We help people achieve financial success
Join us on your personalised wealth journey
Superannuation and Retirement Planning
Do you know how much capital you need to retire on? Do you have a timeframe and a capital target that you are working towards?
Self-Managed Super Funds
Some individuals prefer to have greater control of their Retirement / Superannuation monies. A Self Managed Super Fund is a great vehicle for this. SMSFs are easily administered with the right help.
Personal Risk Insurance
We work closely with a number of companies to ensure that we can provide you with insurance that is best suited to your needs and adequately covers you for unforeseen circumstances.
What we Offer
The team at P3 Financial Planning is diverse, and happy to help with any of your financial planning needs.
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About Us
Welcome to P3 Financial Planning. P3 Financial Planning caters for all your business and personal financial needs, including Financial Planning, Superannuation and Retirement planning, Self Managed Super Funds, Wealth Creation, Personal Risk Insurance and Financing.
P3 Financial Planning exists to provide integrated financial solutions to all generations of families and businesses enabling them to make fully informed and timely decisions so that they achieve a better financial future.
Why P3 Financial Planning?
Plan
Everyone needs financial planning, and we’re here to help you make the best of your finances.
Provide
We work with you to educate you about financial planning through our Pathway to Wealth program.
Prosper
Time to put your feet up, and enjoy the fruits of your financial success.
Testimonials
People who have achieved financial success.
Jim assisted us to preserve our retirement funds by a balanced approach to income. He attended our first Centrelink Meeting to show us the lay of the land. We would not hesitate to recommend Jim to anyone
Frank and Patricia — Retired, 68
Jon I am certainly impressed so far with the level of growth and the swift action taken from time to time. This gives me great confidence that we have taken the right decision to go to the SMSF and to involve your company. Keep up the good work!
David – 58
Jon, Jim and team, I would also like to thank you very much for all your help and kindness through this year. You don’t know how much I appreciate all that you have done.
Georgie — 63
Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!
Michael and Rebecca — 40, and 38
Helping people achieve financial success.
Contact Us
Want us to get in touch with you? Just submit your details and one of our team will be in touch shortly. You can also email us if you’d prefer.