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Financial Planning Service


Take control of your financial future with professional financial planning services in Burwood. Let our experienced advisors guide you towards financial success, tailored to your unique goals and aspirations.

Why choose our financial planners in Burwood, Australia?

There are compelling reasons to collaborate with us:

Thorough Assessment of Your Financial Status

We begin by evaluating your current financial situation before devising plans and strategies to enhance your wealth. Understanding your capacity to save and invest is crucial. Through this assessment, we gain insights into your income and determine if it aligns with our recommended savings and investment plan.

Ease and Convenience

We strive to make the process as effortless as possible. Discover that achieving your financial goals is within reach and not as daunting as it may seem. We alleviate the stress of navigating between different banks for investments or savings, streamlining the process for your convenience.

Transparent and Inclusive Approach

We believe in fostering transparency and inclusivity in our financial planning service. Throughout the journey, we keep you informed and involved, ensuring you have a clear understanding of the investment or savings decisions we make together. Your active participation and awareness are key to building a solid financial future.

Fixed Prices and Transparency

In addition to financial planning, we offer a range of services to cater to your needs. Rest assured that the agreed fee remains fixed, providing you with peace of mind. Our commitment to transparency means that every payment made is duly accounted for, and there are no hidden costs or surprises along the way.

We are dedicated to provide timely service and quality whilst adapting with the times to offer our clients innovative solutions.

    Our Prominent Services Include:


    Saving Plans for Life Goals and Significant Expenses

    Realising your dreams, such as owning a city house, a countryside retreat, or going on memorable family vacations, is possible with the guidance of reliable and professional financial planners like us. We develop comprehensive plans encompassing saving, budgeting, and strategic investments to transform your goals into tangible realities


    Retirement Planning

    We specialise in securing a promising future for you after retirement. While the Age Pension has its limitations, we empower you with knowledge about superannuation, enabling you to save and invest wisely for your retirement. Our expertise ensures you have the means to provide a comfortable life for yourself and your loved ones during this important phase of life.


    Emergency Funds Planning

    Nobody likes to face unforeseen emergencies unprepared. By entrusting your finances to us, we assist in optimising your savings, investments, and budgeting. Simultaneously, we help you create a contingency fund to handle unexpected situations confidently. With our financial planning services, you can confront emergencies head-on, alleviating the need to rely on borrowing from friends and family. Choose our financial planning services in Burwood, Australia, and embark on a journey towards financial security and the realisation of your aspirations.

    Personalised Financial Guidance for

    Burwood Individuals and Families

    At Future Needs, we understand that everyone’s financial journey is unique. That’s why our dedicated team of financial advisors in Burwood is committed to providing personalised guidance tailored to your specific needs and goals. Whether you’re an individual or a family, our comprehensive approach ensures that we take into account your current financial situation, future aspirations, and risk tolerance.

    Our Burwood advisors will work closely with you to develop a customised financial plan that aligns with your objectives. We offer a range of services, including budgeting, investment strategies, retirement planning, tax optimisation, and more. With our expertise and knowledge of the local Burwood market, we can help you make informed financial decisions that pave the way for a secure future.

    Financial goal planning

    Cash flow management

    Risk assessment strategy

    Investment portfolio optimisation

    Navigating Your Financial Journey with Our Burwood Advisors

    Embarking on your financial journey can be overwhelming, but with our experienced Burwood advisors by your side, you can navigate the complexities of financial planning with confidence. We understand the importance of setting clear goals and creating a roadmap to achieve them.

    Our Burwood advisors will assess your current financial situation, analyse your income, expenses, assets, and liabilities, and help you develop a strategic plan to optimise your financial well-being. We will guide you through key milestones such as buying a home, saving for your children’s education, planning for retirement, and more.

    With our deep understanding of the local market and regulatory landscape, we stay up to date with the latest financial trends and opportunities in Burwood. Our proactive approach ensures that we adapt our strategies to changing circumstances, so you can always stay on track towards your financial goals. Trust us to be your dedicated partner as you navigate your financial journey in Burwood.

    Top Melbourne Financial Planning Services

    Discover, apply, choose

    We are dedicated to provide timely service and quality whilst adapting with the times to offer our clients innovative solutions.


    Seeking financial planning services in Burwood offers numerous benefits. Our experienced advisors have in-depth knowledge of the local market and can provide tailored guidance based on your unique financial circumstances and goals. We help you make informed decisions regarding investments, retirement planning, tax optimisation, and more, ensuring you’re on track to achieve financial security and peace of mind.

    Regular reviews of your financial plan with a Burwood advisor are essential to keep your strategies aligned with your changing goals and circumstances. We recommend reviewing your plan at least annually or whenever there are significant life events such as marriage, birth of a child, career changes, or major financial milestones. These reviews allow us to make necessary adjustments, optimise your plan, and ensure you’re on the right track to meet your financial objectives.

    Yes, our Burwood financial planners can assist you with debt management strategies. We analyse your existing debts, such as credit cards, loans, and mortgages, and create a plan to efficiently manage and reduce your debt burden. Our advisors can recommend debt consolidation options, negotiate with creditors on your behalf, and develop a repayment plan that aligns with your overall financial goals. With our guidance, you can regain control over your finances and work towards a debt-free future.