Consolidated
Consolidated provides professional, independent and unbiased financial advice to individuals, trustees and companies.
We assist you to make smart financial decisions that will help you to build wealth, prepare for life's transitions and keep your retirement dreams on track.
Understanding your needs is at the centre of everything we do and, as an independent fee-based business, we give advice that is impartial and makes allowances for your unique circumstances.
Consolidated Financial Planning (Consolidated) is an authorised financial planning business that provides professional and independent advice. Our focus is to provide you with a financial plan tailored to your lifestyle needs and goals. We refer to this as a "lifestyle financial plan". It is a living plan which reflects the dynamic events and goals relevant to you rather than being a static document.
Our service offering...
Our focused service offering is provided by three specialist teams, namely, Private Clients; Corporate Solutions and Employee Benefits.
Our infrastructure...
Our infrastructure is robust and takes advantage of a number of strategic alliances to provide unique and world class planning tools; business processes and communication solutions.