GoodPlans Financial Solutions: Investing in your dreams and a brighter world.
We offer expert financial planning and investment management, with a commitment to supporting nonprofit causes. Secure your financial future while making a positive impact.
Learn More About Our Mission
At GoodPlans Financial Solutions, nestled in the vibrant Docklands of Melbourne, Victoria, we are more than just financial advisors; we are your partners in building a secure financial future while fostering positive change in our community and beyond. Our journey began with a simple yet profound vision: to harmonise financial success with ethical responsibility. Founded in 2010 by a group of passionate financial experts and community advocates, GoodPlans was established to provide Australians with comprehensive financial services that not only meet their personal and business objectives but also contribute to a greater good.
From our humble beginnings, we've grown into a trusted name in financial planning, investment management, and superannuation advice across Victoria and Australia-wide. Our core values are deeply rooted in integrity, transparency, and a genuine commitment to our clients' best interests. We understand that financial decisions are deeply personal, and we approach each client relationship with empathy and a dedication to crafting bespoke solutions that align with their unique circumstances and aspirations.
What sets GoodPlans Financial Solutions apart is our unwavering dedication to nonprofit causes. We firmly believe that businesses have a responsibility to contribute to society, and we've integrated this philosophy into the very fabric of our operations. A significant portion of our annual profits is directed towards supporting impactful nonprofit organizations that are working tirelessly to address pressing social and environmental challenges. We actively seek out partnerships with charities and initiatives that resonate with our values of sustainability, community well-being, and ethical practices.
Our team comprises highly qualified and experienced financial professionals who are not only experts in their respective fields but also share a common passion for making a difference. We invest continuously in professional development to ensure we remain at the forefront of industry best practices and can provide our clients with the most informed and effective advice. We pride ourselves on creating a welcoming and inclusive environment where our clients feel comfortable discussing their financial goals and concerns.
GoodPlans Financial Solutions is committed to fostering long-term relationships with our clients, built on trust, mutual respect, and shared values. We are here to guide you through every stage of your financial journey, from building your wealth to protecting your assets and planning for a comfortable retirement. We invite you to join us in our mission to create not just good financial plans, but good plans for a better world.
At GoodPlans Financial Solutions, we believe in the power of collective action and the profound impact that businesses can have on societal well-being. Our mission extends beyond providing exceptional financial services; we are deeply committed to fostering a culture of giving back and supporting nonprofit organizations that are on the front lines of creating positive change in our communities and around the globe.
We actively seek out partnerships with nonprofit organizations that align with our core values of sustainability, community empowerment, and ethical responsibility. These partnerships are not merely philanthropic gestures; they are integral to our business model. We believe that financial success and social impact are not mutually exclusive but rather synergistic forces that can drive meaningful progress.
Each year, GoodPlans Financial Solutions pledges a significant portion of our annual profits to support our nonprofit partners. This financial commitment enables these organizations to expand their reach, enhance their programs, and ultimately make a greater difference in the lives of those they serve. Beyond financial contributions, our team members are encouraged to volunteer their time and skills to support these causes, further strengthening our connection to the community and amplifying our impact.
In 2024, we are proud to partner with three exceptional nonprofit organisations, each dedicated to addressing critical needs within our society. These include the 'Sustainable Futures Initiative', focused on environmental conservation and promoting sustainable living practices; 'Empower Local Communities', dedicated to providing education and resources to underserved communities within Victoria; and 'National Health Support Network', working to improve access to healthcare for vulnerable populations across Australia. Through these partnerships, we aim to address a diverse range of social and environmental challenges, reflecting our holistic approach to corporate social responsibility.
We believe that our clients are also our partners in this mission. By choosing GoodPlans Financial Solutions, you are not only securing your financial future but also contributing to a brighter world. We regularly highlight the work of our nonprofit partners through our platforms and encourage our clients to get involved, whether through volunteering, donations, or simply spreading awareness. Together, we can amplify our impact and create a ripple effect of positive change.
of annual profits donated to nonprofit partners
Volunteer hours contributed by our team
Nonprofit partnerships in 2024
The Local Community Support Initiative is a vital organisation providing crucial support to families and individuals in need within the Docklands and greater Melbourne area. Their programs focus on education, resource provision, and community building, empowering individuals to overcome hardship and achieve self-sufficiency. We are proud to support their efforts in strengthening our local community.
At GoodPlans Financial Solutions, we offer a comprehensive suite of financial services meticulously crafted to guide you towards achieving your financial aspirations while upholding ethical and responsible practices. Our services are designed to cater to a diverse range of needs, whether you are an individual seeking to secure your family's future, a business owner aiming for sustainable growth, or a nonprofit organisation looking to maximise your impact.
