Financial Planning

At Stafford Whelan, we recognise the importance of having a strong financial plan tailored towards meeting your financial and lifestyle goals.

As well as working closely with a number of quality financial planning practices, we have partnered with Finn Financial Planning and Finn Lending Solutions to provide our clients access to quality services and advice in the areas of:

• Superannuation
• Investment Advice
• Wealth Protection
• Personal Finance
• Commercial Finance
• Debt Reduction
• Retirement Transition
• Retirement Funding
• Estate Planning
• Centrelink Planning