On Par Financial Planning is a reputable financial planning practice, dedicated to helping our clients achieve their financial goals.
We adopt a values based approach to our business meaning that we will take the time to get to know you, understand your needs and tailor a plan that will meet those needs.
Our financial planners commit to:
- Being accessible and honest
- Providing appropriate guidance for your situation and needs
- Cutting through the jargon and helping you to fully understand your strategy and products
- Providing expert advice across all of our service streams.
We believe there is no such thing as an off the shelf solution for financial planning. We work with each and every one of our clients through a collaborative process that is tailored to suit your goals and circumstances.
Our vision is to be about the people, not the numbers – developing a respected reputation as financial planners with integrity, wisdom and a genuine care for every client.
It’s our mission to make a genuine difference, transforming and protecting our clients’ financial situations with an honest and personal approach, because we believe everyone deserves an amazing quality of life
Our promise is to genuinely care about you and your financial situation. When you work with On Par, you can benefit from:
- Our personal service approach and quality advice
- Our people first approach
- Openness and honesty about our processes, fees, products and recommendations
- Trust in our independent advice and the freedom of choice that brings
- Our forward thinking philosophy and innovative services, products and solutions
Our financial planning services include: