Fleming Financial Planning is an ASTRUM AWARDS 2023 Finalist
The team at Fleming Financial Planning are pleased to announce we have been selected as a finalist for the ASTRUM Awards Small Practice of the Year.
We are honored to be recognised among three outstanding businesses in the industry of financial planning. This nomination reflects the dedication and hard work of our entire team, as well as the continued support of our valued customers and partners.
The ASTRUM Awards recognizes excellence in innovation of advice and celebrates practices that go above and beyond in all aspects of the advice journey.
Thank you to the ASTRUM for considering us for this incredible honour, and thank you to our clients, partners, and community for your ongoing support. We look forward to the awards ceremony and the opportunity to celebrate with our fellow nominees.
Grow Your Wealth
We work closely with you to understand and consolidate your current financial position, identify opportunities for growth and create a plan to put you in the best position now, in retirement and through the life stages in between.
Protect Your Wealth
There are many considerations to take into account to protect your personal wealth and your business as they grow. So when life and business throw curveballs, your can feel confident you’re protected.
Enjoy Your Wealth
You’ve worked hard and it’s time to enjoy the fruits of your labour. In this stage of the financial planning journey we guide you to use and access your money in the best way to support your lifestyle.
What is Financial Planning?
Financial planning means different things to different people. Some see it as investment advice while others believe it’s all about tax strategies, or help with budgeting and insurance.
The reality is financial planning is all of these things, and more. It’s a comprehensive service aimed at helping you understand your current position, make sound financial decisions and take control of your finances.
Many people have a gap between where they are today and the lifestyle they’d like to enjoy. This gap creates a feeling of uncertainty. Financial planning advice helps you bridge that gap and take action to create the life you want.
It does so by understanding your needs and objectives, and giving you a financial plan based on your particular lifestyle goals and personal situation.
Your financial situation is different at different life stages, and is very different to the next person. Fleming Financial Planning tailors a plan for your unique circumstances, and supports you through each stages as you grow, protect and enjoy your finances.
Jason has been our Financial Planner now for almost 10 years. We have always appreciated his approach to the way that he provides us with financial advice which is: honest, direct, informative and personable. He is always available when we need him and he maintains contact with us on a frequent basis. We like this as we will often forget to review our position each year so knowing that we can rely on Jason gives us peace of mind.
I’ve been with Fleming Financial Planning for over a decade. During this time my financial position has been monitored periodically. Any matters that needed to be addressed were dealt with promptly by the friendly and courteous staff.
We would love to talk to you about your financial situation and how we can support you in reaching your goals.
To book a free consultation please contact us via our phone or email below or fill in the form and we’ll get back to you as soon as possible.