Financial Planning

Connect Financial Planning Services was launched in April 2018 and was born from the same passion behind the “Connect Story” and wanting to provide quality financial advice where the client’s best interests come first.

We take the time to understand you, your current financial position, needs and goals, so that we can provide personalised financial advice, solutions and recommendations tailored to your unique situation. We then meet with you regularly to ensure your financial strategy remains on track to achieve your objectives now and into the future. 

Connect Financial Planning Services is a privately-owned financial advisory and wealth management business. We are an authorised representative of Capstone Financial Planning, a 100% privately-owned national Australian Financial Services Licensee that has no alignment to any bank or financial institution. Through Capstone Financial Planning, we have access to a wide range of insurance and researched investment products. 

When we assess the most appropriate option for your needs and circumstances we do so with no bias towards any particular product provider. When we recommend a product or service to you it’s because we genuinely believe that particular product or service is the most appropriate solution for your specific needs as we understand them to be. 

We are not incentivised to recommend any particular product or service, nor are we compelled to participate in, nor are we motivated by, reaching any sales targets. We will always act in your best interests first and foremost. 

Financial planning is about helping you to make smart decisions about money so you can manage your financial affairs more effectively and reach your life goals sooner.

Meet The Team

Connect Financial Planning Services is a Corporate Authorised Representative (No. 1263442) of Capstone Financial Planning Pty Ltd. 
ABN 24 093 733 969. 
Australian Financial Services Licence No. 223135.