Navigate the complexities of the investment landscape with confidence through our expert investment management services. Our seasoned advisors develop personalised investment strategies meticulously tailored to your individual risk tolerance, financial objectives, and ethical considerations. We specialise in identifying and curating sustainable and ethical investment options, ensuring your portfolio not only generates robust returns but also aligns with your values. From portfolio construction and diversification to ongoing monitoring and performance reporting, we provide end-to-end investment management to help you grow your wealth responsibly.
Plan for a comfortable and secure retirement with our comprehensive superannuation advice services. Superannuation is a cornerstone of retirement planning in Australia, and navigating its intricacies can be challenging. Our dedicated superannuation advisors provide clear, strategic guidance to help you maximise your retirement savings. We offer expert advice on fund selection, contribution strategies, consolidation options, and pension planning, ensuring you are well-positioned to enjoy your retirement years to the fullest. We take a proactive approach to superannuation management, regularly reviewing your strategy to adapt to changing circumstances and legislative updates.
Achieve your short-term and long-term financial goals with our personalised financial planning services. Our certified financial planners work closely with you to develop a holistic financial roadmap that encompasses all aspects of your financial life. We take the time to understand your unique circumstances, aspirations, and values, crafting bespoke financial plans that address your specific needs. From budgeting and savings strategies to debt management, wealth accumulation, and estate planning, we provide comprehensive financial planning to empower you to make informed decisions and build a secure financial future. Our ongoing support and plan reviews ensure your financial plan remains relevant and effective as your life evolves.
Protect your assets, your loved ones, and your financial future with our tailored insurance solutions. Life is unpredictable, and having the right insurance coverage is essential for safeguarding against unforeseen events. Our insurance specialists provide expert guidance in identifying and securing the appropriate insurance policies to mitigate risks and provide peace of mind. We offer a comprehensive range of insurance options, including life insurance, income protection, total and permanent disability insurance, and critical illness cover. We work with reputable insurers to find cost-effective solutions that meet your specific protection needs, ensuring you have a robust safety net in place.
Discover how GoodPlans Financial Solutions has helped individuals and families across Australia achieve their financial goals while making a positive impact on the world. Hear directly from our satisfied clients about their experiences and the value they've gained from partnering with us.
"Switching to GoodPlans Financial Solutions was one of the best financial decisions I've made. Sarah and her team took the time to understand my goals and values, and crafted a financial plan that truly reflects them. I especially appreciate their commitment to ethical investing and supporting nonprofit causes. It feels good to know my money is working for me and for a better world."
Small Business Owner, Melbourne
"As a retiree, I was looking for a financial advisor who I could trust completely. John at GoodPlans has been exceptional. He patiently explained complex financial concepts, helped me consolidate my superannuation, and developed a retirement income plan that gives me peace of mind. Their dedication to community support is also very impressive."
Retiree, Sydney
"Starting out my career, financial planning felt overwhelming. Emily from GoodPlans made it accessible and straightforward. She helped me set up a budget, start investing, and even think about ethical investment options from the get-go. I feel so much more confident about my financial future thanks to their guidance and support."
Young Professional, Brisbane
Our team of highly qualified and experienced financial professionals is the heart of GoodPlans Financial Solutions. We are passionate about empowering you to achieve your financial goals and are united by a shared commitment to ethical practices and community support. Get to know the individuals who are dedicated to guiding you on your financial journey.
Senior Financial Planner
Alexandra is a Certified Financial Planner with over 15 years of experience in the financial services industry. Her expertise lies in crafting comprehensive retirement plans and developing ethical investment strategies that align with her clients' values. Alexandra is passionate about empowering individuals to take control of their financial futures and achieve long-term security. She holds a Bachelor of Commerce from the University of Melbourne and is an active member of the Financial Planning Association of Australia.
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Investment Manager
Michael is a highly skilled Investment Manager with a proven track record of success in portfolio management and financial analysis. He specialises in developing sustainable and growth-oriented investment portfolios, leveraging his data-driven approach and deep understanding of market dynamics. Michael holds a Master of Finance from Monash University and is committed to delivering exceptional investment outcomes for his clients. Outside of work, Michael is an avid advocate for responsible investing and regularly contributes to industry publications.
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Client Services Manager
Priya is dedicated Client Services Manager who ensures exceptional client experiences at every touchpoint. With her warm and approachable demeanor, Priya builds strong and lasting relationships with clients, providing personalised assistance and support. She is highly organised and efficient, ensuring smooth and seamless service delivery. Priya holds a Bachelor of Business Administration from RMIT University and is passionate about creating a welcoming and supportive environment for all GoodPlans clients.
LinkedInReady to take control of your financial future and contribute to a greater cause? We're here to help. Contact us today to schedule a complimentary consultation, learn more about our services, or discuss how we can partner with you to achieve your financial and philanthropic goals. Our team is available to answer your questions and guide you through the next steps.
18 Harbour Esplanade, Suite 2203, Docklands, Victoria, 3008, Australia
+61 3 9021 5400
info@goodplansfinancial.com.au
Monday - Friday: 9:00 AM - 5:00 PM