O'Neil Financial Planning 231 Balcatta Road, Balcatta, Western Australia 6021

Welcome to O'Neil Financial Planning, located at 231 Balcatta Road in Balcatta, Australia. As a fully qualified Financial Planner with over 20 years of experience, I have dedicated my career to helping individuals and families plan and prepare for their future.

No matter who you are or what your current situation is, it is never too early to start planning for your future. I encourage you to come and talk with me about your goals and aspirations. Together, we can create a comprehensive plan that utilizes your resources to achieve the outcomes you desire.

At O'Neil Financial Planning, we pride ourselves on our extensive education and over 30 years of experience advising clients through various economic, investment, and political environments. We have a deep understanding of financial, investment, debt, and tax strategies that will protect and grow your wealth.

What sets us apart is our commitment to understanding your individual needs and goals. We take the time to listen and ensure that the decisions we make align with your desired outcomes. Our goal is to provide you with peace of mind and guide you on the path to financial success.

In addition to general financial planning services, we specialize in retirement planning. Many of our clients have expressed regret for not starting their retirement planning sooner. Don't wait until it's too late. Let us help you create a solid retirement plan that will give you the peace of mind you deserve.

We also offer expertise in aged care planning. It's important to consider your aged care plan before a medical event forces you to make decisions in a hurry. Our team can guide you through the process and ensure that you and your family are prepared for any future care needs.

As a member of the Financial Planning Association, we are dedicated to representing the interests of the public and Australia's professional community of financial planners.

Please note that the information published on this website is for general information purposes only and should not be considered specific advice. Before making any investment decisions, it is important to consider your individual investment objectives, financial situation, and needs. We recommend obtaining and reading the relevant Product Disclosure Statements before proceeding with any financial product purchases.

Don't wait any longer to start planning for your future. Contact O'Neil Financial Planning today and let us help you achieve your financial goals.