Start your future today.Advice that transforms lives.
Financial advice considers the creation, growth, protection and ultimately the enjoyment of wealth — the freedom to do what you want, when you want.
- 2012
- Advising since
- 13+ yrs
- Practice support
- AFSL 229892
- Lifespan licensed
- 100%
- Referral built
Welcome to Swan Hill Financial Planning
Good advice makes the complex feel simple.
Financial advice considers the creation, growth, protection and ultimately the enjoyment of wealth. The ultimate goal is financial freedom — having the freedom to do what you want, when you want.
The number of investment options, complexity of changing legislation and changes to your own personal situation can mean it's challenging to make an informed decision.
Financial advice can help you make the most of opportunities to grow your own wealth and protect it from life's unexpected ups and downs.
We are proud to be a referral-built business, based on long term relationships with our clients. We welcome the opportunity to have you join us as a client.
Grow with intent
Strategies for building wealth through super, investments and disciplined planning.
Protect what matters
Protect your wealth and family from life's unexpected ups and downs.
Enjoy the freedom
The ultimate goal of good advice: doing what you want, when you want.
What we do
Advice across every stage of your financial life
Our beliefs
Great financial advice has the power to transform lives
Successful advisers are part of a powerful community
Great financial advice comes from great advisers
Quality leadership and advice helps your business grow
The people
Local advice, familiar faces
James Sherlock
Financial Adviser
Graduate Diploma of Financial Planning
Anna Neill
Office Manager
Compliance Officer
Kristen Tonkin
Administration
Centrelink Queries
Backed by an award-winning licensee
Lifespan Financial Planning are one of Australia's largest privately owned adviser communities.
About LifespanReady to start your future?
We welcome the opportunity to have you join us as a client. Call us, or send a message and we'll be in touch.