Who We Are

Main Street Financial Solutions is a boutique business that represents the future of financial planning globally. Working locally but engaging national and internationally the financial advisory team are all highly qualified, and client focused.

We advise a select group of successful professionals, business owners and jet setting retirees. Main Street clients have a life and are generally time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert adviser to protect and build their wealth.

Our clients want bespoke, ethical advice that is not aligned with a large institution or product provider.

What is the Main Street Difference? Australia’s Most Awarded Financial Planning Practice

What Do We Do

At Main Street Financial Solutions we offer clients a range of professional advisory solutions and these include

When we prepare a personal financial plan, we understand that every client is unique and  we will tailor this to your personal circumstances taking into account all of the issues which are important to you.  For the majority of clients we also provide ongoing advice as there will inevitably be changes in personal circumstances, government policy, the economic environment  and investment markets that affect  your long term financial strategy.

This would usually occur through regular reviews, meetings, telephone calls  or emails to you.  However we would work with you to determine what is the most suitable ongoing arrangement for you. We look forward to working with you.

The objective of these services is to enable clients to build, protect, and maintain their wealth over the long term. This is achieved by providing personal financial advice, solutions, and services that are tailored to your unique set of circumstances and objectives.

Choosing a financial planner can often be the most difficult step. In making your choice there are a number of issues that you need to consider and we have prepared an e-book to assist you in this process.

How to Choose a Financial Adviser eBook

What Does It Cost

Why We Do It

“As a business we are committed to making a meaningful difference to the quality of our clients personal and financial lifestyles so that they are able to spend more time doing what they enjoy. To achieve this we aim to provide clients with professional, personal, accessible and cost effective advice“

Get started with Main Street Financial Solutions today

The Main Street Team

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