Financial advice for every life stage

Good financial planning is the process of achieving your life goals through sound management of your finances. Allan Hall Financial Planning is a boutique financial planning advice practice with highly qualified, experienced and personable advisers who will guide you on your journey to build and maintain wealth throughout each stage of your life.

As part of Allan Hall Business Advisors, our team at Allan Hall Financial Planning work closely with your accountant, tax advisor and our SMSF specialists, acting as your ‘financial coach’, to ensure all your financial and lifestyle goals are understood and met across each of these areas.

Before we recommend a solution, we take the time to get to know you, understand your financial requirements and learn what you want to achieve so we can tailor a plan specific to your needs. We have a diverse and loyal client base and provide financial planning advice in the areas of wealth accumulation, retirement planning, wealth protection, superannuation, investments and personal and business insurance. General Advice Warning The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and, where appropriate, seek professional advice from a financial advisor. This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia. Mark O’Connell, Robin Bell, Martin Cimino, Angelo Adam and Allan Hall Financial Planning Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.

Life Stages

As a general rule, you should consider meeting with a financial adviser when major events occur in your life that may require a review of your financial or personal situation. Depending on the stage of life you are up to, there are many different financial choices, decisions and obstacles that you will face and our expert financial advisers can guide you through these, to help you reach a healthy financial outcome.

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Our Services

Our responsibility to you is to ensure you receive the most appropriate strategic advice and service to meet your needs.

Our financial planning services are centred on seven main areas, being wealth accumulation, cashflow management, financial modelling, retirement planning, risk management and asset protection, investment portfolio construction and aged care advice.

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Our Process

We will take you through a financial planning process that is appropriate to your current situation. Whether you are starting out in your career or enjoying retirement, we can develop a plan to suit your financial goals and lifestyle.

This will result in a practical plan, tailored to your needs and flexible enough to be modified according to your changing circumstances. Our first meeting is complementary and allows us to get to know you, and you to know us. More Contact

Our Financial Planning team is waiting to help you.

+61 2 8978 3770

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Latest News

Allan Hall Financial Planning retirement

05/02/2024 | Allan Hall

Our Financial Planning team bid a fond farewell to one of its senior advisors who retired after an illustrious career with Allan Hall.

Allan Hall named Financial Planning High Achievers

29/09/2023 | Allan Hall

Allan Hall Financial Planning has been recognised as industry High Achievers in Auckland this month.

Teaching children healthy money habits

31/07/2023 | Allan Hall

As a parent, you try to ensure your children have the skills to make smart financial decisions. But did you know that you could be sending them negative money messages without meaning to?