Financial Planning

“A goal without a plan is just a dream”

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

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.​​​

 

We specialise in

  • ​Wealth Creation

  • Investment management

  • Superannuation management

  • Retirement Planning

  • Protection Strategies

Please ask us for a free, no obligations appointment planning@thanegroup.com.au or 0437 922 211

Credentials ​ -  Andre Thane
Advanced Diploma of Financial Planning (Adv Dip. FP)
James Andre Thane AR No. 320345
Thane Financial Planning Pty Ltd AR No. 424655
Authorised Representative of
Wealth Today Pty Ltd AFSL 340289

Disclaimer:

This website is published by James Andre Thane 320345 and Thane Financial Planning Pty Ltd 424655.  James Andre Thane 320345 and Thane Financial Planning Pty Ltd 424655 are authorised representatives 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 consideration 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.