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      About Uschevron down

      Our Service & Our Strategies Are Our Strengths

      • Business succession
      • Estate planning
      • Retirement planning
      • Superannuation
      • Wealth accumulation
      General Info

      O.S. Financial Planning has been assisting people in the goal of securing their financial future for over 20 years.

      Currently our two key Financial Planners, Mark Byron & Paul Shay, are supported by three administration staff. Our professional services include Strategic Financial Planning in the areas of; Wealth Accumulation, Superannuation, Retirement Planning, Estate Planning, Business Succession, Investment Advice & Education and Placement of Investments. We offer ongoing review and reporting services in relation to: The performance of your investments, the current market and economic conditions, updating your current personal and financial objectives and ensuring that your strategy remains appropriate Self-Managed Superannuation Funds

      Those seeking to grow or accumulate their personal wealth. Those keen to learn about the principles of investment and the various strategies available to enhance investment returns whilst managing risk. People who have retired or are nearing retirement seeking retirement and investment strategies. Anyone interested in the operation of a Self-Managed Superannuation Fund. Those needing some help considering their estate planning options prior to meeting with their solicitor.

      Strategic financial planning Wealth accumulation Superannuation Retirement planning Estate planning Business succession Investment advice and education Placement of investments Ongoing review and reporting services The performance of your investments The current market and economic conditions Updating your current personal and financial objectives and ensuring that your strategy remains appropriate Self-Managed Superannuation Funds

      We treat every client as an individual. Everyone is different and therefore every solution needs to be tailored to suit your needs. We talk to you about your short, medium and long-term goals, so as to gain an understanding of what is important to you. It’s not all about dollars and cents. Our goal is for you to understand the principles of investment. We believe that financial planning is as much about education as it is about investing and strategies.

      Email
      Payment method
      eft, cash
      Established
      1999
      ABN
      36 738 641 002
      Staff
      1-10
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Financial Planning, Investment Advisory Service, Investment Services, Investments
      Licenses
      Legal ID: Australian Financial Services Licence 331955
      Keywords
      Advice & Information, Benefit Plans, Estate Planning, Investment Strategies, Investments, Life And Disability Insurance Advice, Life Planning, Loans And Refinancing, Managed Funds, Retirement Planning, Superannuation, Tax And Financial Structuring, Wealth Accumulation
      FAQschevron down

      Is your business registered?

      Yes, our business is registered.


      Is your team experienced?

      Yes, we have a trained, professional and experienced team of experts.


      Do you offer quotes?

      Yes, we offer free no obligation quotes.