Helping You
Pursue True Wealth


True wealth is more than just money. It's being able to live the life you want. It's making sure your family are protected and the next generation will have a legacy. It's spending time with those you care most for. It's about doing the things you love. It's confidence in your future.

Speak with an Adviser

Helping You
Pursue True Wealth


True wealth is more than just money. It's being able to live the life you want. It's making sure your family are protected and the next generation will have a legacy. It's spending time with those you care most for. It's about doing the things you love. It's confidence in your future.

Speak with an Adviser

Helping You
Pursue True Wealth


True wealth is more than just money. It's being able to live the life you want. It's making sure your family are protected and the next generation will have a legacy. It's spending time with those you care most for. It's about doing the things you love. It's confidence in your future.

Speak with an Adviser

Helping You
Pursue True Wealth


True wealth is more than just money. It's being able to live the life you want. It's making sure your family are protected and the next generation will have a legacy. It's spending time with those you care most for. It's about doing the things you love. It's confidence in your future.

Speak with an Adviser

How Can We Help?

At Common Sense Financial Planning, our mission is to help you reach your goals, whether you’re just starting out, growing your family, prepping for retirement, or enjoying your golden years.

Set me up for success

I'm a young professional looking to grow my family, eliminate debt and build my wealth.

Help my family be safe and grow

I want to protect my family and the wealth I've grown, putting it to work for me so I can continue to build my assets.

Accumulate wealth and pursue goals

I want to protect the wealth I've built and get it working harder for me to, ensuring my family and I can create great memories together.

Prepare for retirement, make the most of it

I want to ensure we have the money we need to enjoy ourselves (without the worry of running out anytime soon!).

How Can We Help?

At Common Sense Financial Planning, our mission is to help you reach your goals, whether you’re just starting out, growing your family, prepping for retirement, or enjoying your golden years.

We are your

Coach

We’re here to coach you through the most important parts of your life so nothing keeps you from achieving your goals.

Coaching

Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Partnership

Guide

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Guidance

We are your

Coach

We’re here to coach you through the most important parts of your life so nothing keeps you from achieving your goals.

Partner

One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.

Guide

We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Financial Planning

We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

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Retirement Planning

We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our Common Sense process.

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Risk Management

We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.

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Investment Management

Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.

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Legacy Planning

We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.

Learn More

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Insights

Schedule a Consultation

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Office Phone
06 843 1915

Office Hours
Mon – Fri 9:00am – 4:00pm

Doug and Renae

“We have been working with Brad over the last 12 months, he has tailored our insurance plan to suit our lifestyles, it is always easy when we meet with Brad and he ensures that we have a full understanding of our policies.”

Graeme and Julie

“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”