Who We Are

Main Street Financial Solutions is a boutique financial advisory business which was founded by award winning advisers Charles Badenach and Rebecca Fergusson.  The business was established through a shared desire to create a financial planning business that was aligned with the founder’s goals and values.

As a privately owned business we make decisions that are not influenced by third party relationships, in house products, or other conflicts of interest. With a legal and accounting background the founders recognise that all clients are unique and the objective of the business is to provide individual clients with individual financial planning solutions. We offer personalised, professional, accessible, holistic financial planning to busy professionals, small business owners, families, charitable foundations, pre retirees and retirees.

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 Charles has prepared a free e book on this subject…..

How to Choose a Financial Planner eBook Super Strategies eBook

“The act of taking the first step is what separates the winners from the losers”  Brian Tracey 

What Does It Cost

The Main Street Team

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Fill in the form below if you have any questions or would like to arrange an appointment today!