01.

Highly Qualified

Our highly qualified, knowledgeable team are Your Trusted Financial Advisers

When it comes to your finances, with Enigma Financial Planning you’re assured your adviser is not just highly experienced and qualified, but also friendly and compassionate to your personal situation, whatever it may be.

02.

Accounting Experience

Accountant qualified means we can create better, more effective strategies for your finances

Not all financial planners also have experience as accountants, which means we’re uniquely qualified to provide you with detailed insights into effective tax strategies in addition to other financial planning areas.

04.

Long Term Relationship

We aim for long term relationships built by looking to the future

Regular meetings to plan for the future, while taking the time to be motivated from the past, means you’re kept on track while heading towards your financial goals. Meetings can be in our office in Wollongong, at our Sydney office in Circular Quay, via phone or Skype - you choose what suits you best.

03.

Strong Communication

Our focus is on communication so the process is relatable, fun and exciting for you

Numbers don’t have to be boring and you don’t have to settle for a financial planner who talks at you in jargon. Our advisers make it simple, easy and clear so you can get involved in your own financial journey.

05.

Backed by Centrepoint Alliance

We’re small enough to get to know you personally, but have the backing of nationwide firm Centrepoint Alliance

At our heart we’re a local, Wollongong-based financial planning office staffed by locals who are part of our community. But that doesn’t mean our clients can expect small results! We’re backed by Centrepoint Alliance so have access to a large range of planning tools and a broad range of financial products and services from multiple organisations. We are proud to not be tied to specific 'in-house' products.

06.

Range of Services

We understand that you have a range of needs so we offer services to look after it all for you

We're all about making your financial life easier. We use proven systems and services to help you, including bank account structuring, cash flow management, controlling debt, superannuation and investment planning, personal insurances and estate planning...all under the one roof. 

07.

Cost Effective Solutions

We offer a cost-effective fixed fee structure, where everything is included, so you know where you stand

It is important to us that clients receive clear and transparent services. We think that you should know upfront exactly what you'll be getting, and how much you will pay for it. No awkward or unexpected surprises.