Carnegie Financial Planning
Investment Plans in Parramatta

Your partner in managing, protecting and building family wealth. Our business is built on a fee for advice basis with the option of engaging us for specific issues or as part of an ongoing advice service. It will involve the entire carnegie team working to deliver the best strategies, products and services. Your financial plan will be tailor made to protect, build and manage your wealth. Managing wealth: is about knowing where your wealth is and how to structure your finances to achieve your goals. Building wealth: is about controlling your cash flow and using it to implement investment strategies and to help you work towards financial independence where your wealth can sustain your life. Wealth protection is the smart use of personal life insurance to shield your family and wealth against uncertainties like disability and sickness and certainties like death. Together we can focus on: protecting wealth: for most of us our work sustains our life. We have an inhouse accountant and lending manager to develop integrated solutions that will help protect, build and manage your wealth. A financial adviser is a coach who will keep you honest and focused on your goals, who will stick with you as times get tough and share with you as you ascend towards your goals. A financial adviser is a strategist with experience and professional skills that can help you achieve your financial goals. A gps can help you get you to a destination with time to spare or show you where to stop along the way. A financial adviser is an expert guide and an educator, showing you how to make smart decisions about your money. A gps gives you direction, helps you get back on track if you miss a turn, shows you which roads to take and which to avoid. Are you making smart decisions about your money? working with a financial adviser is like having a gps navigator in your car helping you get to your destination. Thank you for your business now and in the future.

Welcome to Carnegie, a private group of companies that offers fully integrated financial solutions for our clients. We have partnered with many of our clients for over 10 years demonstrating our commitment to a lengthy term relationship with our clients. Carnegie is committed to helping you attain your personal or business goals by developing strategies that will aid build, protect and manage your wealth.