Establish, Protect & Grow Your Wealth with Us
At George St Planning Services, our focus is on creating, growing, protecting and managing your wealth through our comprehensive financial service offering. Our goal is to help enhance your financial well-being using a structured approach.
Working together towards the future you desire.
Our financial planning process doesn’t just focus on building wealth but also maintaining it now and in the future. At George St Planning Services, we believe that an essential part of this is establishing good financial health.
We are committed to our clients’ goals and our focus is to help them achieve the lifestyle to desire.
All first appointments are obligation free and are used to get to know you and your goals and discuss how we may be able to help you reach those goals with our services.
Establish, Protect & Grow Your Wealth with our Expert Financial Advisors.
Get the trusted guidance, genuine care & ongoing support you need to successfully manage your finances. We believe that true wealth goes beyond monetary gains; it encompasses a balanced life. Our goal is to provide you with the confidence and peace of mind you need to navigate the ever-changing landscape of life.
What We Do
Our Services
Financial Planning
At George St Planning Services, our focus is on creating, growing, protecting and managing your wealth through our comprehensive financial service offering. Our goal is to help enhance your financial well-being using a structured approach.
Retirement Planning
A good retirement plan will identify your income needs and goals, such as what age you would like to retire, and the assets required to meet these income needs in retirement. Our goal is to work with you to help you achieve your retirement…
Superannuation
Superannuation (super) is one way of accumulating savings for retirement and is compulsory for all working Australians. Once you retire this can provide either a lump-sum payment or an ongoing income stream. The Government has provided some…
Building & Maintaining Wealth
The financial planning process doesn’t just focus on building wealth but also maintaining it now and in the future. At George St Planning Services, we believe that an essential part of this is establishing good financial health.
Personal Insurance
A strong risk plan analyses yourfinancial needs if you were to have unexpected setback to your most importantasset, your health. We seek toidentify, and where possible,mitigate your exposure to financialstress if you were unable to earn…
Centrelink Strategies
Centrelink can be a complex area to navigate, particularly when you may have other investments. At George St Planning Services, we have many years’ experience dealing with Centrelink and can help you maximise your retirement income…
SMSF Strategies
Robert Farr has many years’ experiences working with Self-managed superannuation funds as an adviser and a chartered accountant and has specialised accreditation in this area. His comprehensive knowledge of the structure of SMSF’s…
Why Choose Us?
There are many reasons to choose us to be your trusted financial planning firm. Our expertise, endorsements and accreditations speak for themselves.
Meet the Team
Robert Farr
Authorised Representative Number: 231616
Robert is an Authorised Representative of AVALONfs Pty Ltd and a Director of George ST Planning Services Pty Ltd and receives a salary.
Robert has over 23 years of experience in the provision of financial / accounting advice and over 23 years’ experience in the provision of financial planning advice.
Robert attained his Bachelor of Business from Kuring-Gai Institute of Advance Education in 1987…
Ashleigh Page
Authorised Representative Number: 1314828
Ashleigh is an Authorised Representative of AVALONfs Pty Ltd.
Ashleigh has been working in the accounting and financial planning industry for over 15 years and holds a BA in Accounting and Business as well as a Graduate Diploma in Financial Planning.
Ashleigh attained her Bachelor of Business and Accounting from The University of New England in and completed her Graduate Diploma in Financial Planning in 2023 from Kaplan Professional…
How can we help ?