Secure and protect
your family's financial future

Our simple 3 step approach, SAVE - PROTECT - REVIEW, will help you secure and protect your family's financial future.

1. SAVE

Step 1 – Our lending specialists first step is to develop a debt saving strategy as this has the most impact on your day-to-day life. It can also be implemented very quickly and provide significant savings immediately. They do this by reviewing all of your current loans, loan structures and budgetary needs.

If our lending specialists are unable to secure significant savings with your current lenders, they will present you alternative options that will save you money.

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2. PROTECT

Step 2 – At Targeted Financial, we believe in protecting what you cannot afford to financially replace. This means your home loan, your life and most importantly your ability to earn an income. We will ensure you have the cover required to protect you and your loved ones.

Our insurance specialists will be able to provide comparison quotes and assist you should your current cover be inadequate.

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3. REVIEW

Step 3 – We recommend reviewing your personal strategy every 12 months allowing you to make any tweaks that may be needed due to changes in personal circumstances.

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Our simple process

  • 01

    Discovery

    We gain an understanding of your current situation, future financial goals, assets & liabilities.

  • 02

    Research

    We complete our research and compare various solutions.

  • 03

    Strategy

    We finalise our recommendations and complete your personal strategy.

  • 04

    Recommendation

    We present your personal strategy and discuss our recommendations.

  • 05

    Implementation

    Once agreed to, we get moving on implementing your personal strategy.

About Us

Targeted Financial was founded with a focus on helping families improve, secure and protect their family’s financial future.

We do this by creating a personal strategy that aligns with your current and future financial goals. There are 3 key areas – Save, Protect & Review – that need to be working together to maximise your financial results.

Our focus is to help people take control of their finances and help them reclaim their financial freedom and improve their financial outcomes with minimal investment of their time.

We achieve this by embracing technology that allows you to complete most paperwork quickly and hassle free on your computer, tablet or mobile phone in the comfort of your own home at a time that is suitable to you.

Our full range of services enables you to bundle all of your finances with one convenient point of contact, making getting your finances into order easy & efficient

Why Choose
Targeted Financial

  • 15+ Years

    Business & Commercial Experience

  • 10+ Years

    Finance Experience

  • Personalised
    Strategy

    Strategy based on
    your personal goals

  • Proven
    Results

    Easy to implement – effective, cost saving strategies

  • Complete
    Solution

    Finance, Insurance & Mortgage Broking
    solutions


What Clients Say

  • We are incredibly happy and would highly recommend Targeted Financial to anyone looking to improve their financial situation. They explained everything in a simple way which was so easy to understand.

    Mark & Belinda C.

  • Knowledgeable, helpful, and straight to the point. Targeted Financial showed us where we were going wrong, and we saw immediate results.

    Andy & Kylie M.

  • We could not understand why we were not progressing as well as we thought we should be until we met with Marty from Targeted Financial. A few months later and we are so thankful and would not hesitate in recommending Marty & Targeted Financial to family and friends.

    James & Hannah B.

Talk to Us

We would love to hear from you. Simply send us your enquiry and we will respond as soon as possible.