Financial Planning
We work with our trusted partner, Simon Liddle, who is an authorised representative of Avana Financial Solutions Pty Ltd (AFSL: 516325), which you will gain access to senior and approachable financial planners who cut through complexity with straight talk, transparency, and real-world solutions. Simon and his team empower you to make informed decisions and take control of your financial future with no jargon, no confusion, just clear guidance tailored to your goals.
Whether you’re aiming to build wealth, plan for retirement, or protect your family’s financial security, our trusted partner brings deep expertise across all areas of financial planning, including investment strategy, set up and manage your Self-Manage Superannuation Fund (SMSF), and personal insurance. From the very first meeting, Simon takes the time to understand your situation, your goals, and your vision for the future then crafts a practical, personalised pathway to help you get there.
With a focus on outcomes, our trusted partner helps you make your money work harder through smart investing, strategic debt management, and tax-effective planning. He also ensures you’re protected through comprehensive risk management and estate planning, so you’re covered for whatever life throws your way. Importantly, Simon doesn’t just build a plan and leave you to it. He works with you long-term, reviewing your progress regularly and adjusting your strategy as your circumstances evolve, ensuring you remain on track, no matter what the future holds
HEAD OFFICE
Level 18,
1 Castlereagh St,
Sydney, NSW 2000
All strategies and information provided on this website are general advice only and does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information. Copyright @ 2025 EST FINANCIAL Pty Ltd ABN 30 611 799 850. All rights reserved.