Backed by Australia’s largest non-institutional financial group, WT Financial, you can be assured that we have the resources and skills to give you the secure financial outcomes that you seek.
We have the hacks to maximise your wealth for the future, with minimum impact on your cash flow and lifestyle.
Free Financial Analysis
We offer a no-cost to you financial analysis. This gives you a high-level look at how you are tracking towards your financial goals, whether you will have enough money to last your lifetime or areas you might need to improve to reach your goals. This gives you the financial hacks and insights to allow you to make an informed decision about your future. You can read more about this process on the ‘what we do’ page. Want to skip the reading? Book a call now!
MAKE ENLIGHTENED MONEY CHOICES.
Whether you're suffering from information overload, planning your retirement and not sure if you will have enough money to last, struggling to find a balance between the lifestyle you want and money progress or just lacking the time required to get ahead.
I’ve got the tools and strategies to help you progress towards your financial goals that will give you the luxury of choice.
Lets keep it casual!
Book a chat and Get your questions answered. THere is no commitment from you and no pressure from me.
DOWNLOAD YOUR FREE COPY OF OUR GUIDE ‘8 TIPS FOR YOUR RETIREMENT’.
It contains answers to some common questions about retirement that I get asked regularly as well as tips to help you get your money heading in the right direction.
This is a great read for anyone who is thinking about retiring at any point in the future and wants to get on top of their finances so that they can have the retirement they want!
We solve money problems
Unsure if you are making progress? Are you nearing or planning your retirement and not sure how much you need each year or if you have enough to last? Paying too much tax? Or trying to save for a new home or want to take that trip you have dreamed of but unsure whether you can? You’re not alone. We help people maximise every opportunity to get ahead with money faster, so they can live the life you really want with the luxury of choice.
Why Saint exists
Money is the number one cause of stress in Australia! And it shouldn’t be.
One of the big drivers at Saint is to cut the financial stress. You work hard for your money, you sacrifice your time with your family and friends to bring in more and at the end of each month, you feel like you have made no progress.
The last thing you should be doing is giving up more of your valuable time trying to wade through the tsunami of financial strategies to work out what is best for you.
The added stress caused by trying to analyse what's best for you adds to the confusion and in the end, you put it in the too-hard basket and hope that it will work itself out, but it won’t.
Now, if your bills paid themselves, you have the money to spend on the stuff you want, you're building your holiday fund and you’re investing for your future and you know if you take certain steps what the outcomes could be. You can then continue to live your current life, and no that your future is taken care of. Sounds good doesn’t it?
That's what I do, sort this out for you.
It's about working out what is important to you and then putting the strategies in place to get you there.
It's setting up your money so it's automated, reducing your need to think about it to a minimum and making sure that it is working towards your goals and knowing that it's all working in the background so that you can get back to the things that you want to do.
While I am there to work with you, they are your goals and dreams and without you taking action they will remain dreams, I can't make you take the first step, but once you do, I'm there to make sure you continue to make the right steps so that those dreams become your reality.
I focus on strategic no BS advice, guidance, and support to help you maximise the opportunities available to you to get ahead faster and easier.
NOT SURE WERE TO START?
Want to talk about if and how we can help you? Book a free 30 minute chat with me through the link below
No worries. Click the link below to see how we can help you get started or to find out more.
WHAT OUR CLIENTS SAY
“We highly recommend Jamie from Saint Financial Planning.
From the outset, he has been open, honest & transparent.
He presented us with a free overview of where we were and where we could potentially be in the future.
Not only has he saved us money, he has assisted us to make money for our retirement.
Jamie simplified our superannuation plans making things easy to understand and relatable.
It is hard to think of retirement age when you are ‘young’ or feeling young, it is easy to be blindsided and think ‘things will turn out’ but it is imperative you plan for your future, Jamie has been able to guide and direct us in this respect. We highly recommend Jaime, especially if you are wanting someone who is personable, thorough and responsive. Thanks Jamie for your wonderful assistance and guidance.”
“James is extremely knowledgeable on all things finance. He speaks in terms that are easy to understand and we have found his advice and help extremely beneficial to help us set savings goals and budget. Highly recommend Saint Financial Planning!!”
“We first contacted James in October 2022 to assist with Financial Planning. Being a young couple, we wanted to seek some advice about upcoming life events and plan for the future.
James has really been great from the start, he is professional and also explains things to us clearly and simply so we actually understand what is happening.
We feel really confident in James and trust him with our Financial Planning needs.
I highly recommend to contact James if you’re thinking about any sort of Financial Planning!”
“James Beard, as our financial adviser, has shown an ability to understand and respect challenging family complexities and expectations after our farm sale.
With his professional experience and combined coordination with client, accountant and lawyer, options were clearly defined and explained in practical terms.
A cohesive sound strategic plan and ongoing support were carefully resolved.
It is with sincere appreciation this testimonial results. ”
GET IN TOUCH
Want to chat about how Saint can help you make smarter money choices?
CONTACT
0417 531 674
Phone:
james.beard@saintfp.com.au
EMAIL:
715 Raglan Parade, WARRNAMBOOL VIC 3280
Address:
PO Box 8, WANGOOM VIC 3279