Welcome to Southern Cross Financial Planning
At Southern Cross Financial Planning we are dedicated to providing professional financial planning services to assist our clients in determining and achieving their financial goals.
Our clients include:
- Young families looking to build wealth for the future whilst meeting the costs of raising a family and ensuring they have adequate insurance protections for their financial commitments
- Pre-retirees formulating their retirement time-line and goals
- Retirees seeking to maximise their retirement income and lifestyle
- Families looking for assistance in making the sometimes difficult decisions about Aged Care and estate planning.
We pride ourselves on the integrity of our financial planning advice, and building long-term relationships with our clients as we walk with them through the various financial planning stages of their lives is a top priority for us.
Southern Cross Financial Planning is licensed through Lifespan Financial Planning Pty Ltd which holds an Australian Financial Services Licence (AFSL) No. 229892. Lifespan Financial Planning Pty Ltd is one of Australia’s leading privately-owned licensees, providing support services to financial planners including training, compliance and software.
We acknowledge the traditional owners and custodians of the land on which we live and work on as the First People of this Country.