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.
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.