Welcome to St. Anthony Financial Planning
Empower your financial future.
We set lives up for success.
At St. Anthony Financial Planning, we are committed to empowering you to achieve your financial goals. Our unique process, led by the Principal Financial Advisor, Antony Fernando CFP®, a Chartered Retirement Planning Counsellor and Accredited Behaviour Finance Professional, is designed to understand your vision for the future and craft a personalised plan that ensures your success.
At St. Anthony Financial Planning, we help you achieve your financial goals. Led by Antony Fernando CFP®, our personalised approach ensures your success.
Our Process
Discover our unique
5 step process.
We help solve tomorrow’s challenges today by providing expert guidance, ensuring you’re equipped to navigate your financial journey with confidence and foresight.
Our Services
We deliver client outcomes through our core services.
Grow Wealth
Our expert advisors will help you develop robust investment strategies and manage your portfolio to maximize your wealth accumulation.
- Investment Strategies
- Portfolio Management
- Wealth Accumulation
Preserve Wealth
We provide comprehensive risk management and asset protection solutions, along with strategic tax planning, to safeguard your hard-earned wealth.
- Risk Management
- Asset Protection
- Tax Planning and optimisation
Planning
Plan for a secure and fulfilling retirement with our tailored superannuation advice, retirement income strategies, Age Care and estate planning services.
- Superannuation
- Retirement Planning & Income Strategies
- Aged Care & Estate Planning
What We Do
What we provide to help set you up for long-term success.
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.
Financial Planning
We work with you to achieve your goals, creating a holistic plan tailored to your values, objectives, and circumstances. Our team takes the time to understand your priorities, risk tolerance, and time horizon.
Investment Advice
Investing wisely is key to achieving your financial goals and building long-term wealth. We are dedicated to providing comprehensive investment advice tailored to your unique needs and aspirations.
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 peace of mind and enough to live on in retirement.
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.
Estate Planning
Estate planning is a crucial component of a comprehensive financial strategy and we offer expert guidance and support in navigating the complexities.
Superannuation Solutions
Whether it’s through the assessment of fund managers or helping you find your lost superannuation, we can assist you regardless of what stage you are at in life.
Insurance & Risk Management
Life insurance and risk management are essential components of a comprehensive financial plan, providing protection and peace of mind for you and your loved ones.
SMSFs
We assist clients with Self-Managed Super Funds, providing comprehensive guidance and support throughout the process.
Inheritance Advice
Recipients of new wealth have many financial issues to consider. We can help you navigate strict tax and inheritance laws and create a financial plan that makes the most of your inheritance.
Why Us
A holistic approach that puts your life goals at the forefront.
- St. Anthony Financial Planning
- Others
- We prioritise understanding your unique aspirations before focusing on your finances.
- They primarily focus on your money, often overlooking your personal goals.
- Our strategies are tailored to your values and goals, ensuring a personalised financial plan.
- They often use a one-size-fits-all approach.
- We aim to transform your overall financial wellbeing with comprehensive advice.
- Their approach may have a limited impact on your financial health.
- We view money as a resource to enhance your life, not just for retirement.
- They often fixate on retirement and accumulating money without considering your broader life goals.
- We address your entire financial life, including investments, insurance, tax optimisation, estate planning, retirement planning, aged care, and more.
- They may only focus on superannuation, insurance, and investments, missing the bigger picture.
Choose St. Anthony Financial Planning for a holistic approach that puts your life goals at the forefront.
Our Happy Clients
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.
