We Can Help You Determine The Strategy To Get What You Want.

The right advice - right when you need it.

At Voyage Financial, we believe that life begins when money is removed as a source of motivation or fear.

 
Life isn’t about superannuation, it’s got nothing to do with mortgages, and it certainly shouldn’t be about negative gearing. Life is about what you make of it. It’s the experiences that you create and the people you meet along the way that count most.
 
That’s why at Voyage Financial, our Financial Planning Service works differently to most other Planners. We want to be able to educate a client about their finances, to teach and structure their finances in a way that removes bad habits. We always ensure our advice is simple to understand, we’re not in the business of confusing clients with complex strategies. We are in the business of helping clients achieve the outcomes that matter to them.
 
Our Advice Framework
 
Our advice is provided using a carefully constructed Advice Framework. This means that we don’t rush to sell financial products. Rather, we work through your Financial Foundations to ensure that when the time comes to start looking at investments, superannuation or buying your first home, you know that you are in a safe and secure position to do so. Of course, when that time is right, we will be with you every step of the way to make sure that you make the best of each opportunity.
 
Our Fees
 
Our fee structure is something that we are really proud of. We don’t hide behind the fees that we charge because we know the value we offer our clients. We offer a Fee for Service model, with no hidden fees around the corner, and we don’t take any fees or commissions from your investments, ever.
 
Our success as a Financial Services business is driven by our clients success. You deal with the owners of the business and not someone who’s trying to meet sales targets. We feel thats important.
  • Cashflow & budgeting
  • Life Insurances
  • Superannuation review
  • Investment & portfolio growth
  • Estate planning
  • Life stage planning

The plan of engagement for our planning services

Click one of the orange 'enquire' buttons

Click an orange button. You’ll be given several options to book in a 15-20 minute phone call. We’ll also ask you how we can help.

We call you

At the time you nominate, we’ll call you and spend some time getting to know you and what you’re wanting to achieve.

We meet

If we think it makes sense to proceed, we’ll schedule a longer, more in depth advice and strategy session either via video conference or in our office.

Advice

We’ll clearly lay out the outcomes, advice expectations, fees and timeline for work we think we can help you with.

A Few of Our Clients

Talia and Alex James

Nadine and Richard Chilton

Ahmad Fleyfel

Andrew and Kristin Sattell

Sam and Owen Walsh

Nathan Burcham