Retirement should be a time of relaxation and fulfilment, free from financial worries. At Saint Financial Planning, we understand that planning for retirement can be overwhelming. That’s why we’re here to guide you every step of the way, ensuring you have the security and peace of mind to enjoy the retirement you’ve always dreamed of. Go through our tailored ‘retirement Ready Roadmap’ today!

Welcome to Saint Financial Planning!

We specialise in helping people 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.

Why Choose Us?

**Tailored Retirement Strategies:** We believe that retirement planning isn’t one-size-fits-all. Having over a decade of experience allows me to work closely with you to develop a personalised retirement plan that aligns with your unique goals, lifestyle, and financial situation. We are small, so you can rest assured that the person you talk to is the person providing the advice and you wont be just another number to the business.
**Comprehensive Financial Solutions:** From superannuation optimisation to investment strategies and income planning, we cover every aspect of your retirement. Our holistic approach ensures that all your financial needs are addressed, so you can retire with confidence.
**Ongoing Support and Advice:** Life is unpredictable, and your retirement plan will need adjustments over time. We’re here for the long haul, providing continuous support and advice to adapt your strategy as your circumstances change.
**Transparent and Honest Communication:** We value transparency in all our dealings. You’ll receive clear, straightforward advice without the confusing jargon, so you always understand your financial position and options.

Book A CALL

Lets keep it casual!

Book a chat and Get your questions answered. THere is no commitment from you and no pressure from me.

Backed by Australia’s largest non-institutional financial group, WT Financial, you can be assured that we have the resources and skills to give you the secure financial outcomes you seek.

Our Retirement Planning Services

Superannuation Management: Maximise your superannuation with tailored strategies designed to boost your retirement savings.
Investment Planning: Grow your wealth with a diversified investment portfolio aligned with your risk tolerance and retirement goals.
Income Streams: Ensure a steady income throughout your retirement years with our expert guidance on pension plans, annuities, and other income solutions.
Tax Efficiency: Optimise your retirement savings by minimising tax liabilities through strategic planning.
Estate Planning: Protect your legacy and ensure your loved ones are looked after with comprehensive estate planning services.
Read more about our services here.

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.” — Alex
“James made financial planning simple and approachable. We feel confident and trust him with our future.” — Mairead

Want to talk about if and how we can help you? Book a free 30 minute chat with me through the link below

Let's Go

STILL GOT QUESTIONS?

Send through an email and we will happily provide you with an answer the best we can! No spam, no sign-ups and no hassles from us.

CONTACT

0417 531 674

Phone:

james.beard@saintfp.com.au

EMAIL:

715 Raglan Parade, WARRNAMBOOL VIC 3280

Address:

PO Box 8, WANGOOM VIC 3279