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New Covid 19 Protocols are currently in place, see below for more details

Dream - Plan - Achieve

CURRENT COVID 19 PROTOCOLS

28/6/2021 – Until further notice

To all our valued clients, 

We are aware that at present the Kiama area is not impacted by lockdown rules, however many of our staff live outside of the area and are affected. As a result of this, Middleton Financial Planning has made the decision to adopt the lockdown protocols and will be only providing advice and support to our clients via phone and zoom meetings during this period.

We recognize that it is very important that we are available to assist our clients, so please do not hesitate to contact the office on (02) 4232 4402 or admin@middletonfp.com.au. We will still be fully operational, however, just not providing face-to-face client support.

Thank you for your understanding

Scott Middleton

PLAN FOR NOW AND FOR LATER

At Middleton Financial Planning we have over 35 years combined experience in setting and achieving financial goals.

Our team of qualified and experienced financial planners have helped families, executives, business owners and retirees in Sydney, Wollongong and the South Coast by reducing their financial stress, giving them more time to enjoy the things they love.

Retirement planning middletonfp

Retirement

Financial

Planning

You have worked hard for your financial freedom.
Make sure your money works hard for you.

aged care financial advice

Aged Care

Financial

Planning

Helping you plan ahead to demystify aged care and reduce your stress.

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Family

Financial

Planning

Helping families plan for the future and protect their most important assets

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Individuals, Executives & Professionals

Helping you plan for the future through reliable investment strategies.

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Business Succession & Exit Planning

Advising businesses on strategies for
transition and succession

Contact us to see how we can make a difference to your financial life.

Follow us @middletonfinancialplanning