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Financial Planning

ABN: 40 140 805 410

“A goal without a plan is just a dream”

“After all you are here to make a life, not a living"

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At Thane Financial Planning we believe that Financial Planning should be available to everyone, no matter their financial situation, therefore we provide this service at no cost to you.

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.

 

At Thane Financial Planning our first job is to listen, we want to find out as much as possible about your financial situation, 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, helping you achieve 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.​​​

Our Specialties

Planning Team

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Ask us for a free, no obligations appointment

FAQ's

How much do you charge for an initial consultation?

Your first consultation is generally free of charge however it is best to call through for an appointment to gauge what the overall cost would be. We generally find we are cost-effective in comparison given our company has an economy of scale.

Do you handle retirement planning?

Yes we do, we specialise in superannuation management for all ages

Can we do SMSF advice?

We can do SMSF advice however we like to work with your accountant before we advise on any investment and the investment has to be of a standard range e.g. shares, property, bonds, ETF’s, managed funds. We don’t advice on collectable and other unusual investments

This website is published by James Andre Thane and Thane Financial Planning PTY Ltd.

James Andre Thane AR No. 320345 and Thane Financial Planning Pty Ltd
AR No. 424655 are authorised representative of Wealth Today Pty Ltd (ABN 62 133 393 263) AFSL 340289

The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of [Corporate Authorised Rep name] Pty Ltd, [Licensee] Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time [Adviser name] [and/or] [CAR name] Pty Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

James Andre Thane AR No. 320345
Thane Financial Planning Pty Ltd
AR No. 424655
Authorised Representatives of
Wealth Today Pty Ltd AFSL 340289

James Andre Thane ACL 393186
Thane Finance Pty Ltd

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