Professionals & Families


Are you a single professional, working couple or have a family?

Imagine being financially empowered – watching your savings grow, seeing investments flourish and knowing you’re making the most of your tax. As a busy working professional, time is one of your greatest assets, but meeting the high demands of your career and the needs of your family probably leaves you with little time for managing your finances or planning for the future.

At Holistic Financial Planning, we aim to build our strategy around your financial and lifestyle goals and objectives. We will work with you to create a comprehensive strategy to help you build wealth for the future while still being able to enjoy your life along the way.

Working together, we will help you understand the financial implications of your goals and objectives along with your spending decisions. Once these implications are known, we can prioritise, modify or delay any of your lifestyle goals if they were going to have a negative impact on your financial future and your lifestyle. As your adviser, we also believe it is our responsibility to provide you with ongoing financial education. That way you won’t miss out on opportunities to get ahead financially in the future.

Where we can help

Debt Reduction Strategies - We can help you reduce the burden, and increase the efficiency, of your debt.

Personal Risk Planning - To give you peace of mind. We’ll help you protect your family if something unexpected were to happen.

Personal Cash Flow Management - To help you run your personal finances like a successful business does.

Investment Advice - to help you build your wealth, to enable you to have greater lifestyle choices in the future.

Superannuation Advice - to help you maximise the benefits of your superannuation.

Contact our office today to make an appointment to discuss how we can help you plan for your future.