We help you find a clear
path
to financial success.
We create a financial roadmap with the right financial strategies to grow, protect, and optimise what you've built.
The first step is a conversation. No jargon, no pressure.
Just a chance to understand what’s important to you and whether we’re the right fit. From there, we’ll guide you through a structured advice process designed to bring clarity, confidence, and direction to your financial future.
Your first step is a friendly introductory call with one of our advisers.
We’ll talk through your situation, the kind of advice you’re looking for, and answer any questions you might have to see if we might be a good fit to work together. Here is our process for the call:
Your focus
Let's find out why you're here
- What prompted you to seek financial advice now?
- Has there been a recent life event or change?
- Do you have any specific concerns or challenges?
- Have you worked with a financial adviser before?
Your goals
Let's learn more about your goals
- What are your short-term financial goals
- What are your long-term goals?
- Do you have some milestones you're planning for?
- Are there lifestyle goals you'd like to plan for?
Your financials
We'll uncover your financial situation
- What’s your current financial situation?
- Do you have a timeframe in mind for achieving your goals?
- How comfortable are you with investment risk?
- What are your financial commitments and obligations?
Next steps
Let's put a plan in place
- This is your opportunity to ask any questions
- We'll determine if we can add value to you
- We'll book a time to meet and build a plan
- We’ll send a request to complete a fact find
- We'll also request some relevant documents
"Eventually everything connects – people, ideas, objects. The quality of the connections is the key to quality per se."
Charles Eames
Getting the right advice starts with understanding your full picture.
Our process is designed to be clear, thorough, and focused on your goals – not rushed decisions.
We begin with an introductory call to understand what’s brought you here. From there, we move through a structured advice process that gives you clarity, confidence, and a strategy built for your life – not someone else’s. Every step is tailored, and every recommendation is made with your long-term success in mind.
Our Initial
Discovery Meeting
The purpose of this one-hour meeting is to gain a good understanding of any decisions you are facing, along with your broader goals, objectives, and current situation. We will discuss the services we provide and the value we offer our clients. After this meeting, we will agree on whether personal advice would be beneficial for you and what the cost and scope of that advice would include.
Goals, Research,
and Preparing the Advice
If we agree that you would benefit from personal financial advice and you choose to engage our services, we will create a customised financial plan for you. We will conduct a thorough analysis of your financial situation, including a review of your income, expenses, financial assets and liabilities, asset allocation, and more. During this process, we may have several meetings or phone calls. Our services are ideal for individuals seeking ongoing advice, as it ensures you receive the maximum benefit from our expertise.
The Personalised
Financial Plan
We will present your financial plan, including our investment recommendations and strategies to improve your current and future financial position. If you choose to proceed, we will implement the advice and work with you annually to ensure the strategy is followed, maintain accountability, and address any financial issues that arise. We also understand that your circumstances will change over time, and so will our advice. By engaging our services, you will: Master your Money, Master your Life
Let’s get
Started
The next step in your financial journey is choosing the right financial adviser for you. You can easily set up a complimentary phone call to get started. Visit our teams page to find an adviser that suits your needs.
You can book a 15 minute discovery call with one of our advisers and start your journey today.
Dr. Martin Parkinson
Former Secretary of the Prime Minister and Cabinet
"Finding a financial adviser we trusted, who truly understood our needs, was crucial. Even with two professional economists in the household, my wife and I realised we didn’t have the time to constantly monitor our portfolio. The entire team is incredibly professional and responsive to our goals."
Nigel and Megan Nutt
Clients
"Parker is a terrific firm, as evidenced by the quality of your staff. Just a note of thanks to you and the terrific team at Parker. Thanks again to you and the wonderful Emily and Tina for helpful, positive, pragmatic and expert advice and support over the past 12 months. Megan and I continue to value the professional relationship very highly."
Chris and Kylie Watts
Clients
"Our experience with Parker Financial Services has been nothing short of exceptional. From the very beginning, the team made every step of the process feel effortless. Their professionalism, clear communication, and genuine care for our financial well-being gave us complete confidence and peace of mind. We’re incredibly grateful for their support and would wholeheartedly recommend Parker Financial Services to anyone seeking trustworthy and outstanding financial guidance."
We understand that choosing a financial adviser is a big decision and you want clarity before making it. That's why we believe hearing from our clients is more powerful than us doing all the talking. We'd love the opportunity to help you too.
