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WE HELP PEOPLE
We are a single-solution financial planning business - the human connection helping people solve their most essential 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.
OUR SERVICES
FINANCIAL PLANNING
Preparation is the key. You can't move forward to create multi-generational wealth without planning ahead. This is how we help you get started.
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.
INVESTMENTS
& WEALTH MANAGEMENT
We help you grow and manage your assets and reduce your liabilities, all while maintaining a healthy cash flow. This is crucial for building and preserving your generational wealth.
LEGAL, 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.
ACCOUNTING & TAX PLANNING
We will help you with your tax returns, business tax planning & advisory, preparation of financial statements and SMSF administration services.
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.
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.
TAILORED PROGRAMS TO MATCH YOUR NEEDS
It's not just about making money. It's about building meaning and purpose for your life.
Discover how our simple and forward-thinking programs will guide you towards your future wealth, focusing on those essential and practical financial matters, and giving you the direction you need.
Let's get started.
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"I don't have time, and I don't know how to do it" is what we hear most from our clients when it comes to taking care of their finances. Creating a long-term plan and building wealth can even seem unattainable, which can be really frustrating. And that's won't even take the first step.
Now imagine gaining access to a structured pathway through the complex world of finance. Picture having access to exclusive insights and strategies that could accelerate your wealth creation journey.
At Network, we believe in building a solid financial foundation. Whether you're an experienced investor or just starting, we're dedicated to providing guidance and proven strategies that will always align with your unique lifestyle and goals.
Do you feel like you already have everything in place - but need a hand to keep things moving in the right direction?
ONTRACK will guide and keep you focused on achieving your financial goals aligned with your lifestyle.
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At Network, our dashboard and check-in program will help you measure, understand where you are along the way, and focus on what's most relevant. Our biggest goal is to be by your side on this journey.
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BUSINESS PLANNING & CONSULTING
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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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NDIS PLAN MANAGEMENT & SUPPORT
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We help people with disabilities to better manage and monitor their NDIS budgets.
As a team, we'll work with your Support Coordinator and Plan Manager to help with your core support and capacity-building budgets. With a tailored financial plan, our focus is to help you better manage your day-to-day and long-term finances, reducing anxiety and stress so you can focus on what's most important for you.
With Network, you will be empowered to build greater independence and quality of life.
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ASK AN ADVISER NOW
More than happy clients.
READY TO SERVE YOU
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Shaun O'Keefe
CEO | Financial Adviser
Debbie French
Financial Adviser | Aged Care Specialist
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Samantha O’Keefe
NDIS Plan Management
Maria Melo
Business Development Manager
Thiago Borrelli
Provisional Financial Adviser
David Coomber
Advisory Board Chair
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Ashlee Zimmerle
Paraplanner | ONTRACK Dev
SHAUN O'KEEFE | CEO
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Network is a family focused business working to change the financial planning experience in Australia. And we're focused on building real human connection between our clients and their financial goals and dreams by prioritising relationships over profits.
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We continue to be passionate about building a special company - one that is focused on serving the generations to build and manage their family wealth, and together with you, we can continue in this purpose. Thank you for joining me on this special journey.
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