Financial Decisions

Welcome to Financial Decisions, a premier establishment located at Mona Vale, Mona Vale Road, 1 in Australia. We take pride in delivering first-class service to our clients and have built a business around this core value.

Are you looking to add to your Self-Managed Superannuation Fund (SMSF)? Investing in property could be the growth solution you've been searching for. However, navigating the complexities of this investment requires careful consideration of various variables. Our experts can guide you through the process and help you make informed decisions.

At Financial Decisions, we believe in educating our clients on how to structure the ownership of their assets to ensure efficient tax management now and in the future. Our team of experts will provide you with the necessary knowledge to make sound financial decisions.

We understand that tax planning is not a one-size-fits-all proposition. That's why we offer personally tailored tax strategies based on your individual goals. A strong financial plan requires a customized approach, and our experts are here to assist you in achieving your financial objectives.

Our clients benefit from our autonomy and transparency, extensive in-house capabilities, high level of corporate governance, competitive fee structure, and our commitment to listening and delivering successful outcomes. With over 40 years of experience, we have built a strong culture and reputation for providing outstanding services in various areas.

Our team has the capability and experience to manage the complex financial needs of successful multi-generational families. We deliver bespoke solutions to each client, leveraging our unique investment expertise to create tailored portfolios based on risk and return objectives. Our investment specialists closely monitor and advise on portfolio changes, providing in-house research, analysis, and independent views sourced from both internal and external research.

At Financial Decisions, we aim to exceed your expectations for personalized service, integrity, and commitment. We understand that creating and looking after your wealth is a lifelong commitment, which is why we offer regular and ongoing wealth advice and guidance throughout the different stages of your life. Together, we can build and protect the financial wealth that allows you to enjoy the truly important things in life.

Damien, our strategic director, is dedicated to the business development of Financial Decisions. His client-centric approach has allowed him to build solid, long-term relationships with his clients.

Chetan, our knowledgeable tax expert, goes the extra mile to create tailored action plans for his clients. His extensive knowledge of tax law and wealth of accounting experience make him an invaluable asset.

Warren, our highly experienced and respected lawyer, brings a comprehensive array of legal skills to our clients. He provides the right advice, strategies, and solutions to meet their needs.

Choose Financial Decisions for all your financial, insurance, and legal needs. We are committed to helping you make the right financial decisions today and for the future.