WHO ARE WE?

Financial Professionals is a boutique financial planning and investment management group, offering a fully integrated and holistic approach to reaching your financial goals. Our services are tailored to suit your specific needs.

Whether you are just starting to build upon savings or are on the verge of retirement, Financial Professionals strives to provide the best solutions to achieve your future personal and financial success. We work with you to clarify your immediate needs, short to long term goals and the lifestyle you desire, based off this in-depth insight, we create a comprehensive plan that integrates all aspects of wealth management, including superannuation, insurance, estate planning, tax-effective structuring, investment strategies and retirement planning.

We are not affiliated with any financial institution and are therefore free from conflict of interest with third parties. We offer a complete range of services that can be tailored to your financial position and a full selection of investment options.

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About Us

Financial Professionals is a leading boutique financial planning group offering a fully integrated approach to reaching your financial goals. For nearly two decades Financial Professionals has provided a superior Wealth Creation service through first class advice and management to clients locally, interstate and overseas. Our advice, strategies and service are tailored to suit your specific needs. Our clients are focused, goal driven people who benefit working with us as we compliment their ideas with sound and proven strategies. We develop a long-term and trusted working relationship as a confidante representing your best interests.

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We are members of
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Learn more

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Organisations we & our client's support

Our journey in helping other commenced in 2010 when we took our team to Laos on a ‘Friendship Tour’ to put the GFC into perspective and achieve something positive out of the experience. Since then we continue to support a village in Sanakham an orphanage in Luang Prahban and have provided over 150 Prosthetic limbs to those in need. Through the generous donation of our clients, we also support many Australian foundations in the amazing work they do.

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