About Us

Holistic Financial Planning are licensed through Matrix Planning Solutions Ltd, an Australian Financial Services Licensee. Our organization has been operating since 1995. Our goal is to act in the client's best interest at all times to make sure you are comfortable with us as your advisers as it is as much about advice as it is with forming a trusting relationship with your adviser.

Planning your financial future is all about CHOICE: about choosing not to work forever; about starting the biggest holiday of your life with enough money to turn your dreams into reality. To have a retirement you enjoy; not one where you have to make ends meet.

These are powerful choices and they are choices you can make with the help of Holistic Financial Planning. We specialise in holistic financial planning. This process involves detailed consideration of your circumstances, needs and goals and then provides you with a choice of products that suit your situation and will optimise wealth creation.

Shaun Johnson

Shaun Johnson is a Certified Financial Planner and a member of the Financial Planning Association of Australia. Shaun has been in the financial planning industry since 1995 and is a qualified life insurance broker.

CERTIFIED FINANCIAL PLANNER, CFP® and the Mark are international marks representing the highest professional certification that can be awarded to a financial planner. CFP practitioners have completed rigorous study in financial planning, have extensive industry experience and abide by the FPA Code of Ethics and Rules of Professional Conduct.