Budgeting and Expense Tracking

Budgeting and expense tracking Take control of your finances with our intuitive budgeting and expense-tracking solution. Easily manage your income

Financial planning, done differently

We focus on strategy - not products - to help you grow wealth, live well today, and stay on track as life changes.
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Investing, with purpose

We help you grow your wealth with a clear, tailored strategy that aligns with your goals and minimises risk—so your money works for the life you want.

Retire with confidence

We'll help you plan involves how much you’ll need, make it last, and feel ready to enjoy life—on your terms.
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Make the most of your super

From contributions to consolidation and retirement income, we’ll help your super work harder—so you don’t have to.
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Smarter tax strategies

We help you keep more of what you earn with simple, effective tax planning built into your overall financial strategy.
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Protect your wealth

We use low-risk strategies to safeguard the money you rely on—so you can move forward with clarity and confidence.
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One plan, all your experts

We coordinate with your accountant, broker, and legal team to keep your financial strategy aligned, efficient, and complete.
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Easy-to-understand advice. We skip the jargon and explain strategies in plain English so you always feel in control.

Built-in tax strategies. Smart structuring to reduce your tax bill — now and in retirement.

Long-term focus. We help you build wealth that lasts — not just chase short-term gains.

Transparent fees. No surprises. Our fees are clear, fair, and aligned with your goals.

Mobile accessibility Manage your finances on the go with our mobile-friendly platform

Enhanced security Protect your sensitive financial data with our state-of-the-art security measures

Track your goals and financial position in real time.

One dashboard for your income, expenses, assets & super and investments.

Our Gauratee

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 3-10 years out from retirement and are unsure, if they are on track, how much they can draw or how long their money will last.
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‍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’ll then be able to make a fully informed decision about whether this adviceis right for you after yousee exactly what we recommend and what it could help you achieve. But you can’tmake that decision yet — just like you wouldn’t buy a house without firstlooking inside of it.

And know this… if you ain’t happy, I ain’t happy. For any reasonwhatsoever, you don’t see the value, you don’t pay us because I only want to bepaid if you’re happy. You can only make such a guarantee when you’re confidentthat what you have is the real deal and I’m confident that when you go throughour process, you’re getting exactly what you need to get the financial resultsyou want.

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

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 and Becc

James made financial planning simple and approachable. We feel confident and trust him with our future.

- Mairead

Advisora has completely transformed the way I manage my finances. With its intuitive interface and powerful features, I now have better control and visibility into my expenses and investments. Highly recommend it!

William Parker

CFO at BrightPath

I've been using Advisora for years now, and I can't imagine managing my finances without it. From tracking expenses to creating budgets, Advisora has simplified every aspect of my financial life. Thank you for such an amazing platform!

Michael Carter

Freelance Web Developer

Advisora has been a game-changer for our business. With its comprehensive financial management tools, we've been able to streamline our processes and make more informed decisions. The customer support team is also top-notch

Morgan Clarke

Manager at GlobeSync

As someone who is new to investing, Advisory has been an invaluable resource for me. The investment management tools have helped me understand my portfolio better and optimize my investments for better returns. I couldn't be happier with the results!

Madison Cooper

CEO, Beta Technologies

Advisory has exceeded all my expectations. Not only does it make managing finances easy and efficient, but the platform also prioritizes security, giving me peace of mind knowing that my data is safe. I'm a loyal Advisory user for life!

James Rodriguez

Founder of GreenHarves

Empowering Your Financial Future

Simplify Your Finances, Fund Your Ideal Lifestyle, and Secure Your Future.

Why Choose Saint Financial Planning?

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Our Gauratee

What Our Clients Are Saying

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