top of page
Professionals financial planning

Individual, Executives & Professionals

Middleton Financial Planning helps you make smart decisions with your money.

​

We assist individuals, executives and professionals with a range of intelligent strategies that optimise wealth accumulation and contingency planning.

​

We offer a personalised, tailored service that considers present and projected goals. Our aim is to assist you in achieving financial freedom.

​

The key to our success is creating relationships with our clients that are built on trust and respect. We care about the person, not just your portfolio.

​

Your first consultation is complimentary with offices conveniently located in Kiama and Nowra. Appointments can be made by calling 02 4232 4402.

​

Our areas of specialty include:

​

​​

  • Tax minimisation

  • Salary Sacrifice and Salary Packaging

  • Superannuation

  • Self-Managed Superannuation Funds

  • Risk Planning

  • Life Insurance

  • Income Protection

  • Personal

  • Shares and assets

  • Wills and Estate Planning

  • Education savings plans for school and university

  • Retirement planning

  • Business/Succession Planning

  • Buy / Sell business continuation strategies

  • Key person planning

  • Transition Strategy

  • Selling a business

  • Cashflow Management

  • Budgeting

  • Credit Cards and Interest

  • Debt Reduction

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

Cashflow Planning Tool

Start taking control of your finances today. See where your money goes and create a simple cash flow using our step by step guide.

​

​

Retirement Planning Sailing.jpg

RETIREMENT
FINANCIAL 
PLANNING

BUSINESS
SUCCESSION
& EXIT
PLANNING

Family Financial Planning.jpg

FAMILY
FINANCIAL
PLANNING

AGED CARE
FINANCIAL
PLANNING

bottom of page