Financial Planner Brighton

Investment advice

Using our market-leading investment approach, we structure our portfolios to deliver more reliable returns across many environments.

Financial Advice

Good financial advice is the key to building and protecting your wealth. Start the conversation.

Wealth Protection

Having the right Wealth Protection plan can have a huge impact on your future financial situation.

Retirement Planning

Every person has their own vision of retirement, we help them come true.

Wealth Creation

Creating wealth is easy, if you plan it systematically. We can help you to achieve that.

10 years of experience

We are helping our clients since last 10 years, now its your turn to make money!

We are best financial planners in Brighton

We are an independent company with clients all over Australia. We help our valuable clients create lifetime financial strategies that aim to deliver peace of mind and financial freedom.

At Financial Service for Life, our decisions are based on what is best for our clients. We do not sell any products, but we build solutions for our clients. By getting to understand your needs and goals, we can create a strategic plan to help you achieve them. We view our relationships with our clients as long term and maintain regular contact, reviewing and adapting our advice as our client’s circumstances change.

As a certified firm, we demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. We use this current market knowledge and skill to deliver the highest quality of financial advice to our client.

Our client’s always come first.

Want to find out more about how you can create a better plan for life?

To get you started, book our free one-to-one strategic financial session below or just call us on 0468 699 099 and we’ll take care of the rest.

Book One-to-One FREE Financial Planing Session

Get an One-to-One FREE strategic financial planing session to analyse your financial situation TODAY!

What makes us different?

Our approach to Financial Advise at Preston is based on our client’s needs and is strategically based; that is, we develop solutions to place our clients in their best possible financial and lifestyle position. The selection of products is very much a secondary decision. We will seek out the best value method of achieving your goals and are constantly discussing new products with providers to re-evaluate our decisions.

We determine strategies that are:

Flexible
Inflation protected
Focused on the achievement of all of our client’s goals

Tax effective
Best value
Yield focused