Planning

PLANNING

Thane Financial Planning

At Thane Financial Planning we believe that Financial Planning should be available to everyone, no matter their financial situation.
It is our mission to provide everyday people with extraordinary advice at an affordable price, we pride ourselves on the ongoing relationships that we maintain with our clients and continual support to achieve their goals and work towards a financially sustainable future.

‘A Goal without a Plan is just a dream’

At Thane Financial Planning our first job is to listen, we want to find out as much as possible about you, we want to know where you are now, what are you good at and where do you think that you can improve, most importantly we need to know your dreams and aspirations, after all your dreams are our goals.

Once we have a good understanding of your current situation and your future goals then we are now able to create a personalised strategic plan which will help set you on the right journey to achieving your financial dreams.

Like any journey, it is important to make sure year after year that you are on the right course. Continually reviewing your situation provides you with the confidence that you are on your way to achieving your goals or allows for you to make any changes along the way, after all, we know life may not always go to plan.

We specialise in

  • Wealth Creation
  • Investment management
  • Superannuation management
  • Retirement Planning
  • Protection Strategies

‘After all you are here to make a life, not a living’

Credentials

Andre Thane

Diploma of Financial Planning (Dip FS (FP))

Authorised Representative of Wealth Today 340345

 

Riechanne Dick

Diploma of Financial Planning (Dip FS (FP))

Authorised Representative of Wealth Today 463139

 

Wealth Today AFSL 340289

Thane Financial Planning Authorised Representative 424655