Diligent Financial Planning | Diligence is the difference

DILIGENCE IS THE DIFFERENCE

In today’s uncertain world, the prospect of a secure financial future can sometimes feel beyond our reach.   Economic uncertainty, volatile markets, civil and political unrest both locally and globally all feed into investor anxiety.

Experienced investors learn to ignore the noise and day-to-day volatility and instead remain focused on a strategic plan that’s designed to achieve key lifestyle and wealth goals over the long term.  These investors also recognise the value of seeking the right advice when it comes to managing their financial affairs.

At Diligent Financial Planning we help busy professionals to achieve clarity and certainty with their financial circumstances and future outlook. With often complex financial requirements, our clients recognise the value of highly personalised, strategic financial advice.

YOU

Our clients come from all industries and professions, with most being successful individuals in their own right. With busy personal and professional lives, many simply don’t have the time or capacity to give their financial affairs the focus and attention it demands. Many of our clients have complex financial requirements that require a calibre of service and advice that is often lacking in the financial advisory profession.

US

Diligent Financial Planning is an independently-owned wealth management and specialist financial advisory firm based in Melbourne. We specialise in tailored investment and retirement planning strategies for people who recognise the value of quality financial advice.

TOGETHER

We believe that our relationship with you should be one that’s based on mutual respect, honesty and trust.   At Diligent Financial Planning we develop long-standing relationships with our clients that endure over time.

As a client, you will receive highly personalised, confidential advice and services that are fully tailored to your unique situation, goals and aspirations.

The advice and strategies we recommend are based on a thorough understanding of your individual circumstances and requirements, and are designed to enhance your financial position first and foremost.

WHAT OUR CLIENTS SAY

Diligent Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1234150) of Capstone Financial Planning Pty Ltd.
ABN 24 093 733 969. AFSL No. 223135. Please refer to the Financial Services Guide for further information.