Saint Financial Planning
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About

We’re a financial planning firm – but we’re not just about improving your finances. We help you build the life you want, by prioritising what’s most important at each stage of your life and putting together a financial roadmap that will make it happen

 

About Saint Financial Planning

At Saint Financial Planning, we’re all about helping young families and pre-retirees make smart money decisions that strike the perfect balance between enjoying life now and setting up their dream future. While money itself won’t buy happiness, it does provide the luxury of choice and the freedom to focus on what truly matters most to you.

Saint was born from a deep frustration of seeing so many hardworking individuals earning good incomes but missing opportunities to secure a better future for themselves and their families. We believe you can enjoy life today—spending on the things that bring you joy—while also planning to keep that freedom alive in the years to come. With the right clarity and confidence, these goals are absolutely achievable, and helping people get there is what drives us every day.

We’re here to make the process simple and empowering. Taking action is the most powerful step when it comes to your finances, but first, you need to know what’s best for you. Through our personalised approach, we’ll help you gain the education and tools you need to make the most of your money—now and into the future.

 

About Me

Growing up on a dairy farm outside of Warrnambool, I learned early on the value of hard work, community, and family. After completing a Bachelor of Financial Planning at RMIT, I began my career at a local financial planning business in 2008, helping a diverse range of clients in the region.

Seeking to expand my knowledge, I moved to Melbourne to experience a variety of financial planning practices and learn what truly works best for clients. This journey gave me invaluable insights into how I can better serve people like you—by blending practical strategies with real-world solutions tailored to your goals.

Now, life has come full circle. I’ve returned home to Warrnambool with my partner and young family, determined to give my children the same wonderful childhood I cherished. It’s a privilege to work with clients in the community I love while helping them create brighter financial futures.

JAMIE Beard

Founder & Adviser