Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Ongoing Service

Keep you updated with any legislative changes that may affect your financial plan or changes that you can take advantage of.
Revisit personal circumstances, as people's financial goals also change
Track spending, saving, progress towards goals, advice strategies, and make appropriate changes when required

Step 5

Get in Touch

Call (02) 9587 7750

Our Location

3d/4 Belgrave St
Kogarah NSW 2217

Mailing Address

PO Box 15 Kogarah
NSW 1485

Operating Hours

Mon - Fri: 8.30 am - 5.30 pm
Sat - Sun: Closed

Quest Financial Planning ACN 147656022, ATF Quest Financial Planning Trust ABN 21 657 435 200 Authorised Representative No. 405463 is an Authorised Representative(s) of Godfrey Pembroke Group Pty Ltd ABN 38078629973. AFSL 245451, with offices at Level 2, 26 Brisbane Avenue, Barton ACT 2600.

This website is intended to provide general information only and has been prepared by Godfrey Pembroke Group Pty Ltd (ABN 38 078 629 973 AFSL 245451) “GPG” of Level 2, 26 Brisbane Avenue, Barton ACT 2600, without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.

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