Walker Financial Planning

Our Story

As a young mother with two small children Jane found herself supporting her husband in an Intensive Care Ward at the Prince Charles Hospital where he had undergone emergency Open Heart Surgery. When the young family went to their super fund to claim Income Protection with only a call center and a 1800 number for support during the claim process, the situation was both overwhelming and impossible to understand. They discovered too late the hidden clauses that meant a decline on the insurance cover they thought would protect them.

This event inspired Jane to commence a career in financial planning with a passion to help people cut through the complex fine print and put together strategies to ensure they get to where they want to be with confidence.

Continuing her study through to Master’s level. Jane went on to advise in both banking and private wealth as well as going on to provided senior audit and quality assurance advice on projects with Deloitte, KPMG and ASIC to ensure that advice files from across Australia complied with relevant legislative requirements.

Jane started her own practice as a way of offering her vast knowledge and experience to those wanting clear and concise guidance on their financial decision-making journey. Jane offers the same dedication and passion to those starting out or those with more complex needs such as Self-Managed Super fund establishment, direct equites trading and Aged Care Advice.

  • "Jane's technical knowledge is of an extremely high standard and I have great confidence dealing with an adviser with such a high level qualification and who is using the latest tools available. Highly recommend."

    Simone

  • "Jane is skilled at asking the right questions to gain a thorough understanding of my needs and requirements. Jane has a strong, confident manner which enables me to make good decisions for a more financially stable future. I would be extremely comfortable in recommending Jane's services to any friends, colleagues or family."

    Sue

  • "Jane has been accomodating, encouraging, clear and thorough in her advice. She has gently but persistently followed me up to make sure my interests are protected, and she has given me confidence to address a long-neglected but important area of my life."

    Maki

  • "She assisted me in finding superannuation and also protection solutions which best suited my needs and explained each step of the process clearly with easy to understand language rather than the usual 'bank jargon,' after very thorough investigation Jane identified that I was paying a substantial amount of fees on my superannuation and actually had no cover for part of my protection which i did not know. "

    Carlo

Areas of advice

  • For the time poor with big career & business goals, but limited time to focus on personal finance. We work with you to identify what you want to achieve, seek tax effective ways of saving more and develop investment strategies for the long term.

  • You are just starting out or experienced a set back and are starting again. We work with you to understand where you are heading compared with where you want to be, and identify key strategic cashflow, tax strategies and investment ideas to get you back on track and heading in the right direction.

  • Making your money last through to life expectancy is no easy task. We review your current investment strategy and stress test if what you are doing will last. We discuss key superannuation structures and investment strategies and use our powerful software to produce projections for you to clearly understand where you are. We make retirement stress free for our clients.

  • Placing a loved one into Aged Care is extremely stressful and complex. We help clients understand where they are positioned in regard to the asset and income tested fees and structure strategies to ensure that they are receiving maximum Centrelink payments and paying the right amount in fees.