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Dragonfly Financial Services - Financial Planning Advice

Our responsibility is to maximise the probability of you achieving your financial & life goals.

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We are a boutique and professional financial planning practice that services the financial advice needs of Canberra and surrounding communities. We provide personal financial advice to clients on investment, insurance, superannuation, retirement, aged care and related estate planning matters.

LATEST NEWS: 30 June Financial Planning Opportunities 
If you haven’t sought advice before, now might be a good time to as the end of financial year approaches. There are a number of opportunities worth considering depending on your circumstances. Take a look at our 30 June Checklist.

Federal Budget 2017/18  Read our client summary here.
Remember these measures still need to pass the Senate before they come into effect. If you have any questions please contact us.

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst the changes was the introduction of a $1.6 million transfer balance cap which limits the tax exemption for assets funding superannuation pensions. Find out more here. If you require assistance please call Dragonfly Financial Services to discuss your personal situation and make an appointment.