Armstrong Financial Planning

A is for Advice

Helping you make Smart Financial Decisions

“People don’t Plan to Fail, They just fail to plan”

-John Beckley-

Welcome to ARMSTRONG FINANCIAL Planning

Quality Advice. Making Goals Achievable

Armstrong Financial Planning believes in the difference advice can make. No matter what stage of life you are at, or what your goals may be, we can work with you to deliver a plan that get’s you there.

Armstrong Financial Planning can help you;

take control of your super and boost your retirement savings
invest for a goal
ensure your most valuable assets such as your home are protected
manage your debt and pay off your home sooner
provide strategies to meet future education expenses
maximise your government, pension or social security requirements, and more.

To help get you started book in and let’s start the conversation!

Let's Get Planning

Customized Financial Planning & Investing

Looking for a financially secure future? Let us be your GPS!

Imagine dealing with a qualified team of friendly, down to earth professionals who can deliver a new financial plan for you in just weeks.

Our team approach is based on strategy to deliver the lifetylse you desire and deserve, and not products, delivering the best outcomes for you.

Take control of your financial future, and feel relief in knowing that you are heading in the right direction. That’s our gurantee to you.

Let's Get Planning

Our 4 Step Process

Delivering the Lifestyle Outcomes of Planning, Your Advice Journey, it’s all about YOU!!

Step 1

Discovery

Find out about who you are & what makes you tick.

Look at what you have now & what Goals & Ambitions you have financially for the future.

Step 2

Research

What have you got, is it right for you?

What alternatives are out there?

STEP 3

Develop

We put together a customised Financial Plan just for you – no 2 people are the same!

We look for the Best Interest Solution which includes costs & outcomes.

We look at your cashflow & make recommendations around how you should harness it to increase your wealth.

STEP 4

Support

This is about keeping you on track.

We adjust what you are doing as your circumstances change.

We help you in achieving your Goals.

Acting in your best interests in every way

– David Armstrong-

Services

Armstrong Financial Planning provide tailored financial advice to their broad range of clients. No client is ever too big or small for us to work with.

Find Out More

Superannuation

Superannuation. It’s something you probably have but do you know exactly how much money you have in your superannuation fund – and what amount you will have access to when you retire? Find out more…

Self Managed Superannuation

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund. SMSFs are quite different from other super funds because they’re run by you, for you and any other members of your SMSF. SMSFs are established for the purpose of building retirement savings. Find out more...

Retirement Planning

How much is enough?

Working out how much you will need to fulfill your dreams for a ‘comfortable’ retirement is something very unique and personal to you. Find out more…

Wealth Protection

Wealth protection is all about reducing the risks associated with wealth accumulation and the protection of what you have already acquired.

You may be thinking ‘who needs life insurance? Find out more…

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate planning is an effective method to take an overview of your assets, consider how they’re structured and how you’d like them to be distributed after you die. It’s just as important to provide for yourself as it is for the future. Find out more…

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

There are two basic types of debt we use in our everyday lives:

Bad debt, and
Good debt

Find out more...

Aged Care

Knowing what to do and what your options are when you or your loved ones can no longer live independently can be confusing. Getting the right information and advice now will help you make the best choices for your future care, security and happiness. Plan ahead to give yourself and your family time to make the best decision.
Find out more…

Let’s Create a Strategy That Works For YOU

Let's Get Planning

We want you to live your Dream!!

-David Armstrong-

Research

Financial Resources and News

Armstrong’s latest thinking on investing, wealth creation and industry news.
Please contact us to suggest a future article topic.

"David is professional and has a easy method of explaining complex matters. We trust David 100%."

John & Rita

"We have been with David for many years looking after our investments and has always been there when we needed him. Would have no hesitation in recommending David."

Jim & Annette

"Usual common sense approach by David. Very honest and supportive. Happy to recommend"

Peter Kale

"Mr Armstrong has the ability to impart his knowledge which is easy to understand. He is patient and explains financial information which is easily understood. He is professional and business like in his approach when dealing with clients."

John & Maria Gandey

"Known David Armstrong for many years now and he has always done his best for our needs and lifestyle. "

Paloma and Rod

"Always is professional and provides information and investment that suit my needs ."

Bruce Richards

"David has provided advice for me with regard to Super, Insurance and Investments. His experience and professionalism provide me with a great deal of comfort. He has always been available when i have needed him and I have always felt that he has my best interest in mind with all advice he presents. He is not the kind of advisor who will make you feel pressured to take up something that you are uncomfortable with, but rather he takes the time to make sure you understand and are comfortable with his recommendations. I have no hesitation is recommending David and his team to my Family and Friends."

Josh Richards

"David is very clear and knowledgeable with his information."

Darren Craig

"David has always been very professional in assessing our needs and the way forward. We feel very comfortable in trusting his advice and assessment of strategies for our future retirement We would have no hesitation and referring David to others for their financial planning needs."

Les & Jacqui Martin

"I feel very comfortable with David managing my funds and advising me about various issues to do with my retirement fund."

Val Harvey

"David has managed my retirement fund successfully for 16 years ; I couldn't be happier with the result today and would recommend him to everyone."

Noela B

"It is important to gain the right advice for tax effective strategies and investments. David has been very helpful and personable in his approach."

Mark Hopkins

"I have been with David since he first started in his capacity as an NAB financial advisor and would not hesitate to recommend him to any of my friends who wanted someone reliable to manage their retirement funds."

John & Shirley

"David has provided me with excellent service for more than 12 years; both pre and post retirement."

Digby Ellis

"We are very fortunate to have David Armstrong looking after our Super."

Edward & Thelma

"Extremely professional and knowledgeable in all aspects of his advice and guidance. "

Ray & Carolyne Mulholland

"David is always very helpful, explains situations clearly and usually helps me to feel positive about my investment strategy. Giving me his undivided attention for the duration of the visit is always a plus."

Colin Tait