George St Planning Services Pty Ltd

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.

Establish, Protect & Grow Your Wealth with Us

Establish, Protect & Grow Your Wealth with Us

Establish, Protect & Grow Your Wealth with Us

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.

Know More

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

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…

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…

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…

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.

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…

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…

Financial Planning

Why Choose Us?

There are many reasons to choose us to be your trusted financial planning firm. Our expertise, endorsements and accreditation speak for themselves.

We are Accredited Financial Planners

Robert Farr and George St Planning Services are authorised representatives of AVALONFS Pty Ltd.

We are Knowledgeable

With over 30 years of experience in the financial planning industry, George St Planning Services provides you with the knowledge needed to meet your financial goals.

We are Chartered Accountants

Robert is a member of the Institute of Chartered Accountants and has over 40 years of accounting experience. Our accounting firm Russell R Farr & Associates has been operating for more than 60 years.

We Plan for tomorrows, not just today

Financial planning requires in depth knowledge to meet your needs for today and in the future. Our planning solutions offer not just short term planning but planning for the years ahead.

Unsure of what solutions best fit your needs? We’re here to guide you

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 40 years of experience as an accountant and over 30 years’ experience in the provision of financial planning advice.

Robert holds a Bachelor of Business, Chartered Accountant designation and a Specialist advisor accreditation from SPAA.

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 Masters in Financial Planning.

Ashleigh attained her Bachelor of Business and Accounting from The University of New England before completing her Masters in Financial Planning at Kaplan Professional.

We can’t recommend George St Planning enough and especially Ashleigh Page who manages my parents’ estate financial planning.
Ashleigh has a unique set of qualifications and knowledge that enables my parents who are in their mid 90s and have difficulty dealing with the complicated paperwork and requirements of their investments to sit back and know that their care and finance requirements are with a trusted advisor.
Ashleigh has been looking after them and advising me as their POA for more than 10 years and over that time there has never been a financial or advice issue that was not instantly addressed or a solution found.
Ashleigh’s experience in Residential Home Care and Residential Care (Nursing home) requirements is amazing and she helped my parents to make the difficult decisions to move within the aged care framework at their various stages of life. She is always across the ever-changing government legislation that exists in aged care.
I highly recommend her services and pleasant manner
Thank you Ashleigh.

Peter C

I live out of area and was introduced to GPS while helping family after bereavement. From the start I was struck by the courtesy and patience of the whole team as they welcomed us, assisted and explained. Ashleigh’s financial planning advice has been clear, expert, thoughtful and good value. In particular I would like to thank Ashleigh for her ongoing support of family members who are older, ill and struggle with banking, Centrelink etc. Her Financial planning has been spot on and eases my work as Power of Attorney.

Thank you all for your outstanding advice and help.

Jen W

I have been using the services of George St Planning Services and Russell R Farr & Associates for over 25 years.
They have assisted me with investment and taxation advice covering a large range of situations and challenges. These have included assistance with managing a deceased estate, including a testamentary trust, establishing, operating and (after 20 years) closing an SMSF, establishing and eventually closing, a small investment company, preparing personal and company taxation returns plus many incidental issues.
In all these dealings I have normally dealt with Robert Farr and Ashleigh Page and these personnel have been reliable, honest and professional with their advice and services. The returns received from these dealings have been commensurate with the level of risk that I have stipulated. Their personnel also have demonstrated a very human side in their dealings with my very elderly stepmother, going out of their way to personally assist her when required. I have no hesitation in recommending their company’s services.

Michael M

I highly recommend the team at George St Planning. They provided exceptional help with financial support and planning, making what used to be a stressful process completely seamless. Their team is thorough, professional, and genuinely cares about helping clients reach their financial goals. If you are looking for reliable, top-tier financial advice in Hornsby, look no further!

Zoe Z

After the incredible service I received from Ashleigh, I recommended my dad who had just retired to go and get some advice on how to set himself up for retirement. From the first appointment with Ashleigh my Dad has turned into a regular client and can’t recommend Ashleigh enough. He looks forward to our yearly appointments with her! Not only is she a great accountant but she’s the best financial advisor!

Danni V

How can we help ?

We’re on a mission to make financial guidance accessible to all Australians who need it. We’re committed to helping you better understand your finances and put the right plans in place to realise your goals.

Have any questions?

Establish, Protect & Grow Your Wealth with Us