Crafting Financial Success Stories Together

Our Story
Founded in 2013 through the collaboration of a veteran wealth management executive and a seasoned accountant, Essence Planning has evolved while keeping our core philosophy intact.
Our goal is simple: we want to see you in a robust financial position, where you're informed, confident, and comfortable about your future. We understand that there's no one-size-fits-all solution. Depending on your life stage and unique situation, we'll guide you towards the right path for your financial journey.
Yet, we also know that even the best financial strategies might not provide complete peace of mind. That's why we prioritise care.

Our Approach
At Essence Planning, we are here to answer your questions, solve your problems, and provide guidance. However, we recognise that to provide you with the most appropriate response, we need to gain a comprehensive understanding of your situation. Our process begins with a deep dive into your situation through a wide range of questions. You may be surprised to discover that what you initially came for might not be the most relevant aspect of your financial circumstance. But rest assured, we're here to guide you through the prioritisation process and define the scope of engagement.
Our Services
Meet our advisers
FREE 15-MINUTE DISCOVERY MEETING
Discover Success Stories with Essence Planning
OUR SERVICES
- Needs Identification
- Financial Modelling
- Superannuation
- Non-superannuation investment advice
- Personal Insurance
- Wealth Transition
FOR GENERAL ENQUIRY:
Phone: 02 94198339
Email: admin@essenceplanning.com.au