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.

Wealth Creation

Safeguarding your future to enjoy the lifestyle you have worked hard for

Wealth creation involves maximising the productive power of existing assets as well as creating new wealth

It’s a great idea to make your money work harder for you. You don’t need lots of cash to invest to create wealth for yourself – just some great strategies and discipline. Putting aside a small amount of money each month into a tailored investment can provide great returns when done wisely.

Wealth creation is a process not an event!

When you think about creating wealth you should ask the following questions.

  • What is my investment time frame?
  • What do I want to achieve?
  • Will I pay too much tax?
  • Do I understand the risks?
  • What are my available resources?
  • Will I need access to my investments?
  • What return do I need to earn over the long term?
  • Where do I go from here?

The Local Financial Planner can assist you with;

  • Investment Bonds
  • Managed Funds
  • Budgeting / Cashflow
  • Shares
  • Property
  • Savings Plans
  • Mortgage Reduction
  • Debt Management
  • Financial Coaching
  • S.M.S.F.