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.

What differentiates us?

Fully Integrated Service

Your investment strategies are fully integrated with your overall strategic planning.

Client First Principle

Our service is designed around our Client First principle. At all times we consider our client’s needs first in everything we do. We look through your eyes when providing the advice and solutions that are right for you.

You Retain Control

You stay in control at all times, only you can access your cash and all of your investments are in your name. We help you manage your affairs.

Fair Fee for Service

Our fees are based on a ‘Fair Fee for Service’ principle.

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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.

We are members of
wealth personal superannuation and pension fund

What our clients say

I have been with Ross and the team for many years and have always appreciated the wide ranging and personalised service they provide. I trust their judgement and that they always act in my best interests.

Jenny Business Owner

I wish to thank you and all of your staff for the great service you’ve given me for over 10 years. I’ve seen how your clever strategies and your well-trained staff in each department come together to always put out a great result for me – even under time pressure and in tough times. It’s not just that you’re the best at what you do, but also that your planning and recommendations always work out well for me, because you know how to actively listen and communicate – you understand me. This isn’t only with me, but I have seen it too within your own departments and external companies you deal with on my behalf.

Dennis Entrepreneur

My wife and I selected Financial Professionals to develop and manage a strategy for my SMSF at the beginning of 2002. Since that time the team headed by Ross have earned my greatest respect for their professionalism, friendship and empathy towards our financial needs whilst considering our personal and family requirements.

Ivan Retiree

Financial Professionals really helped me transition to retirement in a very insightful and caring manner. They take care of my affairs so we can enjoy our new life.

Margaret Retiree
Years Operating
Combined Years of Experience
Global Coverage

Our services

Financial Advice

The right kind of financial advice can really make a big difference to your future. Financial advice can give you the confidence that your plans are achievable, or if you’re not on track to achieve your goals, it can help you put the right strategies in place to achieve the success you desire.

Wealth Management

To achieve financial success and peace of mind you need an investment plan that is tailored to your own personal circumstances and objectives. Investment Professionals use a ‘hands-on’ approach to select and manage your portfolio. We recommend the highest quality and appropriate blend of investments to create future wealth.

Tax & Accounting

Our accounting and tax are dedicated to giving sound advice and keeping you fully compliant. By integrating your taxation and accounting needs with your strategic advice and wealth management it saves you time and money and ensures that the strategies you agree upon are correctly reflected.

What we offer

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Supported by Industry Professionals

Backed by a Market Leader

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.

Take control of your financial future