Financial Planning

Financial goals are different for everyone. Our people listen to your objectives, and structure achievable goals that take into account your current and future needs.

With decades of experience providing quality advice on superannuation, estate planning, investment planning and wealth creation, our professionals will work with you to design a financial plan tailored to your unique situation.

Our experienced team provides a three-stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

To map out the best financial plan for you, we get to know your financial goals, lifestyle, and what you want your money to do for you. Then, we create a clear vision. The financial plan our experts prepare will help you build the life you want.

We take the time to look at your financial direction, so you don’t take unnecessary risks with your future. We can help you create an investment strategy, find a better way to become debt-free, ensure your loved ones are protected, and plan for retirement.

Through our partnership with Prime Financial Group, Hughes O’Dea Corredig Financial Services will tailor advice to your financial and lifestyle goals, provide ongoing support, and help you stay motivated.

Discover how we can help you define your financial planning goals.

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Supporting your wealth journey

It pays to have goals, and Hughes O’Dea Corredig can help you achieve yours. Access our knowledge and resources today and take the first step toward planning your financial future.

Tailored financial advice

Whether you prefer to make your own financial decisions, or wish to plan your financial future with expert guidance from our specialist team, you can choose what best suits your needs.

Preparing for your first meeting

The more information you bring regarding income, expenses, assets and debts, the better. And as well as the paperwork, your goals and what you hope to achieve are the key to understanding your financial situation.