Financial Planning

Local Financial Planning Services you can trust

Smart decisions about money. Sooner.

Connect Financial Planning Services was launched in April 2018 and was born from the same passion behind the “Connect Story” and wanting to provide quality financial advice where the client’s best interests come first.

We take the time to understand you, your current financial position, needs and goals, so that we can provide personalised financial advice, solutions and recommendations tailored to your unique situation. We then meet with you regularly to ensure your financial strategy remains on track to achieve your objectives now and into the future.

How we connect with your financial future

We're privately
owned

We are an authorised representative of Capstone Financial Planning, a 100% privately-owned national Australian Financial Services Licensee that has no alignment to any bank or financial institution. Through Capstone Financial Planning, we have access to a wide range of insurance and researched investment products.

We're not driven by sales targets

We are not incentivised to recommend any particular product or service, nor are we compelled to participate in, nor are we motivated by, reaching any sales targets. We will always act in your best interests first and foremost.

We will always act in your best interests

We assess the most appropriate option for your needs and circumstances with no bias towards any particular product provider. When we recommend a product or service to you it’s because we genuinely believe that particular product or service is the most appropriate solution for your specific needs as we understand them to be.

Our Financial Planning Services

Superannuation

Strategies to grow and consolidate your super for the retirement you want.

Wealth Creation

Tailored investment approaches to build long-term wealth.

Risk Protection

Personal insurance to safeguard you, your family and your income.

Retirement Planning

Careful and effective planning. Your retirement, your way.

Financial planning is about helping you make smart decisions about money – so you can manage your financial affairs more effectively and reach your life goals sooner. Through our authorised representation of Capstone Financial Planning, a 100% privately-owned national Australian Financial Services Licensee that has no alignment to any bank or financial institution, we have access to a wide range of insurance and researched investment products – assessed with no bias toward any provider.

Get a Planner

Our team will contact you within 1–2 business days.

What our clients say about us

Very professional Accountants. They have the capability and knowledge base of big city firms together with plain speaking, honest, value for money, country town service. I've been a very happy client for over a decade.

We are so grateful to have met MIKAYLA NORTHFIELD from Connect Business Solutions. Mikayla's professionalism and attention to detail have given us the confidence to highly recommend their accounting and business accounting services. Our small business and personal tax has benefited from their advice and prompt service, and we are so glad we made the switch! 🤠

Made taking over a small business extremely easy great advice and help and continued support. Thanks to Cass for all her help.

We have been coming here for quite a few years..The whole team have been amazing... we recently retired and matters were complicated by our British Pension ..being self employed and closing..huge thanks..😊❤️