NRG Financial Services

Financial Planning

When things change, your financial commitments will too.

Helpful Documents

For more information on some of our available services. Feel free to download any of our information packs:

Priorities change in everyone’s life. Like buying a new home, starting a family or changing careers. And a good financial planner knows what needs to change in your personal finances to secure better outcomes now and in the future.

Your financial planner wants to make sure your finances keep working harder over the long term. That means a plan which knows exactly what you want and how to achieve it.

We specialise in:

  • SMSF
  • Personal Superannuation
  • Employer sponsored Superannuation
  • Personal Insurance – Income Protection, Life Insurance.
In your first free consultation we begin drawing up a financial plan addressing your distinct financial goals. Whether it’s saving more for superannuation, having security in your salary with income protection insurance or consolidating more money for your family’s future, no-one is the same and NRG Financial Services works out your plan accordingly. For greater financial returns.We’re flexible too. Your financial planner can meet when and where it suits you – at home, at work or on weekends. We’re also on hand whenever you need to discuss changes to your current products or updates to your financial plan.Our business is you.
Contact your financial planner today at NRG Financial Services and secure a better financial future.


Tim went to an amazing effort to see that we were happy with his services. He would meet us wherever we happened to be, at whatever time suited us, and followed us through at every stage of the process, constantly updating figures and working with us as our needs changed: which they did… lots! He’d even call "just to see how things are going"… It is nice to know he’s thinking of you.

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