Financial Planning

At Oreon Partners, our financial planning services are designed to ensure your peace of mind and help you achieve your personal and business goals. We also collaborate with other professionals, including accountants and lawyers, to create strategies and prepare necessary reports or documents for your individual needs.

Our approach is always focused on you, so we understand your situation and the financial and lifestyle goals you want to achieve. Our Director of Oreon Financial Planning, Matthew Pelizzari, can provide high-level financial planning, advice and strategies in areas including:

  • Wealth Accumulation – including gearing/borrowing techniques to accelerate wealth and manage income, budgeting recommendations, savings programs and salary packaging
  • Personal Insurances – offering solutions to ensure you are protected against unforeseen events by providing income protection and covering your family through insurance options such as Total and Permanent Disability (TPD) and Trauma/Critical Illness
  • Business Insurances – enabling your business to continue to operate effectively in the event of a disability, critical illness or even death. We can also help you implement a business risk management plan to deal with any unforeseen events
  • Business Succession Planning – ensuring the ongoing viability of your business, protecting the value and control of your equity and providing financial security
  • Superannuation and retirement planning – helping you create a plan for retirement by exploring investment options and tax strategies, monitoring investment performance and maximising income for and during retirement
  •  SMSF advice and strategies ­– offering high-level superannuation SMSF planning, advice and strategies on areas including pension/income streams, estate planning and investments
  • Aged care planning – assisting in exploring options and strategies in areas such as benefits, asset preservation, investment options and more.

To learn more about our financial planning services, contact Oreon Partners today.

Oreon Financial Planning Pty Ltd
Australian Financial Services Licence No: 470507
ABN: 35 146 245 865
Matthew Pelizzari is an authorised representative of Oreon Financial Planning Pty Ltd