BUILD THE LIFE YOU WANT

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You may not realise it, but you are on a lifelong financial journey.

From your lifestyle goals such as buying a home or funding your retirement, to unexpected events such as illness or loss of income, your finances play a role in every milestone of your life. The most effective way to influence your financial journey is to plan ahead, but you can’t be expected to do this effectively without extensive experience, resources and expertise. That’s why we’re here to help.

Financial planning is not just about making you money.

It’s about giving you the security and freedom to create the life you want, even when things don’t go to plan.

It’s our job to help people financial plan their way to the life they want. Our talented team are experts in getting to know your goals and financial situation, building highly effective strategies, and then systematically implementing these strategies while guiding and educating you along the way.

Why Opulen Financial Solutions?

At Opulen, your goals are our goals. We always start with getting a clear picture of everything about your objectives and situation, so we can achieve the outcomes you really want. We have over 40 years combined experience which we put to use creating smart, innovative plans to help you achieve the best possible outcome.

We keep you involved every step of the way, cutting out the jargon to make it easy for you to understand what we’re doing for you. We’re not a ‘set and forget’ type of business – we’re constantly reviewing your goals and adjusting your strategy to guide you through the rest of your financial journey.

We know the difference we make to our clients, but it’s important that you get to decide if we’re right for you. Give us a call and we can set up a free, no-obligation appointment, which will put you one step closer to achieving the life you want.

Testimonials

“We have been delighted with Opulen for nine years”

“We have been with Opulen Financial Solutions for some nine years now, and during that time we have been extremely happy with the service we received. Steve and Jerry are knowledgeable, professional and friendly. They talk in layman’s terms to make sure we understand everything, and they always make sure they clearly understand our lifetime goals. They are a great team.” M & A Garbutt

“Even with major life changes, our future remains protected”

From the first time we met Steve, we were impressed at how well he ensured his advice would support our goals and lifestyle. We have recently made some major changes and decisions in our life, and Steve’s support and planning ensured that our financial position and future remained protected.

L & S Davies

“Opulen’s advice has been invaluable through some tough times”

Ever since my wife and I first met with Jerry and Steve, it’s been reassuring to see that they always have our best interests at heart, particularly while we have been going through some trying times. The advice and materials they provide at periodic reviews have helped us with our own understanding of our circumstances and the best way to move forward.

Opulen has taken the stress out of dealing with Centrelink, and they have also helped us with our estate planning needs, after my mother Florence died in November 2011. Opulen’s advice has been invaluable, and I never hesitate to recommend Steve and Jerry as financial advisors.

R J Pens