Welcome to AustraliaWide Financial Planning

Committed to helping you to achieve your goals.


Based in Melbourne, VIC

Lay back and enjoy a flexible finance strategy

Empowered. Individualised. Measurable.

About AustraliaWide Financial Planning

We are focused on the individuality of our clients, understanding that there is no ‘one size fits all solution’ when it comes to planning for financial security.

At AustraliaWide, we specialise in Self-Managed Superannuation advice and our personalised wealth management strategies are all about your lifestyle needs, your future plans and your financial goals, and that makes a big difference.

Empowering our clients with the right information enables them to be actively involved in their financial plans and become equipped to make more informed choices about their future. Navigating the many financial choices and volumes of information on your own, can be daunting.

Our approach is to provide guidance and ensure understanding to give you the confidence and peace of mind that you have the right plan to suit your needs.

Whether you are just starting your wealth accumulation journey, planning for retirement or looking for financial security for your family, at AustraliaWide we are committed to helping you to achieve your goals.

Our Services

Our firm is committed to providing tailored advice to each of our clients, who enjoy direct, personal access to our professional team.
  • SMSF's
  • Take control of your retirement

    We are here to help you meet your obligations and make the most of your superannuation.

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  • Financial Planning
  • Develop your ideal financial strategy

    Our experts can provide strategies to help you manage your affairs and meet your financial goals.

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  • Retirement Planning
  • Make the most of your retirement

    It's important to consider where you'll get the money you'll need to make it last.

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  • Superannuation
  • Take an early and active interest

    Your super is critical to ensuring the benefits it can offer are maximised by the time you retire.

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  • Risk Insurance
  • Protect your loved ones

    It's essential to choose the insurance strategy that suits your lifestyle.

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Latest Financial News

Middle-to-higher incomes boosting SMSF growth

Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher...

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Investment and economic outlook, May 2024

Investment and economic outlook, May 2024

Region-by-region economic outlook and latest forecasts for investment...

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Transitioning into retirement: What you should know

Transitioning into retirement: What you should know

Deciding on your retirement funding options comes down to personal...

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Plan now to take advantage of stage 3 tax cuts

Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving...

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Deeming freeze a win for Age Pensioners

Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest...

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Downsizer contributions can be time critical

Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use...

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The superannuation changes from 1 July

The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial...

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The Deadliest pandemics in History

The Deadliest pandemics in History

Check out the Deadliest pandemics in...

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Winners & Losers

Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every...

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Client Resources

  • Financial Videos
  • Watch our video series to learn more about the value of accounting and taxation experts, how it applies to common life events and how we can help you.

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  • Useful Links
  • We've compiled a broad range of useful links for your use. These include a various of topics such as taxation, software, Government agencies and media.

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  • General Calculators
  • Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals.

  • Learn More

Contact Us

We'd love to get in touch and we welcome any enquiry that you may have.

Get in Touch

AustraliaWide Financial Planning welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Office Location
  • Level 12, 484 St Kilda Road, Melbourne, VIC, 3004
Office Hours
  • Monday to Friday — 9am to 5pm

Financial Planning

Financial advice is determining how an investor is going to meet their goals and objectives. It is about helping clients define their goals, gathering information and analysing data to make a plan, then implementing the plan and monitoring the results. It is also monitoring and updating goals and objectives as clients move through different phases of life.

'Failing to plan is planning to fail.' It's a cliché but when it comes to investing money, setting and then attaining long term financial objectives, then it makes a lot of sense to have a plan. Also, history shows time and again that the sooner you can start the better the outcomes.

Attaining long term objectives is better served by setting some short term goals. For example, such milestones might be set for 1-3 years, then 4-6 years and then 7+ years.

Our primary aim is to help you attain your financial objectives.

A financial plan will help you clarify your financial goals and aspirations, whilst taking into account potential milestones along the way, such as children, education, lifestyle and retirement.

