You’ve worked hard to get where you are today. You should be able to look forward to a future of financial freedom, and not spend your time worrying about whether you’ll get there.
You’ll receive proper education on the options best suited to you and your financial situation. We educate with the goal of providing you with confidence to make smart investment and retirement planning decisions.
Achieving the big goals in your life requires careful planning and investment expertise. Avoid the common mistakes that prevent people from experiencing financial security by working with an expert in financial planning.
Join people from Port Stephens & the Lower Hunter who now have a clear pathway to financial freedom, and watch your life transform.
That’s why we’ve developed a simple, 3-step plan that ensures:
Superannuation is a tax-effective way to save for your retirement. The earlier you start planning, the more options you will have. Learn how to take control of your super, understand your investment options and implement strategies to retire sooner.
Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs and you are unable to provide for your family. Find out how you can arrange suitable insurance cover to keep your family, assets and income protected.
Estate Planning is crucial element of a complete financial plan and can often be overlooked. We can assist you to put a plan in place that ensures your estate is appropriately distributed and your final wishes are met.
You’re at the point of decision. You can continue down the path you have been travelling, but if you want to change the direction of your finances, you’re going to have to do something different.
Follow our simple, 3-step plan and get started on your journey to financial freedom.
”Frank has provided us with a financial road map that gives us confidence for the future. We have found him to be very approachable, reliable and creative in offering options and solutions to our changing circumstances.
Ian and Jayne Stanfield
We look forward to working with Holmleigh in the years to come.
The trusted name in financial advice in Port Stephens
For over 14 years I’ve been helping people like you make smart, informed financial decisions. Running my own practice allows me to provide tailored solutions and simple plans for financial success.
Poor advice from inexperienced advisers can result in setbacks, compromise and uncertainty. As a Certified Financial Planner, I thrive on utilising my vast experience to help clients avoid poor investment decisions that could cost their ideal retirement.
© 2025 Holmleigh Financial Planning.
