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Establishing financial confidence and lifestyle choices

Experience the next level in achieving financial goals

OUR CLIENTS HAVE BEEN ABLE TO RETIRE SOONER THAN EXPECTED

WHAT WE DO

At Elders Financial Planning Bundaberg we partner with ‘like-minded’ people to help them move forward to improve their financial position. Developing a meaningful relationship with each of our clients is important to us, as is our passion for imparting our knowledge of the financial landscape to help guide them.

We can certainly assist you with your Superannuation, Insurance and Investment needs, but these are just vehicles for your lifestyle goals. Our aim is to also educate you as part of any advice and form a partnership that ensure that together we can reach your financial goals.

Often, that goal is quite simply all about what you want to achieve out of life.

HOW WE DO IT

The people we believe we can help the most are those who are in a position to protect what they have or are in a position to want to move forward and improve their financial position.

It is important we have an open and honest two-way chat on where you are right now and where you want to be. Our conversations are about inspiring you with the confidence to take the next step towards achieving your goals.

This step is to implement a strategy that will take you on a journey to achieve your goals. We will guide you along your journey, keep you informed ensure you have our support.

OUR ADVICE AND SERVICE

Just as your financial goals are individual to you, our advice differs client to client. For this reason, it is important that we get to know you and more importantly connect with what you want out of life. Our advice is tailored to your unique situation.

READY TO GET STARTED?

LIFE STAGES

Just as your financial goals are individual to you, our advice differs client to client. For this reason, it is important that we get to know you and more importantly connect with what you want out of life. Our advice is tailored to your stage of life.

ONGOING SERVICE PROGRAM

Our ongoing service ensures that the advice we provide remains relevant and we continue to work on establishing a trusted partnership with you.

It is essential we keep talking about your goals to maintain an understanding of how quickly you would like to achieve them. Additionally, it allows us to navigate any situational changes that may unexpectedly pop up so that we can keep you on track.

ABOUT US

Peter Doohan

Senior Financial Planner

0431 741 501

Peter is married with four adult children and two grandchildren. His children are living both in Australia and overseas and ensuring that he has time to travel with his wife and visit them is what is important to Peter.

Sammy White

Client Services Manager

 
When I’m not in the office life is all about family and friends… and thinking about work (I really need to work on that!) And coffee and wine too… but not always in that order. I am married with 3 children.

Kathy Gordon

Client Services Manager

 
Outside of work, my time is spent with my husband, our two young boys and my resident father-in-law. Going for a walk or bike ride along the beautiful coastline is one of my favourite pastimes in this beautiful region, and whatever spare time I have is indulged in my other passion - cooking!”

In the Community

CONTACT US