Five Pillars Financial Planning Pty Ltd

About

Build your prosperity on our five pillars

Five Pillars Financial Planning can help you to:

- Improve how you organise your financial arrangements so your money works harder for you

- Access financially beneficial concessions and strategies that are available to you

- Identify the best plan of action for you to take to help you achieve your personal goals

and much more

Since we began in 1988, we have helped hundreds of clients to clarify, organise and significantly improve their financial situation. We've developed a high degree of technical capability and insight into financial strategies that offer security and growth to our clients over the long term. These strategies can boost income, reduce tax and increase assets substantially.

Five Pillars is an independently owned, boutique financial planning business that is not aligned with any financial institution. This means that when we make a recommendation, we can do so from a wide range of financial options drawn from throughout the market. It also means that our advice is determined solely by what is in the best interests of our clients. We hold our own Australian Financial Services Licence, AFSL 314889 and are based in Rhodes in Sydney's inner west.

Are we the right planner for you?

We find that our services are best suited to clients who have a household income of $150,000 p.a. or more, and who are interested in obtaining expert advice to make the most of their income and financial assets.

How we work

We help you clearly identify where you stand right now and where you want to head. Our broad and thorough understanding of the financial services environment means we can create an effective strategy that harnesses the best of what your circumstances and the market has to offer.

At Five Pillars, we believe that when you have a clear vision of what you're striving for, a reliable plan of action, a dependable resource for guidance, and the discipline to see it through, financial success can be yours. And we're here to help you every step of the way...

Customised accountancy and tax services

The team at Five Pillars Accounting & Tax Pty Ltd (ABN 90 423 741 421) has many years experience in helping clients to improve their financial position through sound accounting and taxation advice.

Five Pillars Accounting & Tax offers proactive accountancy services designed to identify opportunities to improve income or to make savings. We also can act as a sounding board for ideas you may be considering that have a bearing on your financial situation.

With significant expertise in guiding and advising businesses of all sizes, Five Pillars Accounting & Tax has valuable commercial insights into strategies to create real improvements in our clients' situations. We are also highly competent in accounting and taxation services for individuals with investment portfolios in shares and property, and self managed super funds.

The team at Five Pillars Accounting & Tax has a thorough understanding of the various wealth management strategies used by Five Pillars Financial Planning Pty Ltd.