Free consultation.
Is your family protected in case of accident or illness?
Did you know you can own insurance in super?
Titan Financial Planning
Personalised financial advice.

Titan Financial Planning provides holistic financial advice to those ‘accumulators’ who aim to grow and protect their wealth. We do this by providing planning solutions that cover all aspects of a clients
finances.

Creating wealth
Strategies to create wealth, tax effectively. This includes investments both inside and outside super.
Managing finances
Strategies to make managing everyday finances simpler, such as budgeting and account structures
Reducing debt
Debt reduction strategies.
Plan B
Creating a ‘Plan B’. This includes making sure that insurances are appropriate and structured effectively. This also includes estate planning.

The financial planning process doesn't stop there.

We have built a platform based on technology that keeps our clients in touch with their plan and provides an education platform available at all times. This includes an interactive client portal and our Titan Wealth Projector

Client portals.

Wealth Central

Titan Money Management Centre
Testimonials.

Sharmila Peres da Costa

I just wanted to thank you for your consistently savvy, yet straightforward, no-nonsense and simple approach to financial planning and for your genuinely friendly, personable and engaging service. It is always a pleasure to deal with you and with your guidance, planning for my financial future is no longer the daunting, overwhelming task it once was, but rather has become a subject of interest for me.

Brooke Turner

Just had a read through the report and wow things look really good, so I’m really happy. Thank you again for doing such an amazing job with all my financials, really appreciate it.

Belinda and Janelle Tonkin

I would like to say thanks for the advice given to us around investing money for our son’s future. We have had $8000 sitting in a saving account for him for over 12 months and not really given any thought into investing it for him. More to the point we were not aware of what was available, since meeting with you both and discussing our options I am so surprised and excited to express our appreciation. He’s made rapid growth in such a short amount of time and I’m confident that in the long term this is the right decision to make.
Thanks again for all your help, it’s encouraged us to make a decision!

Kasey and James Thompson

I’m very glad we have Titan’s support also. Getting income protection insurance was a very wise thing to do. Without it we would have been in a very bad place financially. Having you guys here to help us along the way has had a calming effect on me. Thanks for all your help and continued support. James and I really appreciate it.

Titan Wealth Projector

Wealth Projector

If you are not a current client and would like to explore and create your very own Wealth Report, click on the link below.

Simply answer a few questions about you and your finances, and in just 10 minutes, you’ll have a personalised snapshot of your financial situation – with our compliments.

If you wish to enquire about our Financial Knowledge Centre or our service that we provide to clients, please do not hesitate to contact us.

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