FINANCIAL PLANNING SYDNEY
Tailored solutions. For your peace of mind.
HOW CAN WE HELP WITH YOUR FINANCES
Superannuation
Insurance
Investment and wealth Creation
Wherever you are in life, we’re here to help
Getting started
When you’re starting off it’s important to get the basics right. We can tailor a plan to ensure your savings and super are working hard for you, without any unnecessary fees and insurance that’s flexible for whatever the future holds.
You’re moving up but could use some help
Looking to take your finances to the next level? We can develop a strategic plan to help ensure you and your family are positioned for the long-term, we’ll also make sure your properly protected with the right insurance.
You’ve worked hard. Time to relax & enjoy
Whether retired or preparing to retire. Our Advisers will guide you through the complexities of retirement making sure you’re utilising all the tools available to minimise tax and preserve your wealth.
A Word From Our Clients
Kye
Under 35 years old
“Steven looks after many facets of my investments, shares, superannuation and loans. I’ve found Steven extremely knowledgeable and confident in his experience. He is non bias and offers personalised advice and solutions . Steven has saved me thousands of dollars in super and continues to manage and advise on my portfolio of assets. I would highly recommend Steve to anyone looking for financial advise, having a family and business himself he’s extremely personable and warm. “
Katie
35-45 years old
“Steve helped my husband and I with our finances. He reviewed and updated our current Life Insurance, TPD, Income Protection and Super Funds to save us money and make sure our family was adequately protected. We couldn’t be happier with the advice and help we got along the way.”
Dan
35-45 years old
“I got Steven’s number off a work colleague, and gave Steve a call. We discussed Superannuation, life insurance and he advised me about Income protection. Steven was very knowledgeable about all facets of my inquiries. Steve confirmed a meeting and he was out onsite at my work to talk more in depth about what was best suited for me. He explained every scenario and showed me all available options i could have. I was blown away with his advise and i’m very confident with what he has suggested for me and my family. Highly recommended. “
Julia
65+ years old
“Steve gave us advice on SMSF he explained clearly each step of what he was intending to do with our investment. It was a simple process to move from our existing SMSF to our new one. I would recommend him to my family and friends.”
Sharon
56-65 years old
“After a quite a few years of the stress of worrying about whom I could trust to guide and manage my transition to retirement, I was referred to Steve and I am thrilled with his service. Steve, is incredibly personable, competent and his expertise and knowledge in his field is exceptional. Best decision ever.”
Anthony
35-45 years old
“Steven helped me to the understand the importance of my super and understanding my current and future potential financial circumstances. He continually provides feedback and an annual review which continues to provide me with education and understanding of how my money is travelling, Steve is a professional and has a great understanding of the services he provides.”
Heresa
46-55 years old
“We have only known Steve for a short time ,however in that time that we have had dealings with him he has not only saved our family money but placed my husband and I in a better financial position for retirement. I have found Steve to be very professional, knowledgeable and trustworthy and I have recommended Steve to family and friends. Terri (2145)”
Clive
56-65 years old
“I’m happy to confirm that I’ve been using Steven for my advise on Supa and Shares and my preparation for retirement. I find Steven extremely helpful and knowledgeable in all aspects of Financial advise. This coupled with his excellent communication skills and professional approach means I’m 100% happy to highly recommend,Steven, to any other person or organisation in need of sound and effective Financial guidance. I am happy to expand on my dealings with Steven to any prospective future client and can be contacted on 0424 36 19 19. Kind Regards. Clive OConnor – Business Owner I”
Contact Us Today and we can help you get on track
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hello@cfp.com.au
Phone
02 8814 7977
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The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.
Constellation Financial Planning Advisers are representatives of Libertas Financial Planning ABN 27 160 419 134 AFSL 429 718. Constellation is a Corporate Authorised Representative (CAR 1260791) of Libertas Financial Planning.
02 8814 7977
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