About – Squared Financial Group

About Us

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.

At Squared, we believe that successful financial planning is built on strong relationships, open communication, and a deep understanding of what matters most to you. We take the time to listen, educate, and empower you to make confident decisions — both now and into the future.

With a passionate team of professionals and a dedication to excellence, Squared Financial Solutions is here to help you plan smarter, live better, and achieve lasting financial security.

How We Help

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

Understand your current financial and personal situation
Identify the types and levels of cover that suit your needs
Explore appropriate funding options, including cover held inside or outside of superannuation
Tailor an insurance strategy that fits seamlessly within your broader financial plan

Benefits of an SMSF

An SMSF offers several advantages over traditional superannuation funds, including:

Greater investment control

You choose how and where your super is invested.

Wider investment options

Access to assets not typically available in retail or industry

Potential cost savings

For larger balances, SMSFs can offer lower ongoing fees.

Strategic gearing opportunities

You choose how and where your super is invested.

Tax-effective strategies

Access to assets not typically available in retail or industry

Cash flow flexibility

For larger balances, SMSFs can offer lower ongoing fees.

Testimonials

What Our Clients Say

Collections rose 25%, denials dropped, and month-end became stress-free. Their expertise transformed our financial workflow and gave me real confidence in our numbers

Sarah Mitchell

CFO, Horizon Medical Group

Partnering with them was a game-changer. We gained clarity, control, and consistency in our reporting. I no longer spend weekends buried in spreadsheets

James Carter

Finance Director, Apex Logistics

The team at Squared helped me make sense of my financial future. They listened, understood what mattered most to me, and delivered a strategy I feel truly confident in.”