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Financial solutions tailored to You.
Discover provides expert guidance to help you build a secure, prosperous financial future.
We practice 360° financial planning with our unique four-step process.
Other financial planners may push their products and start with a pre-created plan before meeting with you, we always begin with discovering what matters most to you first.
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We start with a blank piece of paper and no agendas. We listen to you, your current situation, obstacles and lifestyle dreams. It’s only then do we create your financial roadmap.
Step 1:
Discover
This crucial first step ensures we understand what matters most to you about money and life.
Step 2:
Analyse
With a clear understanding of your goals, we personalise your financial roadmap with a clear, step-by-step plan.
Step 3:
Implement
It's go time. We work closely with you to implement your new financial strategies.
Step 4:
Review
Unlike many advisers, we help you stay on track for life by continuously reviewing your plan to ensure you meet your financial goals.
Our Services
Financial
Advice
Setting you up for success
At Discover Financial Partners, we want to take the guesswork out of your financial future. We strongly believe that building confidence about your own finances will set you up for success. So our team will work alongside you to help navigate the complexities of financial planning, from investment strategies to retirement planning, providing personalised financial advice tailored to your unique needs and goals.
We prioritise your financial well-being, making sure you have a clear and actionable roadmap for a secure future. One that’s achievable and regularly managed!
Investment
Strategies
Reaching your financial goals
We offer tailored investment strategies designed to help you achieve your financial goals. Our experienced advisors work closely with you to discover your short and long term financial goals and create a personalised plan that aligns with your risk tolerance and timeline.
Whether you're looking to grow your wealth, secure your retirement, or diversify your portfolio, we provide expert guidance and innovative solutions to maximise your returns. We will navigate the complexities of the market and ensure your investments are well-positioned for success.
Self-Managed Super Funds
Making SMSF easy
Discover Financial Partners offers comprehensive guidance on self-managed super funds (SMSFs), empowering your path to retirement savings. SMSFs are a great solution to gain more control, maximise returns and have less tax burdens but can seem complex. Our highly qualified team are expert in setting these up, ensuring compliance with regulations and tracking your returns, so you can sit back and watch it grow.
Whether you're looking to diversify your portfolio, reduce fees, or gain greater flexibility in your retirement planning, we are here to support you every step of the way. We’ll help you achieve financial independence and secure your future with confidence.
Private
Wealth
Focussed financial advice
We offer a tailored private wealth service designed to simplify and strengthen your financial life. You get direct access to a dedicated team of advisers who take the time to understand your goals, lifestyle, and priorities. Together, we build a strategy that protects your assets, grows your wealth, and adapts as your needs evolve.
From investment management to tax planning and estate structuring, every recommendation is personal, clear, and actionable. Our focus is on long-term relationships, not one-size-fits-all solutions. You stay in control, informed, and confident—every step of the way.
Retirement Planning
Stress-free retirement strategies
We specialise in retirement planning, helping you look forward to retirement and build a secure and comfortable future. Discover Financial Partners want to help you answer all those retirement questions like: Do you have the right mix of investments now? Are you risking your retirement with aggressive investments? How can you combat changes in cost of living? What’s the best way to track your progress and What income will you be able to draw on?
Developing a personalised retirement strategy that aligns with your retirement goals and lifestyle, from superannuation management to investment planning, we provide expert guidance to maximise your retirement savings and ensure financial independence. We will set you on a path to a fulfilling your retirement with confidence and peace of mind.
Debt Management
Balancing the right kind of debt
Discover Financial Partners aims to help find the sweet spot for financial security with better debt management. Whether you're dealing with credit card debt, personal loans, or other financial obligations, we offer practical advice and support to help you achieve financial stability.
We’ll set you on a roadmap to regain control of your finances with expert debt management solutions that reduce debt costing you money, help you retain debt that benefits your investments, simplify debt reduction, assist in using debt to manage cash flow, and effectively manage tax related to borrowing for investing. We will work with you to develop personalised strategies to improve your financial health.
Life
Insurance
Protecting your loved ones
At Discover Financial Partners, we offer comprehensive life insurance solutions to protect your loved ones and secure your financial future. If your loved ones suddenly lost you, they could also lose their home, income and lifestyle. Life insurance can make a difficult situation a little easier with the security of income or a lump sum that can fund the lifestyle they’re used to.
Helping you choose the right policy tailored to your needs will ensure peace of mind and financial stability. Whether you're looking for term life, whole life, or income protection insurance, we provide personalised advice to safeguard your family's well-being. Guiding you through the complexities of life insurance and ensure you have the coverage you need will be made easy.
Family
Law
Supporting you through divorce
Our team specialises in financial advice for navigating family law matters, ensuring your financial interests are protected during challenging times. Working closely with family divorce lawyers we can identify your most important financial goals, craft a tailored plan and give you confidence and clarity on what your financial roadmap might look like.
Discover Financial Partners can provide personalised strategies for managing assets, dividing property, and planning for your financial future post-separation or divorce. We understand the complexities of family law and are committed to helping you achieve a fair and equitable outcome. We will support you with compassionate guidance and practical solutions unique to your situation.
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