Financial Planning
& Advisory Services
Crafted With Expertise.
Tailored financial planning strategies to achieve your goals without sacrificing your lifestyle.
Why Choose Us
for Financial Planning
and Advisory Services?
At Stickman Wealth, we provide comprehensive financial planning and advisory services designed to empower you to take control of your financial future. Whether you’re looking to build wealth, reduce debt, or optimise your taxes, our holistic approach ensures your financial goals align with your lifestyle and aspirations.
Expert Financial Strategies
Our team of seasoned professionals combines expertise in financial planning, mortgage broking, and tax advisory to deliver tailored solutions. We specialise in creating personalised strategies that help you grow and protect your wealth while maintaining your desired lifestyle. From investment planning to retirement preparation, we ensure every aspect of your financial journey is thoughtfully addressed.
Debt and Lifestyle Management
We understand the challenges of managing debt without compromising on life’s pleasures. Our debt recycling strategies enable you to reduce liabilities effectively, turning non-deductible debt into tax-deductible investment opportunities. With our solutions, you can achieve financial freedom without restrictive budgets or lifestyle sacrifices.
Trusted, Accessible Advice
As your trusted adviser, we are fully invested in your success through tailored financial planning. We maintain an open-door policy and offer flexible meeting times to accommodate busy professionals and young families. By leveraging technology, we streamline the financial planning process, reduce costs, and enhance your overall experience.
Proven Strategies
From debt recycling to strategic tax optimisation, our evidence backed techniques are designed to accelerate your financial outcomes over time. As part of a comprehensive financial planning approach, we help you convert non-deductible debt into tax-deductible investment debt, allowing you to potentially grow your wealth more efficiently. At the same time, we employ tailored tax strategies, such as income splitting, negative gearing, and asset structuring—to legally minimise your tax liabilities and maximise long-term financial success.
Additional Resources
Explore our specialised pages to learn more about:
Our Financial Planning Process
Initial Discovery Meeting
We take the time to understand your financial situation, lifestyle, values, and long-term aspirations.
We take the time to understand your financial situation, lifestyle, values, and long-term aspirations.
Goal Setting & Strategy Design
Together, we define your short- and long-term goals, then design a personalised strategy to help you achieve them.
Together, we define your short- and long-term goals, then design a personalised strategy to help you achieve them.
Plan Presentation & Discussion
We present your customised financial plan in clear, simple language, answering all your questions so you feel confident and informed.
We present your customised financial plan in clear, simple language, answering all your questions so you feel confident and informed.
Implementation & Coordination
We put the plan into action, coordinating with tax, mortgage, and investment professionals where needed.
We put the plan into action, coordinating with tax, mortgage, and investment professionals where needed.
Ongoing Support & Reviews
Life changes, and your financial strategy should, too. We provide regular reviews to ensure your personalised financial strategies stay aligned with your evolving goals and circumstances.
Life changes, and your financial strategy should, too. We provide regular reviews to ensure your personalised financial strategies stay aligned with your evolving goals and circumstances.
Frequently
Asked Questions
What does a financial planner do?
A financial planner helps you develop strategies to manage your finances, including investment, retirement planning, debt reduction, and tax efficiency.
How is your service different from other financial advisers?
Our trifecta of expertise in financial planning, mortgage broking, and tax advisory ensures a holistic and tailored approach to achieving your financial goals. Discover our integrated approach to mortgage broking and wealth strategy.
Do you offer flexible meeting options?
Yes, we offer virtual and in-person meetings at times convenient for busy professionals and young families. Available across Australia, including for clients seeking home loans in Australia.
How does debt recycling work?
Debt recycling involves converting non-deductible debt into tax-deductible investment debt, enabling you to grow wealth while reducing liabilities. Learn more about debt recycling and how it fits into long-term financial strategies. This approach can also complement investment property loans.
How do I get started?
Contact us today to schedule an initial consultation and begin your journey toward financial freedom. Start by exploring options to refinance your home loan or review our tax minimisation strategies.
Take the first step
towards securing
your financial future.
What our
clients say
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“We’ve been working with Berin for three years and are thrilled we’re starting to see our investment building. With the cost of everything becoming more expensive and rising interest rates, it’s comforting to know we’re still making progress and staying ahead. Berin helped us get into our first home and put in place a plan to play it down more quickly from the beginning.”
Peter & Kylie (31 & 29 y.o.)
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“Berin gave me practical tools for thinking about my goals. He took all the worry away and spent time finding the best possible deal for my super and insurance. I wouldn’t hesitate to recommend Stickman Wealth, whether it’s sorting at your super or for more strategic investment advice.”
Brook (36 y.o.)
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“Berin has been really helpful building my financial knowledge and confidence. He ensured I was able to live in the now but also prepare for the future. One of the best things working with Berin is his supportive accountability. I am definitely more aware of my financial circumstances and over the years have been starting to diversify and build my finances.”
Alice (36 y.o.)
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“Berin helped me see that hiding my head in the sand was only causing me greater stress. He has patiently explained aspects of the financial system to me, so I’m better educated to make informed decisions. Working with Berin has helped me to identify and set goals and he is excellent at coaching me to achieve these. I’ve eliminated my credit card debt, increased my savings, set up a realistic budget and gained confidence about my financial future.”
Jordan (48 y.o.)
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“I no longer worry about my finances as I have peace of mind that I am in good hands. I’ve been a client for 6 years and am extremely happy with the very knowledgeable advice given. I have regular meetings where I’m kept up to date with the changing market and assess my future goals. Berin’s always available and happy to assist whenever I need further advice and to explain any other options. I’m a single lady and depend on my investments for a comfortable retirement. I have a sense of security and can sleep easy at night with the confidence that I’m being looked after.”
Helen (75 y.o.)
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“I have known Berin for some time now, it’s how he communicates with his clients that makes him stand out from the other financial planners I have met in the past, making it as easy as possible to make the right decisions.”
Dimitri (45 y.o.)
We work with you to
create, tailored financial
strategies to accelerate
your wealth overtime
while maintaining your desired lifestyle using
our stickman approach to debt reduction and
tax minimisation.