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.

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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.

Book An Appointment

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.

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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.

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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.

    
 
 
       Posted on Google  
   
   Alan Foster 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been using Antony’s services for a number of years now and are very happy with what he has put in place for us and the ongoing communication and annual reviews. I highly recommend Antony for your financial planning requirements. Alan Foster
  
 
      Posted on Google  
   
   Praja Lal Jayasinghe 
 
 
 
 Trustindex verifies that the original source of the review is Google. Have had a great experience with Anthony and the team. Would highly recommend St Anthony Financial Planning . They are always available and very approachable.
  
 
      Posted on Google  
   
   Kushan Dharmawardena 
 
 
 
 Trustindex verifies that the original source of the review is Google. Review for Anthony – Our Financial Advisor

We have known Anthony for over a year now, and during this time he has been nothing short of outstanding. We first sought his services to prepare and implement our retirement plan, and we will certainly continue to rely on his expertise in the future.

Anthony is a highly professional individual, and we were deeply impressed by his punctuality, precision, and attention to detail. His office created an immediate sense of positivity, with its immaculate setup and inspiring posters.

Before our meeting, he sent us clear and well-prepared information, and during our session, he guided us through everything in a very methodical and thoughtful manner. Anthony took the time to truly understand our needs by asking relevant questions and giving us plenty of space to share our thoughts and ask our own questions.

What stood out to us was not just his excellent financial advice, but also the way he connected with us on a personal level. He shared a little about himself and his family, which helped us feel comfortable and built genuine trust.

We left our meetings feeling not only well-guided financially but also truly respected and cared for. We see Anthony not only as an outstanding financial advisor but also as a remarkable human being.

We wholeheartedly recommend him to anyone seeking both professionalism and a personal touch in financial guidance.

Kushan & Sherine
  
 
      Posted on Google  
   
   Dan H 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very happy with the level of service from Antony and his team at St Anthony Financial Planning. I had a very specific scope with targets and his plan met all my expectations. Implementation has been smooth and on track, looking forward to full implementation and a long and prosperous relationship with Antony and the team. I wouldn't hesitate to recommend their services. Dan.
  
 
      Posted on Google  
   
   Dave L 
 
 
 
 Trustindex verifies that the original source of the review is Google. Have had a good experience with Antony over the last few months implementing our financial plan. Would recommend 👍🏽
  
 
      Posted on Google  
   
   Stephanie de Niese 
 
 
 
 Trustindex verifies that the original source of the review is Google. Fantastic service! Really loved the focus in values and having your goals align with your values! Antony is really informative and explained things easily for me to understand - I am not a numbers girl, so this was really helpful! For the first time in my life I actually feel secure with my finances and the direction they are going in life. Thanks be to God for St Anthony Financial Planning. Highly recommend!
  
 
      Posted on Google  
   
   Ronald Moss 
 
 
 
 Trustindex verifies that the original source of the review is Google. If you're ever looking for a good, sound, and professional financial adviser we highly recommend Antony Fernando. His fees are highly competitive but most importantly he is thorough and a good listener. You also get a client portal to manage your assets and financial situation.

Thank you Antony
Sonia and Ronald

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

eBooks

Unlock valuable insights on key topics with our educational resources.

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St. Anthony Financial Planning