(08) 6258 5610 consultant@aataxandfinance.com.au

Why Plan with AA?

‘Planning Today for Tomorrow’

AA Financial Planning is a member of the Australian Financial Planning Association (FPA) Professional Practice, demonstrating its commitment to strive for the highest professional and ethical standards in the industry. Our adviser is a Certified Financial Planner®.

At AA, we understand that your financial well being contributes greatly to your happiness in life. And we wish you to have no less than a happy life.

Apart from providing you with technical knowledge, our honest financial advisers provide you with fresh pairs of eyes, evaluating your financial affairs – objectively, holistically.

And since we prefer to operate on a fee-for-service model, you can be rest assured that the advice given will only be personal and in your best interest.

No matter what circumstances, we are here to help you achieve your goals, and supporting you throughout the journey.

‘Alice: Would you tell me please which way I ought to go from here?

Cat: That depends on a good deal on where you want to get to.

Alice: I don’t much care where..

Cat: Then it doesn’t matter which way you go.’

Lewis Carroll, Alice in Wonderland


Our mission is to help you:

√   find and take advantage of any financial opportunities available to you in your present circumstances;

√   find your peace of mind: achieve clarity and certainty that you are sailing safely towards financial security;

√   achieve better health, physically and emotionally; and

√   find your purpose and self-fulfilment, allowing you a freedom of self expression in life.

Read our Financial Services Guide here:

AA FSG – V7.1 – 20 April 2017