Financial planning

with simplicity clarity confidence comfort

A clear and structured view of your financial goals no matter what stage of life you’re living.

Who we are

Whether you’re an investor, accumulator or transitioning to retirement, we create a tailored investment strategy drawing together a myriad of options to simplify your life, clarify your future and provide financial comfort.

We custom design our strategies based on your goals, needs and lifestyle preferences.

As our client, you are our partner which is why we help you navigate every aspect of your investment future to accomplish your specific goals.

How we help

We find flexible investment options to match your requirements and lifestyle goals. If you have a little extra to put away, together we will develop an investment strategy specific to your unique requirements whilst minimizing tax along the way.

Retirement creeps up on us all! You’ve worked hard for your assets and you’re in that transitional phase. We help you clarify what retirement looks like and the right strategy to ensure a comfortable lifestyle.

Whether coping with a new business venture, starting a family, taking on a mortgage, being self-employed, or having adequate cover - Ask us about a personal or business insurance review.

Ensure your legacy lives on. Our advisers can assist with nominated beneficiary arrangements through super and our estate planning partnerships can ensure that all you’ve worked for is given to those you care about. We help minimise tax, create wills, establish binding nomination agreements.

Connecting the dots through ethical, expert, tailored advice. Connecting the dots through expert, tailored advice. Connecting the dots through expert, tailored advice. Connecting the dots through expert, tailored advice.

Financial planning you can trust

At Constellation Financial Planning, our Advisers put your financial life in order by creating a pathway to financial freedom. We monitor your investments to ensure that your money is working towards your goals without you needing to stress.

Think of us as financial mentors and partners as we educate and help with decisions, and ultimately keep you on track to achieve the milestones that YOU set. We are aligned with YOUR aspirations and financial well-being.

our solution

We bring your goals to life by combining years of experience and a client-first attitude.

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Learn from our free resources

Still have questions but not yet ready for a consultation? Check out these free resources to help consolidate your thoughts.

Meet some of our happy clients

I was happy with how the changing of my super fund was handled and the information I received. All the staff members at Constellation Financial Planning provided a very good service, quick reply to emails and phone calls.

Garrett has been really inviting and patient with me about all the financial help I am receiving. I don't know much about this side of life but he has been very patient and extremely helpful and understanding in allowing me to gain a bit more knowledge about what he is doing with my money and guiding me in the right directions with insurances, investing and general advice for business and life with money.

Steve is a confident and knowledgeable financial adviser. He is approachable and amicable and makes sure he explains all facets of financial planning for retirement clearly. He is polite, prompt and open to questions and is always very clear and ready to reply. Steve is a really lovely, professional bloke.

I found Garrett to be extremely knowledgeable in all the areas I had concerns with. He was able to show that my retirement could be healthy and how to attain it. Would thoroughly recommend his services to anyone at any stage in life.

Steve is extremely knowledgeable. He is patient and clear when explaining complicated issues. He always makes time to see us in person, should we have any questions.

I've dealt with Garrett for a number of years, and he has been an exceptional adviser for me. Very knowledgeable about superannuation, tax benefits and property investment. Garrett is very responsive and is available any time of the day to assist with anything I might have. I highly recommend Garrett and Constellation Financial Planning.

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Constellation Financial Planning unravels the investment landscape and provides a clear view of the options needed to ensure your financial freedom.