About Us

About Us

Secure Your Future with Sallis Financial Planning

Sallis Financial Planning delivers exceptional customer care, establishing long term relationships with full and transparent Fee for Service disclosure. Because fees are charged on a “fee for service” basis, clients pay for the advice and not the product.

Sallis Financial Planning aim to offer personal service at a fair price.

Clients are assisted with basic budgeting, wealth creation and investments, superannuation and retirement planning, protection of family through insurance, and estate planning needs.

In addition, they also offer Self-Managed Super Fund advice for those wishing to use this retirement structure.

Giving Back to the Community

Sallis Financial Planning is a community service organisation

  • We offer seminars to the public to teach basic household budgeting and finance and other financial literacy topics to those in most need.
  • Sponsor Local Sporting Clubs
  • Charitable contributions to organisations such as Smith Family and Salvation Army

Handy Links

Financial Planning Association of Australia
Self Managed Super Fund Professionals Association of Australia
NEO Financial Solutions (Licensee)
Australian Securities Investment Commission