At Tony O’Leary Planning Solutions Pty Ltd (TOPS) we achieve results by partnering with you in order to give you the knowledge and opportunities you need to help you achieve your goals.
At TOPS, we provide financial planning services to clients and their families just like you that want a professional, holistic approach. Our team of professional financial planners offer a tailored approach to financial services based on trust and transparency.
We personalise our financial planning advice to your specific situation, which may include:
- Helping those just starting out to get on track
- Providing protection for you and your family
- Guiding those Empty Nesters who ask themselves “What should we do now?”
- Protecting and growing your retirement savings
- Maximising your Centrelink entitlements
- Helping to navigate entry into Age Care
No matter what you’re looking to achieve TOPS will work with you to create a unique plan for you to help you to achieve the things that are important to you.
We have spent almost 10 years providing everyday Australians with the advice and resources needed for them to make the best decisions regarding their finances.
Our client’s lives and their circumstances are always changing, so too are investment markets and government legislation. These changes may cause concern for our clients, but with sound planning they can also unveil opportunities. At TOPS you can be sure we will work with you to help you benefit from the changing environment in which we live.
If you’re just starting out, looking to safeguard your retirement, invest more successfully or protect those you love should the worse happen, TOPS will work with you to create a unique plan to help you achieve your goals.
At TOPS, we value the individuality of our clients and understand that to be effective each financial plan needs to be tailor-made to our client’s unique situations and take into consideration their current short and long-term goals as well as the changing investment environment in which we live.
When you engage the services of Tony O’Leary Planning Solutions, our committed team will partner with you to provide you with professional and expert advice and personalised strategies to help you reach your short and long-term goals.