About Us: About Southern Cross

Southern Cross Financial Planning is a financial services company based at Erina and Toukley on the NSW Central Coast.

Southern Cross Financial Planning offers a broad range of financial services that are backed by our ongoing support and expertise. Our skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.

As financial planners and Authorised Representatives of Professional Investment Services, we can provide advice on:

• Superannuation and Retirement Planning
• Managed Investments
• Business and Key Man Insurance
• Self Managed Superannuation
• Life Insurance (including Life, Total and Permanent Disablement, Critical Illness, Income Protection and Business Expense Insurance)
• Tax Effective Investments
• Estate Planning

Southern Cross Financial Planning is not owned by a Bank, Fund Manager or Life Insurance Office which gives us the freedom to find the best options for your needs and objectives.

As each of us, have different needs and objectives in life, all Financial Plans will be different depending on each individual's circumstances. Our Principals have over 40 years experience in the Financial Services Industry. We combine all our experience and resources to help find the correct solution to your financial planning needs

Our business is dedicated to help you meet your needs and objectives by creating long term financial security. We will work with you to provide the service package you want.

We look forward to working with you.