We take the time to gain a full understanding of your current situation and determine your short, medium and long-term financial and lifestyle goals. Next, we assess the challenges that might slow things down and your attitude to risk.

Finally, we map out a detailed plan from first steps through to long-term strategies to achieve your objectives and work with you to optimise and manage your plan.

AustraliaWide Financial Planning can assist you with:

Contact us today to discuss how we can work together: (03) 8672 8476 or email us at admin@awfp.com.au

Superannuation

The Australian Superannuation system is one of the most advanced and complex in the world. Not only is it inherently complex, but the legislation surrounding it continues to change. No wonder Australians, just like you, find it difficult to understand how it relates to them and how to use superannuation to maximise their retirement nest egg.

So many questions:

These are just some of the questions we find solutions to for clients every day. Superannuation is not simple, but together we can develop a strategy to ensure your superannuation is properly structured with a strategy to get you where you want to be in life.

The income you have available for your retirement will depend on factors such as your accumulated assets and expectations about your lifestyle in retirement. Unfortunately for many, simply relying on employer contributions may not be enough and you may need to look at strategies such as additional contributions or salary sacrifice.

It is always best to start saving and planning for your retirement as early as you can. AustraliaWide can help you implement the right strategies to help you achieve your long term financial objectives.

Contact us today to discuss how we can work together: (03) 8672 8476 or email us at admin@awfp.com.au

Retirement Planning

Planning for your retirement

More and more people are realising that it is essential to plan well for their retirement.

It’s not just thinking about what to do with your money when you retire but how to maximise what you will have when you begin your retirement. To achieve this goal requires quality advice in the years leading up to retirement, the more the better. Time is needed if various strategies are to be implemented to make the most of your earnings in the pre-retirement period. The longer you plan for retirement and employ professional assistance then the greater the chances that your goal of a happy and prosperous retirement can become a reality.

Giving yourself enough time to plan your retirement is imperative but doing it right is even more so. There are many complex considerations to be managed and it is our job to ensure that your retirement goals and objectives can be met.

A wealthier retirement

Our approach to retirement planning is precise, methodical and generally involves:

Contact us today to discuss how we can work together: (03) 8672 8476 or email us at admin@awfp.com.au

Self-Managed Super Funds

Self-Managed Superannuation Funds (SMSFs) offer a good strategy option for many individuals, families and small business owners to build tax effective wealth and to protect assets over time. SMSFs are becoming popular for those who are ready to take control of their own super investments as they give you ultimate control and flexibility to manage your retirement benefits.

It must be noted though, that you will have increased responsibilities as a trustee of the fund. As a SMSF Trustee you need to keep up to date with all required regulations and keep up with the fast paced financial markets.

AustraliaWide can work with you to understand your personal financial situation and decide whether a SMSF structure is appropriate for you. We will also make sure your assets are invested in the most effective way to maximise your retirement benefits.

Should you wish to consider establishing a SMSF then we can help with:

Contact us today to discuss how we can work together: (03) 8672 8476 or email us at admin@awfp.com.au

Risk Insurance

What is insurance?

Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income.

Everybody’s circumstances are different, but insurance is important for everybody. Your need for insurance will change as you move through the different stages of your life.

There are many different types of insurance, and we can help you find the right level of protection for your needs.

What types of insurances are there?

There are many types of insurance. Car or home/contents insurance allows you to insure your belongings. Personal insurance policies enable you to insure yourself and your ongoing wellbeing.

Personal insurance provides protection against sickness, injury and death, and includes:

While insurance doesn’t remove the risk of something going wrong, it provides you and your family with protection and financial security if something does happen.

The amount of insurance you need is affected by:

We understand that it can be difficult determining the type and level of cover you might need, let alone choosing an insurer. We can assist by helping you determine your needs and recommend an insurer that is right for you.

Contact us today to discuss how we can work together: (03) 8672 8476 or email us at admin@awfp.com.au

Financial Videos

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer, or contact us if you require a username and password.

General Calculators

Useful Links