Financial Planning

Our goal is to be the Financial Planning Business of choice in regional Australia.

Financial Planning involves developing comprehensive and effective strategies to strengthen your financial security and assist you to reach your financial goals.

Our qualified, experienced team can discuss your financial options with you and provide a full service in financial planning that includes:

•    Building an understanding of your needs and goals
•    Researching appropriate solutions
•    Providing initial financial advice
•    Implementation of a financial plan and strategies
•    Ongoing advice and support

A wide variety of strategies and investment options are available for our clients to assist them to reach their financial freedom.

Our services include advice and ongoing service regarding:

•    Superannuation and Retirement Planning,
•    Personal Insurance,
•    Wealth Accumulation,
•    Investment Planning,
•    SMSF Strategies,
•    Portfolio Construction,
•    Aged Care Advice,
•    Personalised ongoing service, support, mentoring and regular reviews.

Campaspe Financial Services is authorised to provide financial services under SGN Financial Pty Ltds’ Australian Financial Services Licence. Our Advisers are Authorised Representatives of SGN Financial Pty Ltd, ABN 40 120 395 904, AFSL 490523.

Ready to take the next step?

View our Financial Services Guide (FSG)

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