Leading Financial Advisors
Providing Comprehensive advice.
A strategy developed just for you.
The lifestyle you deserve.

Comprehensive advice.
A strategy developed just for you.
The lifestyle you deserve.

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

In order to provide you comprehensive and effective financial advice, at Varria we explore your situation and get an understanding of your priorities, and together, we develop a financial plan that’s right for you.

The team at Varria understand financial planning and advice and are extensively experienced and fully licensed.

We advise on markets, superannuation, tax structures, and the strategies available to you, to maximise your money’s potential.

“What the client really wants is a life outcome: more time with the family, more time to develop their careers, more money to enjoy both today and in retirement”.

We are different because we don’t just talk about your money, your financial issues or your investment opportunities. We are different because we talk about you.

At Varria we believe that when people understand the characteristics that define wealth, real wealth, they can see the path to personal happiness with wealth.

What we do

We develop tailored step-by-step financial advice strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Step 2

Step 3

Step 4

Step 5

Discovery Appointment

Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.

Gather Data

We gather data on financial situation so we take a comprehensive look at your life and finances.

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Implementation

We now put your financial plan in action by implementing all your personalised strategies.

Support

There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Appointment

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Insights

Market update - October 2024

19th November 2024

Market Update – October 2024 – October Market Snapshot – Bond yields jumped sharply in the lead up to the…

Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

19th November 2024

Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017:…

Flying solo: tips for successful buying

19th November 2024

For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…

Helping the kids without derailing your retirement plans

12th November 2024

As parents, the instinct to support our children never truly fades, even when they become adults but when you are…

Donald Trump elected President of the US (again). Implications for investors and Australia

7th November 2024

Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts…

Market movements and review video – November 2024

5th November 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…

What our clients say

“I cannot thank Kane enough for his help and expertise. He has a wonderful calm and easy manner, responds quickly and constructively to all enquiries, and has achieved excellent financial outcomes for me.”

“Peter [Audet] is the first person I consult with on any financial matter. Regardless of how big, small or complex the issue, Pete is always there to offer sensible and objective advice, serving as my ultimate sounding board. What I particularly find reassuring about him is that he’s a straight-shooter and honest – sometimes brutally honest. I admire that quality.”

“We have found Peter [Bond] to be very honest, friendly, knowledgeable in what we are trying to achieve with our super for our retirement. We have never had someone to look after us the way Peter does in advising us on which path to go down. He has not only become our insurance adviser but also a friend, a person we can trust with our life goals.”

“Matt quickly understood our needs and put in place retirement planning that suited us perfectly. On top of that, he is very personable”

Leading Financial Advisors Providing Comprehensive advice. A strategy developed just for you. The lifestyle you deserve.

Comprehensive advice. A strategy developed just for you. The lifestyle you deserve.

Why Get Financial Advice?

“What the client really wants is a life outcome: more time with the family, more time to develop their careers, more money to enjoy both today and in retirement”.

We are different because we don’t just talk about your money, your financial issues or your investment opportunities. We are different because we talk about you.

At Varria we believe that when people understand the characteristics that define wealth, real wealth, they can see the path to personal happiness with wealth.

What we do

We develop tailored step-by-step financial advice strategies and help you make informed decisions about your money.

Our financial planning process

Discovery Appointment

Gather Data

Financial Plan

Implementation

Support

Our Financial Planning Process

Discovery Appointment

Gather Data

Financial Plan

Implementation

Support

Insights

What our clients say

Get in touch

Our Locations

Our Locations

Insights

Site pages

Legals

Download the Guide

Jane Brown

Head Accountant

Leading Financial Advisors
Providing Comprehensive advice.
A strategy developed just for you.
The lifestyle you deserve.

Comprehensive advice.
A strategy developed just for you.
The lifestyle you deserve.