Holistic Financial Planning
153-165 Henley Beach Road, Mile End, South Australia 5031
About the Business
Welcome to Holistic Financial Planning, your strategic specialists in financial planning advice. Located in Mile End, Henley Beach Road, our establishment is a point of interest for those seeking retirement and investment guidance in Australia.
At Holistic Financial Planning, our primary goal is to help you take control of your financial situation and provide clarity to navigate through life's big changes. We understand that every individual has unique goals and aspirations, which is why we take the time to get to know you and build a tailored strategic plan. Our aim is to give you the confidence and ability to achieve your financial goals.
We believe in keeping our clients informed and up to date with the latest information. That's why we encourage you to visit our website and read our weekly blogs. By clicking on the link below and liking our page, you can stay connected and enjoy insightful articles on various financial topics.
Life is a journey, and we are here to accompany you every step of the way. From educating you about financial planning to guiding you through major life changes, we strive to keep you on track and updated as you move through different stages of life. With a focus on wealth creation and tailored strategic financial planning advice, our aim is to help you achieve the financial security you seek.
We understand that planning for the future can be challenging, which is why we are here to help you find answers to those hard questions. What will your life look like in 10, 20, or 30 years? When will you be able to retire securely, and how can you plan for it? Are your funds appropriately invested, and is your super fund right for you? These are the questions we can help you answer.
Don't navigate your financial journey alone. Our dedicated financial planner, Cathy, is known for her integrity, calmness, and professional guidance. With her expertise, you can have peace of mind knowing that you are receiving outstanding financial advice in a volatile and uncertain world.
Shaun Johnson and Cathy Shimmin, of Shimson Investments Pty Ltd T/A Holistic Financial Planning, are Corporate Authorised Representatives of Matrix Planning Solutions Limited. We operate under ABN 54 084 227 421 and hold AFSL & ACL No. 238256.
Please note that the information provided on this website is intended to offer general information only. It has been prepared without considering any particular person's objectives, financial situation, or needs. Before taking any action based on the information provided, we recommend considering its appropriateness in relation to your personal objectives, financial situation, or needs.
Take control of your financial future with Holistic Financial Planning. Contact us today to schedule a consultation and start building a secure financial foundation for yourself and your loved ones.
Photos
Contacts
153-165 Henley Beach Road, Mile End, South Australia 5031, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
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