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FAMILY OFFICE LOGO HERE

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LIFE IS BETTER WITH A PLAN

You are at the heart of our service.

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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.

OUR APPROACH

Individual
Family
Business

We cover three main approaches to support you in your wealth building journey.

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SERVICES

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.

INDIVIDUAL & FAMILY

FINANCIAL PLANNING FOR YOU & YOUR FAMILY

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 in
dividuals 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.

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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.

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

BUSINESS PLANNING & CONSULTING

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.

NDIS
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NDIS PLAN MANAGEMENT & SUPPORT

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

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More than happy clients.

Industry leaders with over 50 years of experience ready to hear from you

Book your free 30 minute session with our advice professionals

READY TO SERVE YOU

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Shaun O'Keefe

CEO | Financial Adviser

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Debbie French

Financial Adviser | Aged Care Specialist

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Samantha O’Keefe

NDIS Plan Management

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Maria Melo

Business Development Manager

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Thiago Borrelli

Provisional Financial Adviser

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David Coomber

Advisory Board Chair

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Ashlee Zimmerle

Paraplanner | ONTRACK Dev

CONTACT SHAUN MESSAGE

SHAUN O'KEEFE | CEO

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.

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. 

 

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