Secure your path towards financial independence.
Financial Independence Planners (FIP) operate a comprehensive
financial planning practice providing advice to: individuals, families,
small and medium businesses and Self Managed Superannuation Trustees.
The team at FIP pride ourselves on our high level of personalised
service and our friendly and environment that we provide to our valued
clients.
Whilst we offer advice in most aspects of Financial Planning, we specialise in:
- Retirement Planning advice including Self Managed
Superannuation Strategies,
- Wealth Accumulation, Investment and Tax Planning,
- Wealth Protection, Estate Planning and
Insurance,
- Banking, Lending and Debt
Management.
We are able to provide qualified Certified Financial PlannersTM
and Accredited Mortgage Consultants that have significant
industry experience and expertise to assist you in securing your path towards financial
independence.
Our office locations in Western Sydney and the Central Coast of NSW allow our advisers to provide support
to clients across the broader Sydney area.
Our practices have formed strong relationships with:
Legal Professionals, Accountants and Tax Agents, and General Insurance Brokers,
to ensure that we can assist clients in all of their financial planning requirements.
partnership - trust -
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