Advice you can trust.

Put your money to work for you. We’re here to help you create the financial life you want.

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.

We’re experts in our field, and it’s our mission to get you results.

The first step is our Initial meeting. The purpose of the first 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. 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. In this meeting our aim is to understand:

• your personal circumstances
• your attitude towards risk
• your current financial position and resources

From there, we will apply our experience and expertise to develop a financial plan taking into consideration: appropriate tax structures investment strategies asset protection Following the initial meeting, we will provide personal and tailored advice to suit your individual circumstances.

Our fee structure.

Our fees are based on:

• the nature of advice to be provided
• complexity of your personal situation
• time & costs required to develop & implement a financial plan for you
• ongoing personal advice and services

For more information please contact us.