Setting goals
Financial planners help identify and prioritise conflicting financial goals, develop strategies to balance them, and adjust plans as needed to ensure progress towards overall financial objectives.
Strategic Financial Planning
Your legacy lives here
Strategic financial planning is a long-term approach to managing finances that involves setting goals, analyzing financial resources, and developing strategies to achieve those goals over time. It considers various factors such as investments, cash flow, taxes, and risk management.
Strategies
Navigating the complexities of financial planning can be overwhelming and time-consuming. Financial planners offer expertise to simplify and optimize strategies for more effective outcomes, providing peace of mind and a clearer path towards financial goals.
Security
Protect your family's financial future with life insurance. It provides a safety net for ongoing living expenses, medical costs, and eliminates financial hardship during times of sickness and grieving.
Great financial advice allows you to assess, plan and review your wealth position.
It’s what will help you reach your personal goals and life aspirations. Working with a privately-owned financial planning business allows you to explore a range of potential products and services to do the job.
Orion's financial planners provide objective, honest and well-considered advice that’s in your best interest.
We focus on the most important goals to you, such as early retirement, protecting your family, or improving your standard of living and aim to deliver a holistic solution that covers you on a number of financial basis.
Our Accredited Industry Standards
Association of financial advisers (AFA) member
AFA members can guide you in the best practice principles of Australia’s oldest and most active association of practicing financial advisers.
Financial Adviser Standards
Setting the education and training standards and the Code of Ethics for licensed financial advisers in Australia.
Decide who gets your belongings
Setting clear goals is crucial for effective financial planning, and can be likened to a sports coach helping an athlete prepare for a competition. Just as a coach helps an athlete set achievable training milestones, financial goals help individuals focus on their targets.
Specific goals, such as saving a certain amount each month or paying off a particular debt by a specific date, help individuals stay motivated and track their progress towards their ultimate financial objective. Regular financial check-ins also ensure individuals remain on track, similar to how a coach monitors an athlete's progress.
By setting achievable, measurable goals and regularly assessing progress, a Financial Planner can create a plan that leads to long-term financial success.
Still have questions
Get in contact with us and one of our advisors will be more than happy to assist with any questions you may have.
Financial planners play a crucial role in creating a secure financial future by analysing current financial resources, identifying long-term goals, and developing customised strategies to maximise resources while minimising risk. They provide ongoing support by monitoring progress and adjusting plans as needed. With their guidance, clients can reduce financial stress and uncertainty, navigate complex financial decisions, and have peace of mind knowing all options have been thoroughly considered. Overall, financial planners offer a comprehensive approach to financial planning, giving clients confidence and security in their financial future. Contact us today to learn more about how our financial planning services can help you achieve your financial objectives.
Our Financial Planners are a team of experienced and knowledgable professionals with a diverse financial backgrounds, in wealth management, people management and other aspects of finances.
The fee for our service depends on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion and will only proceed to the next steps if we can clearly identify an opportunity to significantly improve your financial position. We aim to deliver outcomes that far outweigh the immediate cost of implementing our advice.
Having a roadmap and a mentor will ultimately reduce costly mistakes and will keep you on track to achieving the things that are important to you. Our financial planners live and breathe the industry so you don’t have to and can spend your time focusing on things that are important to you.
There are a plethora of areas we can help you explore when it comes to your finances. Our job is to identify which areas would be best to service so that your goals and the needs of your finances are met. We can assist with personal insurance, superannuation, estate planning and investment advice, just to name a few.
Collectively, our experienced team are accredited and acknowledged by the industry standards, including but not limited to:
- Advanced Diploma in Financial Services, Financial Planning
- Member of AFA (Association of Financial Advisers)
- Fellow Chartered Financial Practitioner with the AFA (Association of Financial Advisers)
- Graduate Certificate in Financial Planning
