Helping you achieve
your financial

and lifestyle goals

Having helped hundreds of families finance (or refinance) their homes and develop personalised 'Targeted Financial Plans', we know what it takes to help you achieve your financial and lifestyle goals.

We believe in 4 key strategies working together to create a personalised 'Targeted Financial Plan'.

Refinance

Our default starting position is to develop a debt management 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. We do this by reviewing all of your current or future loans, loan structures and budgetary needs.

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Restructure

This is where we take a longer-term view. We will review your current investments (including superannuation) to ensure they suit your risk profile and long term goals. We will provide our recommendations, along with long term projections and benefits.

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Protect

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 complete a comprehensive needs analysis before making any recommendations.

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Review

We recommend reviewing your ‘Targeted Financial Plan’ every 12 months (at a minimum) so that we can make any amendments that may arise due to changes in personal circumstances.

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'Targeted Financial Plan'
Our Simple 5 Step Process

  • 01

    Initial Meeting 

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

  • 02

    Analyse

    We complete our comprehensive analysis and compare various solutions.

  • 03

    Create Plan

    We finalise our recommendations and complete your personalised 'Targeted Financial Plan'.

  • 04

    Present Plan

    We present your personalised 'Targeted Financial Plan' and discuss our recommendations.

  • 05

    Action Plan

    Once agreed to, we get moving on implementing your 'Targeted Financial Plan'.

About Us

Targeted Financial was founded in 2014 with a focus on helping families improve their current financial position, build their future wealth and achieve their lifestyle goals.

We do this by creating a ‘Targeted Financial Plan’ that best aligns with your current and future financial goals. There are 4 key strategies – Refinance, Restructure, 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 retirement outcomes with minimal investment of their time.

Why Choose
Targeted Financial

  • 15+ Years

    Business and Commercial Experience

  • 10+ Years

    Financial Planning Experience

  • Personalised
    Advice

    Personalised advice based on your overall financial situation

  • Proven
    Results

    Easy to implement – effective, cost saving strategies

  • Complete Financial
    Solution

    Financial Planning + Mortgage Broking


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 & Kelly

  • 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 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.