Financial Planning What to Expect

“If you could achieve your financial goals by simply putting your money away in the bank, you wouldn’t need a financial plan.” Financial Planning Association of Australia

A Financial Planner can help you reach your goals even if retirement seems a long way off. The younger you start planning, the more likely you will be to achieve financial independence and peace of mind.

With you along the way

At Fisher Financial Group we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work,
we can help.

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Fisher Financial Group at NARROGIN, we help to make navigating aged care easier for you and your family…. Click to find out more

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.

Why Choose Us?

At Fisher Financial Group, our philosophy is to listen and learn so that we can provide you with an educated and individually tailored solution that is professional, logical and workable. It is important that we take the time to gain an in-depth understanding of your personal, family and financial situation, along with your plans for the future. Only then would we feel confident in providing you with a strategy to assist you in achieving those goals.

It doesn’t stop there…life has a tendency to throw us unforeseen circumstances. This means that your journey may change its course unexpectedly. We will be there to work with you to support and help get your goals back on track.

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

Meet Our Team

What Our Clients Say

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Sally Samuels

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Peter Parker

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