Welcome to a secure future

It’s your journey. There is a route to the High Road, be it wealth creation or retirement planning, and Forty Seven Financial Planning is here to navigate you along the way to a financially stable and secure lifestyle. We use our skills, education and experience as a financial planner to formulate effective financial strategies to grow wealth and increase income.

The combination of our technical resources, investment research, IT systems and professional networks helps our clients make informed decisions through expert advice, education and information. We can show you strategies to reduce tax, increase savings and pay off debt. And, by working with preferred suppliers and partners we are able to deliver comprehensive financial product solutions. We too, as financial adviser, are here to make sure our clients avoid costly mistakes and off-ramps that lead to the Low Road.

Types of services offered

• Superannuation
• Retirement planning
• Centrelink/DVA Pensions
• Life Insurances
• Budgeting

• Tax Planning
• Managed investments
• Direct Shares
• Employee share schemes
• UK Pensions
• Gearing

• Transition to retirement
• Redundancy Planning
• Estate Planning