Financial Planning
Developing strategies to help you manage your financial affairs and meet your life goals
Our professional financial planners will help you reach your goals
Even if retirement may seem a lifetime away, the sooner you start planning, the more likelihood you’ll have to achieve financial independence and peace of mind.
It’s all about choices.
Achieve financial security
Our aim is to help you achieve financial security and assist you in building your wealth, by providing a variety of strategies which are best suited to achieving your long term financial goals.
We offer innovative ideas aimed towards building your wealth and we will discuss the most suitable options available to you. We simplify your affairs through meaningful discussions in order to completely understand your financial situation, and provide a comprehensive plan that is easy to understand and follow.
We work with a range of clients from middle to high income individuals, families, business owners, executives and self-funded retirees. We tailor our service to meet your needs and ensure you are heading in the right direction to achieve financial security.
Areas in which we assist
- Share portfolio and advice (investment)
- Planning for Retirement
- Superannuation
- Self Managed Super Funds (SMSF)
- Tax Reduction strategies
- Personal Insurance
Ready to talk to an accountant
or finance specialist?
secure your financial future TODAY
With more than 15 years delivering quality financial services,
hear what our clients have to say
Glenda Rogan has been my accountant since 1990 and I have found her to be the most consummate professional that I have come across. The service that she has provided to me has been of an extremely high standard, with excellent financial planning advice, she is readily available and I cannot recommend her anymore highly to any client seeking professional accountancy and financial planning advice.
Dr Roman Jaworski
We started our own business in 1997 and were in need of an accountant . A friend of ours in the Taxation Department spoke highly of Glenda, so we had our first meeting in October of that year and she has been our accountant ever since. For 21 years Glenda has done marvellous work for both our business and us personally. We regard her as not only our accountant but also our friend.
Jo and Stewart McGregor
Glenda has been our Accountant for almost 25 years. Over that time, we have been very happy with her expertise and up to date Taxation Law knowledge in handling our Personal, Company, SMSF and Trust Account Taxation matters. We find her highly skilled, courteous and a very experienced Accountant. We have recommended Glenda and her team at Fincare to friends who were looking for a trusted and capable Accountant and would do so to anyone else who needed accounting advice.
John and Lurline Gray
FinCare Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 / AFSL 246934.
Lonsdale is part of the IOOF group.
View Financial Service Guide
Services
Support
Newsletter signup
Receive monthly updates and articles keeping you informed.
© 2020 - FinCare
The information on this website does not take into account the objectives, financial situation or needs of any person. Before making a decision, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. Fincare Accounting Pty Ltd – ABN 26 239 746 631