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BSB 806 015

What is financial planning?

Financial planning involves setting financial goals for your future, then forming a plan to make the most of your income, investments and lifestyle to achieve those goals.

At any stage of your life, our P&N Financial Planning team can help you create a plan for your finances and then put your plan into action. Your first appointment is free, with absolutely no pressure or obligation to continue with our services.

We can help you with:

  • Wealth creation strategies
  • Superannuation
  • Salary packaging
  • GESB - Goldstate and Weststate schemes
  • Spouse superannuation contributions and co-contributions
  • Retirement planning
  • Making the transition to retirement
  • Managing Centrelink benefits
  • Life insurance
  • Estate planning
  • What to consider if faced with redundancy

All of our P&N financial planners are qualified and meet the standards of the Australian Securities and Investments Commission, and the Financial Planning Association.

A financially secure future is most people's dream, but with the vast number of financial products and investment options available today, it's not an easy matter choosing the ones that suit your particular circumstances and expectations.

Planning your future is simple, with the help of P&N Financial Planning. Whatever your stage of life, our qualified financial planners have the knowledge and experience to help you develop an appropriate strategy to achieve your goals.

How to get started

Make an enquiry or call us and one of our financial planners will contact you to arrange an appointment.

Enquire or call (08) 9265 7722

Download our Financial Services GuidePrivacy Policy and Complaints Policy.

 

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Financial Planning Seminars

Kick start your retirement planning with our free, no obligation financial planning seminars at various locations across Perth

Important information

The information contained on this page has been prepared by Police & Nurses Financial Planning Pty Ltd (P&N Financial Planning) ABN 21 009 245 194 AFSL 237507. P&N Financial Planning is a related entity of, but not guaranteed by, Police & Nurses Limited (P&N Bank) ABN 69 087 651 876 AFSL/Australian Credit Licence 240701. P&N Financial Planning is the provider of financial advice services. Services provided by P&N Financial Planning are provided on its own account and not on behalf of P&N Bank and P&N Bank does not endorse or take responsibility for any services provided by P&N Financial Planning. P&N Financial Planning is not an authorised deposit-taking institution and, unless you acquire a P&N Bank product as a consequence of a recommendation made by P&N Financial Planning, monies invested with or through P&N Financial Planning are not a deposit with or liability of P&N Bank. P&N Bank refers customers to P&N Financial Planning only and is not liable for any loss, damage or liability of any kind arising from services provided by P&N Financial Planning. This page is not designed for the purpose of providing personal financial or investment advice. Any advice given is general only and does not take into account your personal objectives, financial situation or needs. Please therefore consider whether it is appropriate for you. You should consider talking to a financial adviser before making a financial decision.

Please refer to the Financial Services Guide, Privacy Policy and Complaints Policy for P&N Financial Planning (which you agree to be provided by accessing these links). 

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