Financial Planning

Helping you achieve financial peace of mind

Addison Partners offer a comprehensive financial planning service. Our experienced team of financial advisors work with clients during all stages of their financial journey, from young people who are just getting established financially, to those who are enjoying their retirement.

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What type of advice do we provide?

Addison Partners Financial Planning can provide you with a personal financial plan which will cover the following areas:

  • Wealth Creation
  • Investment Management
  • Retirement Planning
  • Superannuation
  • Self Managed Super Funds
  • Insurance & Wealth Protection
  • Estate Planning Advice
  • Centrelink Entitlements

Addison Partners Financial Planning are Authorised Representatives of Lonsdale Financial Group Limited. ABN 76 006 637 225 AFSL 246934 Lonsdale is part of the IOOF Group.

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