497 Princes Hwy, Fairy Meadow NSW 2519 | Lvl 1, 1-3 Burelli St. Wollongong NSW 2500
Enigma provide strategies to manage your financial affairs and meet your life goals with
FINANCIAL ADVICE, MORTGAGES & HOME LOANS
Enigma Financial Planning Wollongong
In the modern world, it’s not just about earning a pay cheque. There is much more to life than work. With the rising cost of living, many people are in need of financial advice and don’t know where to turn. Whether you’re struggling with debt or trying to plan for a secure future, Enigma Financial Planning can help.
Through our tailored approach to personal finance, we will provide you with the information and support you need to make informed decisions about your finances today and tomorrow.
We have helped many clients in Wollongong get their finances in order so that they can live a better life after work. If you want to be one of them, contact us today!
Download our step by step approach to clearing debt and building wealth and income.
Lenders We Work With
Understanding Financial Planning
When it comes to financial planning, there are a lot of things to take into account. Your financial planner will work with you to create a plan that is tailored specifically to your needs and goals.
Some of the things that may be included in your financial plan include:
- budgeting and tracking expenses
- saving for retirement or other long-term goals
- investing money wisely
- dealing with debt management
- insurance coverage
Each of these aspects is important in achieving financial security, and your planner will help you navigate through them all.
Creating a Financial Planner in Wollongong Based on your current situation, your financial planner will put together a plan that outlines what steps you need to take to reach your goals.
What We Do
Enigma
helps with finding the right mortgage and home loan, budgeting, investing, saving for retirement, super, tax planning, insurance coverage, and more.
Providing a personalised practical, honest and cost-effective approach.
Mortgages and Home Loans
Want to know what you can afford to borrow? Or what home loan options are best suited to your situation? Navigating all the lenders can be daunting. Engaging with a mortgage broker can save you time and money on your home loan.
Cash Flow Management
Living with debt or living month to month with no clear idea of where your money is going is stressful, but with the right tools, knowledge and advice you can reduce your financial worries and get on a clearer path towards your goals.
Debt Management
If you’ve been struggling to pay off your debts and often feel like you’re just shuffling them around rather than getting ahead, now is the time to act.
Financial Protection
If you’ve ever lost sleep thinking about what would happen to your family if you or your partner suddenly fell ill or were injured and weren’t able to work, then you need to speak with our team about the different kinds of personal insurance options that are available to cover you for those exact situations.
Investing
If you’re considering investing, be it in property, shares or something else, it’s important to be armed with as much information as possible so you know that whichever path you start down is one that’s right not just for your situation right now, but for the future and where you’re aiming to be financially.
Superannuation
Superannuation strategies is one of those things that most people don’t tend to think too much about until it comes time to retire because it seems too hard or complicated. It often seems easier to just let your employer make the required contributions and not worry about it.
Retirement Planning
It’s a fairly common concern to worry about the seemingly constant changes to legislation around superannuation and the pension and how it will affect the planning you already have in place for your retirement
Estate Planning
Many people put off estate planning thinking they have all the time in the world to worry about it. But unexpected events happen all the time, so it’s really important for both your peace of mind and that of your family, that you have an effective and up-to-date estate plan.
Why Consider Enigma Financial Planning?
You may be struggling with debt and looking for a way out. Or you may be planning for a secure future. Either way, Enigma Financial Planning will provide you with the information and support you need to make informed decisions about your finances today and tomorrow.
01.
Highly Qualified
Our highly qualified, knowledgeable team are Your Trusted Financial Advisers
02.
Accounting Experience
Accountant qualification means we can create better, more effective strategies for your finances
03.
Strong Communication
Our focus is on communication so the process is relatable, fun and exciting for you!
04.
Long Term Relationship
We aim for long term relationships built by looking to the future
05.
Self-Licensed
We are proud to not be tied to any product providers, which means we can focus on financial product recommendations that provide the most suitable outcomes for our clients.
06.
Range of Services
We understand that you have a range of needs so we offer services to look after it all for you.
07.
Cost Effective Solutions
We offer a cost-effective fixed fee structure, where everything is included, so you know where you stand
What to Do Before Talking To Us
There are a few things you can do before meeting with your financial planner to get the most out of your appointment.
- Review your budget and track your expenses for at least one month. This will give you a good idea of where you stand financially and what areas you may need help with.
- Make a list of your long-term goals, both financial and non-financial. Your planner will be able to help you come up with strategies to achieve them all!
- Gather any important documents related to your finances such as bank statements, investment information, insurance policies, etc. This will make it easier for your planner to get started on creating your plan.
If you have any other questions or concerns on your wealth management, don’t hesitate to contact us. We’re here to help you get on the path to financial success!
How We Work Together
We believe that when you work together, there’s nothing you can’t accomplish! We are committed to working with you to establish a long-lasting relationship. To get started, we will come to your home or workplace for an initial meeting and discuss your goals and how we can help. From there, we will create a tailored plan of action.
Enigma Financial Planning is different from other financial services providers because we want your opinion. Your needs are our priority. You will never be rushed and it’s important that you feel comfortable with the solutions we offer.
We know that personal finance is complex and if you need help understanding something, just ask! We pride ourselves on having the patience and knowledge to answer any question thrown at us.
What to Expect After Our Meeting
After meeting with our experts, you'll be able to make better decisions about the financial future of your family. We will give you a plan for managing your money and making your future more secure.
Enigma Financial Planning is an award-winning company with professional experts that have helped business owners, professionals, retirees, and individuals with their personal finances for over 15 years. Our staff are certified professionals who are experts in the following areas: small business and individual taxation advice, estate planning, retirement planning, debt management, and investments.
We know how stressful it can be when life throws you a curveball. That's why we offer affordable solutions that are tailored to fit your individual needs. Let us help you get your finances back on track today so that you can focus on the things that matter most tomorrow!
Walter is a very knowledgeable and helpful advisor. He takes the time to clearly explain recommendations and has assisted me with everything from budgeting to insurance. I highly recommend speaking with Walter about any financial advice
James
If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.
CALL 1300 463 644
The Enigma Team are here to help with all your Financial Planning needs, from Cash Flow and Debt Management to Investment and Superannuation advice… and everything in between, to ensure you achieve your desired lifestyle. We’re based in Wollongong and are proud to be Illawarra locals, helping other locals achieve their financial and lifestyle goals.
GET IN TOUCH
ABN 63 612 266 083
Phone:
1300 463 644
497 Princes Hwy
Fairy Meadow 2519
Lvl 1, 1-3 Burelli St
Wollongong NSW 2500
OUR LOCATION
Enigma Financial Planning Pty Ltd | ABN 63 612 266 083
is a Corporate Authorised Representative (1247163) of
Innovus Licensee Services Pty Ltd AFSL 526954 | ABN 38 644 710 921
Financial Services Guide | Terms and Conditions | Privacy Policy
We are a credit representative of Centrepoint Alliance Lending Pty Ltd
Australian Credit Licence: 377711 | ABN: 40 100 947 804
Credit Representative Number 475086
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The information on this website is for general information only and does not take into account any person’s specific goals/objectives, financial situation or needs
Assistance should be sought from a professional broker (or broker and adviser, if dually authorised) before applying for any product and consideration should be given to the relevant product’s / lender’s terms and conditions
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