its value over the long term.

We are talking about your life savings. We understand how hard you have worked to get to the point of retiring and will ensure you have the right strategies to confidently and comfortably wind-back from paid work or fully retire.

Estate Planning

Your Estate Plan may affect what is going on in your financial plan. For this reason, we will discuss with you things to consider and ensure every aspect of your financial situation compliments your wishes.

Should an enduring power of attorney be appointed, we continue to work with your family to ensure your finances are managed just the way you would want them to be.

Centrelink

Narellan Financial Planning will explain what benefits you may be eligible to receive and ensure you take the right steps to maximise those available to you.

Dealing with Centrelink isn’t always easy but we will be there to ensure things run through as smoothly as possible.

Budgeting and Cashflow

We have introduced the Narellan Financial Planning Wealth Portal to ensure your budgeting and cashflow experience is as simple as it possibly can be.

Taking control of your finances is more than income and expenditure. Narellan Financial Plannings Wealth Portal helps you track your financial goals and achievements, provides live data feeds for properties, motor vehicles, liabilities, superannuation, investments, banking all in one convenient, secure app.

Ethical Investing

Having control of your financial future also means having control over how your funds are invested.

Your portfolio should reflect your best vision for our future and the world you want to create. We will show you how to implement strategies that complement your values.

Thinking of dipping your toes in the share market?

If you have a small amount available to invest and have no other financial planning need, we have teamed up with Six Park to provide you with a solution that will get your investment journey started.

Six Park ensures you have a sound investment strategy that is monitored and rebalanced as the market changes. Providing a cost effective way for you to access professional investment management and ongoing support.

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Financial Services Guide

Working with Narellan Financial Planning gives you access to a comprehensive range of products and services with a tailored financial solution just for you.

Our licence can provide advice, and deal in, the following classes of financial products:

Basic deposit products
Life insurance
Government debentures, stocks and bonds
Managed investment schemes
Retirement Savings Accounts
Securities
Superannuation, and
Standard margin lending.

For more information about the financial products and services we provide, contact us or read our Financial Services Guide.

Guide Part 1

Guide Part 2