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Advice Offering

At Certus Financial, we have Certified Financial Planners (CFP®) available to provide specialist and technical advice to individuals to assist in making informed decisions about preserving and building wealth. 

We can help you understand and evaluate your options in relation to the following areas of advice:

Savings & Investments

Let us guide you in making wise investment choices and maximising your savings potential.

Education Bonds

Plan for your children's education expenses with our tailored education bond solutions.

Investment Structures

Explore different investment structures such as superannuation, companies and family trusts to optimise tax efficiency and protect your assets.


Our tax experts will help you navigate the intricacies of income tax, capital gains tax, and tax minimisation strategies.

Personal Insurance

Safeguard your loved ones' financial future with life, disability, critical illness/trauma, and income protection insurance plans.

Business Insurance

Protect your business with key person cover, buy/sell insurance, and business expense policies.


Optimize your retirement savings with strategic superannuation planning and investment advice.

Retirement Planning

Plan for a fulfilling retirement by developing a tailored strategy that aligns with your lifestyle goals.

Cashflow Projection

Gain a clear understanding of your financial position and make informed decisions with our cashflow projection and modelling services.

Redundancy Advice

If you're facing redundancy, we can help you navigate the financial implications and make the most of the situation.


Maximise your entitlements and effectively navigate the complexities of aged pensions with our expert guidance.

Aged Care

Get help navigating through the financial implications and eligibility to alleviate the stress and uncertainty associated with this important life transition.

Financial Services Guide & Privacy Policy

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