Simplify Your Finances, Fund Your Ideal Lifestyle, and Secure Your Future.
At Saint Financial Planning, we help young families and pre-retirees make smart money decisions so they can enjoy life today and plan for tomorrow.
WELCOME TO SAINT FINANCIAL PLANNING!
We specialise in helping young wealth accumulators, those looking to get on top of their money and start investing and reduce tax, and pre retirees , those that are 3-7 years out from retirement and are unsure, if they are on track, how much they can draw or how long their money will last.
I’m not asking you to decide yes or no today… I’m asking you to make a fully informed decision, that is all. The only way you can make a fully informed decision is on the inside, not the outside. So you get on the inside and see if everything we provide is true and valuable to you. Then, if it is, that’s when you decide to proceed. If it’s not for you, no hard feelings.
You will then, after is showing what the advice is and what you can achieve, will you be able to make a fully informed decision that this isn’t for you. But you can’t make this decision right now for the same reason you don’t buy a house without first looking at the inside of it.
And know this… if you ain’t happy, I ain’t happy. For any reason whatsoever, you don’t see the value, you don’t pay us because I only want to be paid if you’re happy.
You can only make such a guarantee when you’re confident that what you have is the real deal and I’m fairly confident that when you go through our process, you’re getting exactly what you need to get the financial results you want.
MAKE ENLIGHTENED MONEY CHOICES.
Feeling overwhelmed by information or unsure if you’re on track for retirement? Struggling to balance the lifestyle you want with financial progress?
At Saint Financial Planning, we provide the tools and strategies to help you reach your goals—giving you the confidence and luxury of choice.
Lets keep it casual!
Book a chat and Get your questions answered. THere is no commitment from you and no pressure from me.
Not Sure If You’re On Track? Take the 60-Second Money Clarity Quiz
We Help You Take Control of Your Money
Feeling stuck with your finances? Whether you’re:
- Unsure if you’re making real progress,
- Planning for retirement and wondering if your money will last,
- Paying too much tax, or
- Trying to save for a new home or the dream trip you’ve always wanted...
You’re not alone.
At Saint Financial Planning, we help you maximise every opportunity to get ahead faster, so you can enjoy the life you’ve always dreamed of—with the luxury of choice and peace of mind.
Why Saint Exists
Money shouldn’t be the number one cause of stress in Australia—but for many, it is.
At Saint Financial Planning, we’re here to change that. We know how hard you work for your money, sacrificing time with family and friends, only to feel like you’re making no real progress. That’s where we come in.
Our goal is simple: cut the financial stress, simplify your money, and put a plan in place that works for you. By automating your finances and aligning them with your goals, you can stop worrying about your money and start focusing on the things you love.
We’re not about fancy talk or complicated strategies—we’re about helping you take action, making smarter decisions, and ensuring your dreams become reality.
What Our Clients Say
“Jamie simplified our superannuation plans, making things easy to understand and relatable. He’s helped us save money, make money, and plan for our retirement. Highly recommend!” — Brad & Becc
“James is extremely knowledgeable and speaks in terms that are easy to understand. His advice has been invaluable in setting savings goals and budgeting.” — Alex
“As a young couple, James made financial planning simple and approachable. We feel confident and trust him with our future.” — Mairead
Ready to Start Your Financial Journey?
GET IN TOUCH
Want to chat about how Saint can help you make smarter money choices?
CONTACT
Phone:
0417 531 674
EMAIL:
james.beard@saintfp.com.au
Address:
715 Raglan Parade, WARRNAMBOOL VIC 3280
POSTAL:
PO Box 8, WANGOOM VIC 3279