Families are at the heart of everything we do.
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WE HELP PEOPLE
We are a single-solution financial planning business helping people solve their most important financial challenges.
Financial stress is a leading cause of family stress, family breakups, and business blowups. Most families and small businesses need a plan and guidance to support their decision-making.
We can help design tailored plans aligned to your lifestyle, focusing on preserving generational wealth.
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Individual
Family
Business
We cover three main approaches to support you in your wealth building journey.
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TAILORED PROGRAMS TO MATCH YOUR NEEDS
It's not just about making money. It's about building meaning and purpose and taking care of the really important things in life.
Discover how our simple and forward-thinking programs will guide you towards your future wealth, protect what you've worked so hard to achieve and zero in on those essential financial matters to give you the direction you need.
Life is better with a plan.
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GET STARTED
GROW YOUR WEALTH WITH CONFIDENCE
Our personalised financial planning and investment advice will ensure your money works well for you and will help you avoid the common pitfalls and uncertainty when you don't have the knowledge or the time.
We'll also help protect you and your family against unforeseen events with our expert risk management and insurance solutions. It's all part of the plan.
Let's get started.
At Network, we believe in building a solid financial foundation with the right advice.
Whether you're an experienced investor or just starting out, our Get Started program is dedicated to providing you with the right advice and proven strategies that will always align with your unique lifestyle and goals.
ONTRACK
GET CLEAR DIRECTION WITH YOUR FINANCES
Whether you're a seasoned investor or just getting started, our dashboard and check-in program will help you measure and understand where you are in your financial plan and to focus on what's most relevant. Our biggest goal is to be by your side to support you on your journey.
Let's get on track.
Get clear direction for your finances to know where you should be in the future and at every step along the way.
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Our ONTRACK program will help you see the way forward with your day-to-day spending, reducing your loans and debts, and investing to build your overall wealth.
OUR SERVICES
Preparation is the key. You can't move forward to create multi-generational wealth without planning ahead and having the right help to stay on track along the way. This is how we help you get started.
FINANCIAL PLANNING
Life is better with a plan.
Get started with your financial roadmap to get from A to B and beyond.
INSURANCE & RISK MANAGEMENT
Financial risks come in all shapes and sizes, and when you least expect them. So, it makes sense to build reliable safety nets to secure your financial future now when everything is going well.
Secure your financial future with reliable safety nets.
INVESTMENTS
& WEALTH MANAGEMENT
We help you grow and manage your wealth with our tailored investment advice so you can avoid the common pitfalls and uncertainty when you don't have the knowledge or the time.
Avoid the common pitfalls when investing to build long-term wealth.
LEGAL ADVICE, SUCESSION
& ESTATE PLANNING
Your wealth sits within a complex legal framework. We help you take control with Wills, Powers of Attorney, wealth structures for your family as well as commercial agreements and succession planning for your business.
We help you take control and simplify the complex legal needs for your family.
ACCOUNTING &
TAX PLANNING
We will help you with your tax returns, business tax planning & advisory, preparation of financial statements and SMSF administration services.
We help you take control and simplify the complex legal needs for your family.
BUSINESS PLANNING
& CONSULTING
We help you build plans and strategies aligned with your business purpose. And we help business owners work on their business instead of in their business.
Build your business to align with your purpose.
OUR FINANCIAL PLANNING PROCESS
BUILDING FINANCIAL HOPE
IN FAMILIES
Families are being squeezed. And incomes are not increasing at the same rate as the cost of living. Add on higher debt levels and repayments, and things are feeling pretty tight. Families need new hope to get on track with their important goals in life, and Network is here to help. Let's get started and put that smile back in place.
Life is better with a plan.
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FINANCIAL PLANNING FOR YOU & YOUR FAMILY
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We make it easier for you to get the help you need by bringing all your financial solutions together in one place.
Our highly experienced and licensed professional network will help you plan, grow and manage your wealth for generations by providing goals-based financial solutions for individuals and families.
We'll guide and be by your side at every step and for all life stages, supporting and conveniently connecting you to ongoing professional advice to help you reach your goals.
BUSINESS PLANNING & CONSULTING
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Family businesses employ around 50% of Australia's overall workforce. And many of our clients run a family-owned business, which is their main source of income and an important part of their overall planning.
We help you build plans and strategies aligned with your business purpose, develop financial forecasts, and deliver excellent products or services.
With clear and easy-to-follow business plans, we help you and your business reach the right market, increase sales, and deliver value to your customers.
Our guidance and ongoing support will help your business move forward confidently, make better decisions and reach your business goals.
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More than happy clients.
READY TO SERVE YOU
Shaun O'Keefe
CEO
Financial Adviser
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Ashlee Zimmerle
Paraplanner
Purpose Paraplanning
Maria Melo
Change Manager
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Teagan Pope
Client Services Officer
Financial Planning
David Coomber
Director
Network Family Office
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Samantha O’Keefe
Administration &
Support
Thiago Borrelli
Provisional Fin. Adviser
Professional Investor
Otavio de Moraes
Finance Broker
2M Captial Partners
MESSAGE FROM SHAUN | CEO
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Network is a family-focused business working to change the financial planning experience in Australia. And we're committed to building real human connection between our clients and their financial goals and dreams by prioritising our relationships with them over profits.
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We continue to be passionate about building a special company - one that is focused on serving the generations so they can grow and manage their family wealth. Together with you, we can continue in this purpose, and I thank you for joining us on this special journey.
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All Rights Reserved © 2019 - 2024 Network Financial Planning | Sunshine Coast
ABN 21 634 774 655 Network Financial Planning Pty Ltd is a Corporate Authorised Representative ASIC 1277155 of Lifespan Financial Planning Pty Ltd AFSL 229892
ABN 23 065 921 735 Accessibility Statement NDIS Registration ID: 4-GADL3VV