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About Orion Financial Planning
Welcome to Orion Financial Planning, located in the beautiful City of Gold Coast, Southport, Queensland, Australia. As an establishment in the finance industry, we strive to be a point of interest for individuals and families looking to build a secure financial future.
At Orion Financial Planning, our primary goal is to help you achieve your financial goals and provide you with peace of mind for a brighter future. We understand that everyone has unique needs and aspirations, which is why we assess multiple options, strategies, and opportunities to create a customized plan that suits you.
Strategic financial planning is the key to managing your finances in the long-term. It involves setting goals, analyzing your financial resources, and developing strategies to achieve those goals over time. Our team of experienced financial planners will guide you through this process, ensuring that your plan is tailored to your specific circumstances.
We understand that personal insurance products can often be perceived as complicated and expensive. However, at Orion Financial Planning, we believe in providing our clients with the right coverage without making them pay for things they won't need. Our experts will work closely with you to determine the most suitable insurance options that align with your financial goals and provide you with the necessary protection.
Superannuation is a crucial aspect of long-term financial planning. While it is a long-term investment, we believe it should not be treated as simply that. At Orion, we take a comprehensive approach by studying your existing super fund, conducting thorough research, assessing your investment goals, and devising strategies to help you accomplish them.
An investment portfolio is a valuable tool that contributes to your personal wealth by generating income and growth. Our financial planners are well-versed in creating diversified portfolios that align with your risk tolerance and investment objectives. With our guidance, you can make informed investment decisions and maximize your returns.
In addition to financial planning, our team also collaborates with estate planning lawyers to create effective estate plans. We understand the importance of maximizing benefits, minimizing tax liabilities, and ensuring that your wishes are reflected in your estate plan. By working closely with our estate planning partners, we can help you create a comprehensive and tailored plan for the future.
Experience the empowerment of financial well-being by partnering with Orion Financial Planning. Let us guide you on the right path for a better tomorrow, starting today. Visit us at our Southport location, Tower 2 Suite 2702, Level 7, 5 Lawson Street, Southport 4215, or our Melbourne office, Suite 16.02, Level 16, 390 St Kilda Road, Melbourne 3004.
Orion Financial Planning Pty Ltd is proud to hold an Australian Financial Services Licence Number: 246638 and is registered under ABN: 14 076 093 680. We are also a member of InterPrac Financial Planning Pty Ltd (AFSL 246638) and hold CAR No 1281033.
Trust Orion Financial Planning to guide you towards a secure financial future and experience the peace of mind that comes with it. Contact us today to schedule a consultation."
SUITE 2702, LEVEL 7, 5 LAWSON STREET, SOUTHPORT CENTRAL TOWER TWO, Southport QLD 4215, Australia
Opening hours of Orion Financial Planning
Monday:
10:00 - 17:00
Tuesday:
10:00 - 17:00
Wednesday:
10:00 - 17:00
Thursday:
10:00 - 17:00
Friday:
10:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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