‘A goal without a plan is just a wish.‘

Welcome to Four Pillars Financial Planning where our clients are at the heart of what we do. As Independent Financial Planners we have a legal, moral, and commercial obligation to our clients which is the core of our client proposition.

We provide Independent Financial and Lifestyle Planning to individuals and business owners to help them create Financial Freedom, Financial Independence and achieve their desired lifestyle and goals. The Four Pillars of Life are a key part of our company as everyone should focus on Health, Wealth, Gratitude & Happiness not just money.

Building Wealth for a fulfilling life

We help you achieve your financial goals and Financial Freedom. We offer independent financial planning, investment advice, tax advice, business planning, and generational planning, all tailored to your unique needs.

At Four Pillars Financial Planning we have decades of valuable experience serving clients in financial services. From our experience, we believe financial planning should empower you to live the life you want to live. That's why we constantly evaluate the market to ensure our services and products remain relevant and deliver true value for our clients.

How can we help?

personal

Developing your Financial Growth plan

Taking control of your finances doesn't have to be overwhelming. A financial plan acts as your roadmap to a secure future, tailored to your unique goals and circumstances.

Protecting your Wealth

The right protection can be invaluable for you and your loved ones in the face of an unexpected event.

Growing your Wealth

You may have already achieved successes in your career, business or desired lifestyle goals and are looking to take your plan to the next level. 

Planning your Financial Independence

Retirement should be a time to relax, travel, and pursue your passions. But without proper planning, it can become a period of financial stress and unease.

Generational & Tax Planning

Building wealth takes time and effort. But what happens to it after you're gone? We know from experience how important family is, and that you will want to do your best to help out where you can.  

A hiker strolling through a wooded trail with distant mountains.

Business Owners

Developing Your Business

We're passionate about empowering owners and entrepreneurs like you to achieve your business goals. 

Protecting Your Business

While we all strive for stability in our lives and businesses, we can sometimes overlook the importance of safeguarding ourselves against unforeseen circumstances. The reality is, our health, careers, and income streams can experience unexpected shifts.

Selling your business

Selling your business isn't just about the transaction – it's about charting a course for your long-term financial well-being.

Tax Planning for your business

Navigating the complexities of corporate tax can be challenging, especially for growing businesses.

What our clients say

  • Sought advice from Keith before my retirement in 2018, he took great time and care to explain my options, pros and cons etc until I and my wife were ready to make our decision with peace of mind. His advice led to me making the best financial decision I ever made. I have no hesitation in recommending Keith and his excellent team to any prospective client.

    — Max & Sonja

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our blogs

We believe having insights written by regulated individuals can help you improve your financial education by understanding finances, learning financial literacy, and updating you on the changes to the economy. Giving you the confidence to make informed financial decisions.

 

get in touch

Take control of your future. Talk to one of our independent financial planners.