Align Financial Pty Ltd

Welcome to Align Financial Pty Ltd, located at 12 Rickard Road, North Narrabeen. As a trusted establishment in the finance industry, we are dedicated to helping you maximize your wealth and create the life you desire for yourself and your family.

Life is full of unexpected twists and turns, and when it comes to your finances, we understand the importance of having a solid plan in place. Our team of experts are here to guide and support you, ensuring you gain greater control over your financial situation.

After years of hard work, it's natural to wonder what's next. Change can be overwhelming, but with our assistance, you can make informed decisions that will build and secure your financial future.

If you have a Self-Managed Super Fund (SMSF) or are interested in setting one up, look no further. Darren Johns, our SMSF Specialist Advisor™, is here to provide you with the expertise and guidance you need.

As the year comes to a close, it's a time for reflection. The past 12 months have seen numerous unexpected world events, from a global pandemic to geopolitical tensions. While predictions about the future can be entertaining, we believe in providing you with well-researched and educated insights to help you navigate these uncertain times.

Estate planning is a crucial aspect of securing your legacy, yet many people often neglect it. At Align Financial, we understand the importance of careful estate planning. Our team will assist you in structuring your personal and financial assets, ensuring that the right people receive the right amount at the right time. Whether it's your prized possessions or financial investments, we've got you covered.

For low or middle-income earners, the government offers a super co-contribution initiative to encourage retirement savings. By making personal contributions to your super fund, you can receive additional contributions from the government. Our team can provide you with the necessary information and guidance to take advantage of this opportunity.

At Align Financial Pty Ltd, we believe in taking the stress out of financial planning. Let us do the work for you, so you can focus on enjoying the life you've worked so hard to build. Contact us today to start your journey towards financial success.