Your Financial Planning Experts in Gawler

Experienced and personalised financial planning that puts you in control

Alex Brown Strategic Financial Planners is an experienced family-owned financial planning practice in Gawler, South Australia.

They believe everyone deserves high quality financial advice, regardless of their circumstance or financial position, and are committed to positively impacting your personal situation.

They provide a range of holistic personalised financial planning services, providing specialised advice in, but not limited to, retirement planning, Centrelink services, insurance, superannuation, self-managed super funds (SMSF) and business owner services.

Providing technology-based solutions to empower everyday Australians to manage their financials effectively, build wealth, and plan for their future.

Alex Brown Strategic Financial Planners work with you to bring your financial needs together into a plan that simplifies your life, providing peace of mind.

Alex Brown Strategic Financial Planning, black and white image of a girl holding a mobile phone out in front of her with a screenshot of the Alex Brown Platform App screen, but the app pic is in colour.

The Alex Brown Platform

We are dedicated to streamlining the financial planning process to significantly improve services for our clients. The Alex Brown Platform is key to achieving this.

Our unique application gives our clients full visibility and control of their finances, empowering them to make well-informed decisions.

Within the Platform, you can monitor your assets, view real-time data, track your cash flow, set budgets and goals, and securely store documents.

Whether you want to get out of debt, save for a holiday or build real wealth through property or investments, this powerful tool can help you achieve your goals. It also gives us – your financial advisor in Gawler – the data we need to give you the most relevant and impactful financial planning advice.

Our Financial Services

Personal Finance

• Cash Flow management and Budgeting
• Centrelink Entitlements
• Debt Management

Insurance

• Personal Insurance
• Business Insurance
• Estate Planning

Retirement

• Retirement Planning
• Retirement Income Financing

Superannuation

• Superannuation Products
• Self-managed superannuation funds (SMSF)

Business Owner Services

• Tax Planning
• Asset Protection
• Estate Planning/Insurance for Businesses

Portfolio Management

• Saving money and building wealth
• Salary packaging
• Property investment

Alex Brown Strategic Financial Planning illustration of Max and Alex Brown standing side by side from the waist up.

Personal Finance

• Cash Flow Management and Budgeting
• Centrelink Entitlements
• Debt Management

Insurance

• Personal Insurance
• Business Insurance
• Estate Planning

Retirement

• Retirement Planning
• Retirement Income Financing

Superannuation

• Superannuation Products
• Self-Managed Superannuation Funds (SMSF)

Business Owner Services

• Tax Planning
• Asset Protection
• Estate Planning/Insurance for Businesses

Portfolio Management

• Saving Money and Building Wealth
• Salary Packaging
• Property Investment

Our 5 Pillars of Advice

Understanding and maximising your cash flow is fundamental to financial wellbeing.
You must minimise your ‘bad debt’ and use ‘good debt’ to accelerate your wealth.
Effective tax management is one of the foundations of wealth creation.
You need a safety net to maintain your lifestyle and achieve your goals.
Wealth creation requires commitment, action and knowledge.

Our Values

We place our clients’ interests before ours at all times.
We strive to exceed our clients’ expectations every day.
We work collaboratively with clients and associated professionals to achieve great outcomes.
We take the time to listen and understand our clients’ needs and ambitions.
We help clients achieve their financial goals, positive outcomes and more peace of mind.
We have the honest conversations that clients need to change habits and achieve their financial goals.

Testimonials

Alex Brown Strategic Financial Planning photo of Jeff, who has given a Testimonial on the service they received.

JEFF

Thank you Alex, through your excellent guidance and advice, Anne and I have the financial security to be able to live the dream in retirement!

Alex Brown Strategic Financial Planning photo of Tony, who has given a Testimonial on the service they received.

TONY

Alex Brown’s financial advice gave us more security than ever had from anyone else.

Alex Brown Strategic Financial Planning photo of Brett, who has given a Testimonial on the service they received.

BRETT

Honest down to earth advice.