We all have different values, goals and aspirations.
At Whitelight we work with you each step of the way to build a secure financial pathway that will grow with you.
We'll provide reliable, easy to understand advice without all the financial jargon!
Whether you’re looking for helpful tips, advice and coaching, or a long term partner to guide your financial decisions, we are here to help.
holistic financial planning
At Whitelight we believe in creating a plan that encompasses your entire financial situation. We take the time to understand who you are and what is important to you.
A financial plan is never a static strategy. Your life is ever changing so it’s important to consider all of the elements. We therefore review your assets, superannuation, real estate, business assets and structures, family situation, loans and of course your salary and sources of income. We actively work with your accountant, lawyer and mortgage broker to ensure that your Whitelight financial planning strategy will synergise with your overall financial framework.
Contact our team on (02) 8065 3776 to arrange a complimentary financial consultation.