• Quality Financial Advice

    As an AMP Financial Planner, Square Wealth Management focus is to provide the best financial advice that will change your future for the better. We want to help you reach financial freedom. Showing you the steps and approach to leave a mark and legacy for your future generations. Imagine not having to worry about your finances ever again!

    Exploring your options & allowing you the choice to craft your future the way you invision it. What doe's financial freedom mean to you? If you can't answer that, not to worry. That's why we are hear to clear your thoughts and let us do what we do best, to free your time & focus on what should really matter in life.

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I'm ready for Financial Freedom

We're chuffed to hear it

How can we Help?

It's pretty simple actually...

By listening, guiding and providing structure, we support your journey to reach your financial and lifestyle goals. We offer a comprehensive financial planning service to individuals, companies, superannuation fund members and trustees. We embrace the services of specialist solicitors, accountants, bankers and stockbrokers where required.

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What advice do we specialise in?

Every person deserves to understand how to make their money work for them, and Square Wealth Management is dedicated to helping our clients build a successful financial future for themselves and their families. Our practice aims to develop long-term valuable relationships with our clients, working together to build a secure financial future based on strategic advice that gives you understanding, peace of mind and control.

Home Loans

Australia enjoys one of the greatest home ownership rates in the world. But in a time of high house prices how do you make this great Aussie dream a reality?

Super

Australian's are now free to choose their own super funds instead of automatically joining their employer fund. What difference does it make?

Investments

Once the family home is paid off – or a reasonable amount of it – most start to look at other ways of building wealth. Often their first thought is an investment property.

Insurance

Choosing the right type and amount of insurance can help to make sure that if anything were to happen, you and your loved ones would be looked after financially.

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Everyone is unique & so are your finances. We can help personalise your savings & investments today!

We're committed to helping you achieve your financial goals.

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Understanding Investments

Make your money work for your future.

If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.

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Understanding Insurance

Protect what's most important to you

Should something ever happen to you, personal insurance is there to provide financial security for you and your family. Find out how to protect what’s most important to you.

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What are your financial goals?

Your financial goals are unique to you. Whether you’re thinking about taking your finances to the next step or planning for retirement, there’s help available. A financial adviser can put a fresh perspective on your current financial position and what it will take to achieve your goals.

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I want to....

  • Home loans

    Whether you’re buying your first home, building or thinking about investing in property, finding a home loan that's right for you is key.

    To find a home loan that suits your individual needs and lifestyle, it’s important to think about your circumstances and options. The following questions can help you get started:

    • What sort of property do you want?
    • How much can you borrow?
    • What additional financial benefits do you require? 
  • Simple super designed for you

    Taking a few simple steps now can help you stay on track to enjoying the retirement lifestyle you want with the money from your super.

    Superannuation is designed to be a tax-effective way to help you save and invest for your retirement.

    Most Australians can choose their own super fund. Even if you change jobs, you should be able to take your fund to your new employer. There are exceptions so ask your employer’s payroll or Human Resources department if you’re not sure.

  • Chosing the right insurance

    Choosing the right type and the right amount of insurance is a good way to make sure that if anything were to happen, you and your loved ones would be looked after financially. There are four types of personal insurance every Australian should understand. These include:

  • Investing to get ahead

    If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.

    Start by setting your investment goals. Since each investment will vary in its potential for risk and returns, you need to choose the right investments to help you achieve your goals.

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Understanding Home Loans

Steps to plan your property purchase well

Whether you’re new to the buying process or someone moving up the property ladder, it helps to do your research. Buying a property is a significant investment, so you want to get it right.

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Understanding Super

Make your super work harder for you

Superannuation is designed to be a tax-effective way to help you save and invest for your retirement, don't to rely on just the Age Pension.

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The time is now

Are you ready to take the first step toward your
financial future?

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How can an adviser help you?

Key steps to get you started

To help you get whatever you want out of life, it’s good to keep track of where you are and where you want to be. An adviser can help you:

  • - Budget and manage your money
  • - Choose the right investment strategy
  • - Plan for your retirement
  • - Protect you and your family
  • - Make the most of your superannuation.
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The value of financial advice

ADvice thats right for you

We think an adviser is like a personal coach for your money. They bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them.

A little planning early on can go a long way. Make the most of this advice with a better understanding of some financial aspects that apply to your life stage.


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Preparing for the road ahead

Making SMART choices

Some insight into wealth management can go a long way. With a better understanding you can prepare for your future & tackle any hurdles throw your way.

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The right tools for you

  • Home Loan Calculator

    Our Cost of home loan calculator allows you to determine your loan repayments and the total cost of fees.
    Calculate now

  • My Super Simulator

    Calculate the lump sum you could have in your super and the choices you can make today that will affect how much you may have at retirement.
    Launch super simulator

  • Investments Calculator

    Our What investor style am I? tool helps you to understand the investment style that is most appropriate for you.
    Launch calculator

  • Insurance Calculator

    Our How long can I expect to live? quiz helps you to understand whether or not you have enough savings to last throughout your retirement.
    Launch calculator

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Our Partners

With access to over 1,350 products through the
AFG lender panel across Australia.

 

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Drop us a line
now that your ready to start your future!

Providing the best financial advice that works for you.