Partnering With You for Lifelong Financial Confidence

At Squared Financial Solutions, our number one priority is you — our client. We specialise in providing comprehensive financial advice and developing tailor-made strategies to help you achieve both your financial and lifestyle goals. Whether you’re planning for retirement, growing your wealth, protecting your family, or managing your cash flow, we’re here to support you every step of the way.

We are a privately owned financial planning firm focused entirely on delivering high-quality service and advice. Our structure allows us to maintain a strong client-first approach, ensuring that every recommendation we make is aligned with your individual needs and long-term objectives.

Solutions That Grow with You

Cash Flow Advice

Cash flow advice helps financial groups guide clients in managing income and expenses, optimizing budgeting, and ensuring liquidity to support financial goals and long…

Debt Management

Debt management helps financial groups assist clients in reducing liabilities, improving cash flow, and developing strategies to manage repayments, minimize interest..

Transitioning to Retirement

Transitioning to retirement services help financial groups support clients with tailored strategies to reduce work hours, access superannuation, and maintain financial strategies…

Retirement Income Strategy

Retirement income strategies guide financial groups in helping clients maximize income, manage assets, and ensure financial stability throughout retirement manage assets….

Superannuation

Superannuation services help financial groups grow clients’ retirement savings through strategic planning, compliance support, and investment advice, ensuring financial…

Self-Managed Superannuation

Self Managed Superannuation Funds empower clients to control retirement savings. Financial groups assist with compliance, investment strategies, and management…

Centrelink

Centrelink services help financial groups support clients with government benefits, ensuring eligibility, maximizing entitlements, and integrating support payments into…

Managed Funds

Managed funds and direct investments offer financial groups diversified strategies to grow client wealth, balance risk, and tailor portfolios for long-term performance and financial….

Gearing

Gearing helps financial groups optimize capital structure by balancing debt and equity, enhancing returns, managing risk, and supporting strategic growth through effective leverage….

Estate Planning

Estate planning helps financial groups guide clients in managing assets, minimizing taxes, and ensuring smooth wealth transfer, securing their legacy and financial future for the…

Risk Management

Risk management protects financial groups by identifying, analyzing, and minimizing risks. It ensures compliance, safeguards assets, and supports strategic decisions…

Get In Touch

Whether you’re a new visitor with questions, a returning customer needing assistance, or a business looking to collaborate — our team is here and ready to help. At we believe in…

Why Choose Us
Financial Guidance That’s Personal, Not Prescriptive

Choosing the right financial partner is a critical decision. At Squared, we provide access to a full range of financial services under one roof — all tailored to your individual needs and circumstances. Unlike many firms that rely on generic templates or offer advice that lacks depth, our recommendations are 100% customised and built with care, insight, and long-term thinking.

We don’t just offer advice — we build lasting relationships. Our team takes the time to get to know you, your family, your values, and your vision for the future. We believe in the power of good advice delivered consistently over time — and our commitment to exceptional service means we’re here when you need us, with clear guidance and ongoing support.

How We Help
Your Squared Financial Solutions Adviser will work closely with you to:

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