Maitland Financial Planning

Maitland Financial Planning is a boutique financial planning firm that focuses on clients achieving their financial goals so that they can live the life they want. Put simply, we love helping people realise their dreams.

Our team operate with the highest level of professionalism and personability to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Investments

Property

Risk Insurance

Retirement

Superannuation

Tax Planning

Estate Planning

Debt Management

Meet Brian

Brian
Director and Financial Planner

Testimonials

  • I first contacted Brian as I was seeking assistance and guidance in how I could improve my financial situation and how I could minimise and eliminate debt I had accrued.

    Goals I had for the future felt overwhelming, unattainable and simply out of reach.

    With the support from Brian, he provided a comprehensive review of my current situation and provided a collaborative approach in how my hopes and dreams for the future could be realised.

    I am proud to say that in just over six months I have managed to clear my debt and establish a clear savings plan and I am striving towards my goals. I no longer feel stretched or overwhelmed or feel like I’m living pay check to pay check. 

    Thank you Brian for your support and guidance I am now excited and looking forward to my future.

    Angela, Maryland

  • Brian looks after my super and insurances. He works with my best interests at heart. He’s honest, trustworthy and very knowledgeable. I’d recommend him to anyone.

    Ben, Aberglasslyn

  • Despite having extremely difficult circumstances in my life, Brian had all the patience needed and delivered an outstanding service.

    Jason, East Maitland

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