Financial Planning
ABN: 40 140 805 410
“A goal without a plan is just a dream”
“After all you are here to make a life, not a living"
At Thane Financial Planning we believe that Financial Planning should be available to everyone, no matter their financial situation, therefore we provide this service at no cost to you.
It is our mission to provide everyday people with extraordinary advice at an affordable price, we pride ourselves on the ongoing relationships that we maintain with our clients and continual support to achieve their goals and work towards a financially sustainable future.
At Thane Financial Planning our first job is to listen, we want to find out as much as possible about your financial situation, we want to know where you are now, what are you good at and where do you think that you can improve, most importantly we need to know your dreams and aspirations, helping you achieve your dreams are our goals.
Once we have a good understanding of your current situation and your future goals then we are now able to create a personalised strategic plan which will help set you on the right journey to achieving your financial dreams.
Like any journey, it is important to make sure year after year that you are on the right course. Continually reviewing your situation provides you with the confidence that you are on your way to achieving your goals or allows for you to make any changes along the way, after all, we know life may not always go to plan.
Our Specialties
FAQ's
How much do you charge for an initial consultation?
Your first consultation is generally free of charge however it is best to call through for an appointment to gauge what the overall cost would be. We generally find we are cost-effective in comparison given our company has an economy of scale.
Do you handle retirement planning?
Yes we do, we specialise in superannuation management for all ages
Can we do SMSF advice?
We can do SMSF advice however we like to work with your accountant before we advise on any investment and the investment has to be of a standard range e.g. shares, property, bonds, ETF’s, managed funds. We don’t advice on collectable and other unusual investments