Financial Planner Baldivis

Phone: 08 9524 2529

We Start With Your Dreams and Work From There!

What We Do

Most families that we speak to say they're so flat out getting the kids to school and sports or trying to juggle the bills, that they don't have the time or energy to have a deep and meaningful conversation and to plan ahead. They say they want to be able to:

  • get out of the endless cycle of paying bills and to finally start saving some money
  • protect their families financially after they’re gone
  • support their children through to university
  • take some holidays
  • enjoy a stress-free retirement
  • manage the chaos of day-to-day life by gaining more control of their finances so they feel more confident and less anxious.

Imagine setting new goals, being shown how to reach these goals, with the right coaching and support so you stay on track.

6 Reasons to Partner with Us

  1. Your dreams become our dreams: Name the lifestyle you want to live and your financial goals and priorities, even the ‘crazy’ ones. We treat them seriously and we help you to make them happen.
  2. Your realistic personalised plan: Your financial planner develops a customised plan that focuses on your specific goals along with financial objectives that would get you to your destination sooner.
  3. Your new, effective alternative solutions: Expected outcomes are carefully explained to give you full confidence before we set you off on the best pathway for you to achieve your life goals and dreams.
  4. Your financial support team for life: As your financial plan starts rolling, we proactively support you through all the different milestones.
  5. You remain in full control of your financials. With strategic advice a phone call away, confidently monitor your surplus cash flow yourself. Don’t worry, we hold you accountable and help you take advantage of any surplus.
  6. Our success rate: Rest assured, we do whatever it takes to help you. Our clients will agree. Their testimonials back this up.

Do you dream you could…?

  • Enjoy an early, flexible retirement
  • Spend more time with your family
  • Take some holidays
  • Give back to charities and donate your time
  • Build your dream house
  • Afford the best education for your kids
  • Offer the best care for your ageing parents
  • Have all your financials sorted and ticking along

Consider possibilities you may never have dreamt of. Imagine making more confident financial decisions, and reducing your stress so you can sleep at night. Be exposed you to strategies that boost your surplus income, giving you more choices in life.

Who We Help?

We help frustrated individuals and families find clarity and reach their financial long-term goals faster… and easier than they could on their own.

We help families who want to help themselves and who are prepared to roll up their sleeves to get results.

Do you see yourself in one of the groups below?
You’re in your 30s or 40s and dream to:
  • Set up a savings plan and strategies for using any surplus
  • Move into your own home
  • Start a family
  • Send the kids to the best schools, unis and activities
  • Enjoy a great lifestyle and spend money when you want
  • Have your savings, insurance and superannuation sorted
  • Plan an early retirement and set funds aside for the kids
  • Have a financial coach or mentor you can rely on
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Or you’re in your 50s and can’t wait to:
  • Start a business to grow your wealth
  • Get rid of your mortgage and debts
  • Sort out a Plan B so retirement isn’t reliant on super
  • Set up a family protection plan before it’s too late
  • Activate your bucket list
  • Get out and smell the fresh air with your loved ones
Or you’re in your 60’s and are stressing because:
  • You realise you don’t have forever until retirement
  • Retirement and superannuation are so confusing
  • You don’t know how much you’ll have in retirement
  • It’s not clear how long your money will last
  • You fear you won’t be able to do what you plan to do
  • You don’t know how to protect yourself so you don’t lose the lot!
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You know, it’s possible to grow wealth and secure your future… if you had the knowledge, skills and time to plan and look after your finances.

We’ve seen many individuals and couples struggle with these issues, which is why we developed our services to not only allow us to make promises that things can get better, but so we’re able to set realistic goals that would make your dreams reality.

Our Promise

Our mission is simple: To teach you how to prepare for your future and your kids’ future by planning and spending your finances the right way. By sharing our strategies, we show you how to nurture your savings and superannuation, as well as get the most from your income and retirement.

We cannot guarantee any investment. However, what we do is have an open and honest conversation with you so you fully understand any investment risks.

You become our focus. Our advice is based on what you want to achieve. We’re always working in your best interest:

  • Fees are set up front, eliminating any nasty surprises.
  • Receive the support to get your financial ducks in a row.
  • You’ll be in the know as we keep you well informed.
  • No pushy sales tactics and advertising.
  • If we don’t have all the answers, we’ll investigate for you

Yes, perhaps with internet you could do a lot of the planning yourself, but here’s the scary part: You’ll be playing a lot of hit-and-miss. You’ll be too busy to complete tasks such as consolidating your super. The longer you wait to set your retirement plan, the more complex it will get. And you could be pouring a lot of money through the wrong life insurance package. It’s best to have all the answers up front.

As we’re members of the Financial Planning Association of Australia, you can trust that we have ticked all their boxes: we have satisfied their education, experience and ethics requirements and are committed to abide by their Code of Professional Practice, including Code of Ethics, Practice Standards and Rules of Conduct.

Meet The Team

Mark Chaston

With 12 years in the industry listening to clients needs, supplying services and seeing the results it means I have honed my skills to be able to give up to date practical and legally sound financial solutions that meets the clients expectations.

Jodi Kirby

Para-planner, Mum, cook, animal enthusiast. Jodi has over 15 years’ experience in financial planning, supporting planners in Queensland and WA. Jodi’s passion is getting into the detail of technical strategies and compliance.

What Other People Say About Us

I met with Mark recently and was pleasantly surprised by the “No Selling” approach. I thought we were all covered and everything in place until Mark pointed out a couple of areas I may wish to think about. It didn’t take me long and I appointed Mark to put a Trauma / Death Policy in place for me. I am so glad this has happened and would highly recommend Mark to anyone looking to check their financial situation or insurances. Thanks Mark I will be doing the policy for my daughter soon also… Read more
Theresa B, Hammond Park

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Contact Us

Address: 68 Huxtable Terrace, Baldivis WA 6171
PO Box 4172, Baldivis, WA 6171
Phone: 08 9524 2529
Mobile: 0419 275 598
Fax: 08 6230 5275