Welcome to The Local Financial Planner. We sit under the roof of The Local Financial Group.
We are here to help you create the future that we all dream of. We specialise in wealth creation,
insurances, budgeting and financial freedom. Get one of our fabulous planners to assist you in
staying ahead of the financial game by bringing out the best possible you.

Financial Education

Teaching you the steps to help you become financially free.

Building Financial confidence is essential. It helps empower you to make informed and effective decisions about using and managing your money

By making the decision now to change your financial habits, it’s possible to systematically build up a financial surplus to alleviate your current money stress and also create an investment plan to sustain your financial future. In fact, your overarching goal should be to achieve “financial freedom”–that is, accumulating enough investments that produce the income you need to cover your living expenses so that you no longer have to trade your time for money.

There is no magic wand- without an action plan and clear goals achieving financial freedom will be difficult.

Everyone is entitled to learn Financial Confidence. Our courses are designed to empower you on how to make informed and effective decisions about using and managing your money. Our aim is to equip you with tools, systems and advice to change the way that you currently think about money.