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.

 

Our Licensee

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.

John and Trish have been a great help with getting our finances in order. Having a large family has made our financial planning complicated. It is great to have someone we can trust to take care of our super, life insurance etc, and it is a relief to know our kids will be financially secure should some accident happen. Always friendly and approachable, advice is just a phone call away.

Daniel and Leisa

We acknowledge the traditional owners and custodians of the land on which we live and work on as the First People of this Country.