We help you find a clear
path
to financial success.
We create a financial roadmap with the right financial strategies to grow, protect, and optimise what you've built.
The first step is a conversation. No jargon, no pressure.
Just a chance to understand what’s important to you and whether we’re the right fit. From there, we’ll guide you through a structured advice process designed to bring clarity, confidence, and direction to your financial future.
Your first step is a friendly introductory call with one of our advisers.
We’ll talk through your situation, the kind of advice you’re looking for, and answer any questions you have before booking a Discovery Meeting.
Discover
Let’s get to know each other
- Understand your goals
- Assess your risk profile
- Build a clear picture of your situation
- Determine how we can add value
Strategise
Agree on the Statement of Advice
- Collaborate with your team
- Analyse the data
- Model your financial future
- Develop an investment strategy
- Present and discuss the plan
Implement
Let’s get your investments underway
- Review and confirm the advice and fees
- Seek your approval
- Meet with your admin specialist
- Take control of the management and day-to-day admin
Track
Monitor progress toward your goals
- Plan regular reviews
- Adjust to changes in your circumstances or legislation
- Update the strategy as needed
- Provide ongoing peace of mind
"Eventually everything connects – people, ideas, objects. The quality of the connections is the key to quality per se."
Charles Eames
Getting the right advice starts with understanding your full picture.
Our process is designed to be clear, thorough, and focused on your goals – not rushed decisions.
We begin with an introductory call to understand what’s brought you here. From there, we move through a structured advice process that gives you clarity, confidence, and a strategy built for your life – not someone else’s. Every step is tailored, and every recommendation is made with your long-term success in mind.
Our Initial
Discovery Meeting
The purpose of this one-hour meeting is to gain a good understanding of any decisions you are facing, along with your broader goals, objectives, and current situation. We will discuss the services we provide and the value we offer our clients. After this meeting, we will agree on whether personal advice would be beneficial for you and what the cost and scope of that advice would include.
Goals, Research,
and Preparing the Advice
If we are agreed that you would benefit from personal advice and you decide to engage our services, we will prepare a personalised financial plan. We conduct a deep analysis of your financial circumstances, which includes reviewing your income, expenses, financial assets and liabilities, asset allocation, and more. We may have multiple meetings or phone calls during this process. Our services are suited to individuals seeking ongoing advice, as it allows you to receive the maximum benefit.
The Personalised
Financial Plan
We will present your financial plan, including our investment recommendations and strategies to improve your current and future financial position. If you choose to proceed, we will implement the advice and work with you annually to ensure the strategy is followed, maintain accountability, and address any financial issues that arise. We also understand that your circumstances will change over time, and so will our advice. By engaging our services, you will: Master your Money, Master your Life
Let’s get
Started
The next step in your financial journey is choosing the right financial adviser for you. You can easily set up a complimentary phone call to get started. Visit our teams page to find an adviser that suits your needs.
Community is at the heart of our business and we’re infamous for bringing our clients and networks together regularly. Together we solve problems, create optimal outcomes, and deliver exceptional solutions for our clients. When you join Parker Financial, you become part of a community of like-minded individuals.
You can book a 15 minute discovery call with one of our advisers and start your journey today.
Dr. Martin Parkinson
Former Secretary of the Prime Minister and Cabinet
"Finding a financial adviser we trusted, who truly understood our needs, was crucial. Even with two professional economists in the household, my wife and I realised we didn’t have the time to constantly monitor our portfolio. The entire team is incredibly professional and responsive to our goals."
Sample Name
Former Secretary of the Prime Minister and Cabinet
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Sample Name
Former Secretary of the Prime Minister and Cabinet
Lorem ipsum dolor sit amet consectetur. Felis quam lorem tellus lorem id blandit etiam tempor. Dictum laoreet in volutpat orci morbi lectus aliquam lacinia morbi. Erat tellus vitae vitae pulvinar proin. Dolor vitae et tristique sed sit.
We understand that choosing a financial adviser is a big decision and you want clarity before making it. That's why we believe hearing from our clients is more powerful than us doing all the talking. We'd love the opportunity to help you too.
