Would you like to retire with $1,500/week?

Wondering how some Australians manage to retire with a Super balance that dwarfs the national average? It’s not secret knowledge.

 

The problem is that most Australians remain unfamiliar with the Superannuation system, what strategic options are available, and how to make a significant difference in their retirement savings in a short time.

 

To avoid spending 20-30 years living in “retirement poverty,” we must address the Super crisis – and that starts with knowledge of the essentials.

Our fully licensed financial planners will craft a personalised plan to put you on the path to wealth.

Our Services

Financial Planning

Comprehensive advice on superannuation, pensions, investments, insurance, wealth creation, business structures, and tax strategies.

Estate Planning

If you have a “Non-Binding Death Nomination,” your super may NOT go to your loved ones. Ensure your assets are passed on as intended.

Home Ownership

Guidance on first homes, mortgages, and government schemes. Explore property investment within Self-Managed Super Funds (SMSF).

Retirement Planning

We will create you a Retirement Plan based upon your personal goals and show you what you need to do between now and then to be comfortable for the rest of your days.

Tax Planning

Our fully qualified advisors offer tax minimisation strategies, including deductions, business structure changes, and more.

Insurance

Life insurance, total permanent disability, and income protection can all be paid out of your super fund with no out-of-pocket costs to you.

Financial Planning

Comprehensive advice on superannuation, pensions, investments, insurance, wealth creation, business structures, and tax strategies.

Estate Planning

If you have a “Non-Binding Death Nomination,” your super may NOT go to your loved ones. Ensure your assets are passed on as intended.

Home Ownership

Recently made redundant? Let’s discuss setting up a superannuation pension and how to maximise your funds over the long term.

Life-Changing Events

Recently made redundant? Let’s discuss setting up a superannuation pension and how to maximise your funds over the long term.

Tax Planning

Our fully qualified advisors offer tax minimisation strategies, including deductions, business structure changes, and more.

Insurance

Life insurance, total permanent disability, and income protection can all be paid out of your super fund with no out-of-pocket costs to you.

Fix My Super

Worried you won’t have enough money for retirement? Fix My Super specialises in helping Australians at any stage of their retirement journey to solve all of their Superannuation problems. Book a “Worry-Free Retirement Analysis” today.

About Us

We believe that relying on just one financial skill set or viewpoint is limiting. Truly exceptional outcomes come from combining insights and experiences from various domains and specialties.

Why Choose Us?

Strategic Thinkers

Holding capabilities in accounting, tax, insurance, investments, asset protection, business advice, retirement planning, and wealth management, we’re able to see the bigger picture and offer insights beyond your typical accountant.

Independent Financial Advice

We are not attached to any bank or industry provider. Our advisors can give holistic financial advice on all types of superannuation funds based on what’s best for your needs.

Fully Accredited

We are fully licensed financial advisors and will provide you with evidence of our credentials including our Australian Financial Services License.

The 5-star Google rated financial planners

Mick Carew
Mick Carew
2023-10-12
11 out of 10
Yvette Reiser
Yvette Reiser
2023-09-23
Cameron and his team go above and beyond to advise you on the best financial path to help you reach your goals.
Steve Savage
Steve Savage
2023-09-21
When we turned to a financial advisor for assistance with superannuation we were impressed and delighted to have Cameron at Essential Planner make the choices we couldn't. Confidence is key and we have been very happy with his guidance to date.
Natalie Hue'ge de Serville
Natalie Hue'ge de Serville
2023-08-19
Having Cameron as a financial planner has been a blessing, he has gone above and beyond to help my husband and I with our financial future. He answers questions after hours, which is a breath of fresh air when you really need answers quickly. If you are looking for a company to assist with your financial choices, THIS is the company.....you will not be disappointed. Don't wait, get in touch with Cameron now. Make your dreams for the future a reality.
Carl Searle
Carl Searle
2023-08-09
Courteous, easy to understand and Cameron did exactly what he said he would. Pleasure to work with.
Julia Zielke
Julia Zielke
2023-08-08
Cameron, Michelle and the team have been fantastic. I found changing super funds and moving to a financial advisor such a big decision. Cameron was so patient with me and answered ever single little question that I had. Cameron really knows his stuff is 100% dedicated to getting results for clients. Highly recommend.
Ian
Ian
2023-08-04
Cameron Kelly has de-mystified the navigation moving from a locked down deferred superannuation fund to another fund with an allocated pension. He has provided high quality advice and expertise in allowing me to make confident and informed decisions about my financial future. Having an actively managed super fund allows me to take immediate advantage of market changes. Essential Planner staff are brilliant and very helpful with superb customer service with all enquiries, ensuring immediate follow up and resolution of issues that may arise. The package provided by Cameron through consultation meets our current and future financial needs. I strongly recommend that others consider Cameron Kelly and Essential Planner to manage their superannuation financial situation.
Megan Cleary
Megan Cleary
2023-07-17
I’m happy to give a 5 star review for the service I’ve received from Essential Planner. Cameron and his team have been very easy to work with. Cameron was able to explain Super in a way that made sense and all my questions were answered very promptly. Each step of the journey has been well managed. I’m loving my new portfolio and financial advice package. I feel organised and in control of my future. I’d highly recommend Cameron and his team to help you get retirement ready.
Jason Payne
Jason Payne
2023-07-13
I have found Cameron & the team very supportive when going through the process of getting to know me, and their help in setting up for my future. I look forward to achieving these goals with your expertise to guide me along the way. Thank you.

FIND OUT HOW WE CAN HELP SECURE YOUR FINANCIAL FUTURE

Complimentary Consultation

Want to design a plan based on your unique situation and financial dreams?