Welcome to

St. Anthony Financial Planning

We set lives up for success.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way.

That’s exactly what you can expect from St. Anthony Financial Planning - we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms for success.

View our services FREE Discovery Meeting

Discover Our Unique 5 Step Process

Testimonials from our valued clients

We’re here to help you create the financial life you want.

The first step is our discovery meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.

What happens at a discovery meeting?

The purpose of the discovery meeting is to know what makes you happy in your life and understand your priorities. Then, we will let you know how we may be of assistance to create a realistic road map for success to achieve your life priorities through financial planning.

Some examples of work we carry out:

• Preparation of comprehensive financial plans and investment strategies
• Planning for clients in the years leading up to retirement
• Review of current superannuation and insurance arrangements

Take the next step and contact us today, you will be glad you did.

Book your FREE Discovery Meeting

        Your preferred meeting date and time:
    Antony-Fernando

    Antony Fernando

    Principal Financial Planner | B.ACC | ADFP| AFP®

    Antony commenced working in the financial service industry in August 1998 and held client relationship and management positions. During the last four years, Antony served as a qualified financial planner at Australia and New Zealand Banking Group (ANZ) and at a boutique financial advice firm in Melbourne.

    Antony is very proud of providing comprehensive financial planning advice to many clients through various stages in their lives.

    Meet Antony

    A selection of our services.

    Whether you have a specific need such as helping your children with their education expenses, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation, or wealth management plan, we can help.

    planning

    Financial Planning

    When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.

    Taxation

    Taxation Management

    We can help you manage your taxation issues, to ensure you comply with tax legislation and only pay the amount you are required to.

    retirement

    Retirement Planning

    Our advice on retirement planning will assist you to ensure that your assets, capital and income streams outlive you, so that you have enough to live on in retirement.

    View Services