Executives & Professionals

INDIVIDUALS,

EXECTIVES & 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.

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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

FINANCIAL 

PLANNING

BUSINESS

SUCCESSION

& EXIT

PLANNING

FAMILY

FINANCIAL

PLANNING

AGED CARE

FINANCIAL

PLANNING