EFP_LOGO
Facebook Instagram Linkedin Youtube

Prepare for tomorrow, make the most of today

View Our Services

Prepare for tomorrow, make the most of today

View Our Services

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

Find out more

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Find out more ....

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Find out more ....

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Find out more ....

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Find out more ....

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Find out more ....

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Find out more ....

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Find out more ....

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Find out more ....

Our financial planning 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
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on all aspects of your financial situation so we can take a comprehensive look at your life and finances
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Our Financial Planning 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 on all aspects of your financial situation so we can 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
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

Insights

Surviving the silly season

Surviving the silly season

Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Keeping records for property

Keeping records for property

Which records to keep for your property so you can work out CGT when you sell it. Property records you…
Gifting for future generations

Gifting for future generations

At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Dollar cost averaging: can it work for you?

Dollar cost averaging: can it work for you?

Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…
Market movements and review video – December 2024

Market movements and review video – December 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Summer 2024

Summer 2024

Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take…
Read more

5 Easy Steps To Your Dream Retirement

In this free ebook we share 5 important steps you can take to start planning for your retirement NOW!

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

What our clients say

Brad has always been diligent and timely in providing direction in dealing with our super and SMSF matters.
Rod C – Melbourne
To have accumulated such a wide variety of real life, real business, useful skills, experiences and contacts makes Brad a rare and valuable commodity and excellent businessperson to be associated with. Anyone that has had the pleasure of interacting with Brad within his extensive network will attest to his unquestionable integrity and business acumen. I have had cause to refer Brad on many occasions and for a variety of reasons and my contacts have always thanked me for making the connection. Any opportunity to involve Brad in your business life, grab it with both hands!
Craig L – Brisbane
I have known Brad for nearly forty -five years and worked with him on several occasions. He has a great ability to think outside the box and spot commercial opportunities. His standards are excellent and he focuses on results.Anyone that has had the pleasure of interacting with Brad within his extensive network will attest to his unquestionable integrity and business acumen. I have had cause to refer Brad on many occasions and for a variety of reasons and my contacts have always thanked me for making the connection. Any opportunity to involve Brad in your business life, grab it with both hands!
Warren M – Brisbane
I have worked with Brad for over 10 years and have found him to be a strong team leader, with leadership qualities and of strong ethics and always professional. Brad also balances a great family life and is someone who is always up for a cycle or a solid gym session.
Hamish B – Brisbane
Brad is a professional exponent of contemporary financial advice and structures. His ability to read the market, understand your financial capacity and match the two is logical, achievable and with minimal and calculated risk.
Justin S – Sunshine Coast
I chose Brad having previously worked with him in I.T. many years ago. My grounds for this choice were my personal experiences of his professionalism, application, creativity and willingness to listen to, and then execute beyond his client's expectations and desires. He has been able to consolidate, re-shape and re-focus my Asia-Pacific investments to my complete advantage for improved returns. At the same time limiting the costs to make the entire transaction high value for me personally. Excellent advice, incisive insights and results oriented activity with a solid respect for the value of my time. I cannot recommend Brad highly enough.
Lindsay H – Germany
My family has been working with Brad and his team for 12+ years. His astute commitment for all aspects of financial planning and SMSF has greatly benefited us with our personal affairs, and our medical/tourism companies.
Jake L – Main Beach
One word "integrity". I've known Brad for 55 years and after all that time I know I can trust what he tells me implicitly. When it comes to my life's savings that's about as good as it can get. Trust.
Jonathan S – Manly
Brad has been our family financial advisor since 2010 during that time Brad has turned our family financial position around significantly, it was the best decision we every made, establishing the SMSF and investing in multiple properties plus shares, amazing results. We trust Brad, he is always professional, honest and above all available when we need him. I’m proud to call him my friend and advisor.
Dane K – Armstrong Beach
Previous
Next

Get in touch

Head Office

Regional Offices

Site pages

Insights

Legals

Shartru Wealth Management Pty Ltd     ABN 46 158 536 871 | AFSL 422409 | Ph 1300 478 424 

Energy Financial Pty Ltd T/A Energy Financial Planning – ABN 31 160 632 182 – Corporate Authorised Representative Shartru Wealth Management Pty Ltd – ABN 46 158 536 871 – AFSL 422409

Energy Financial Planning ACN 160 632 182

Brad A. Gunn is an Authorised Representative of Shartru Wealth Management Pty Ltd ABN 46 158 536 871 | AFSL 422409

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation, and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.

Wordpress website by Advant

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in