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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.

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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.

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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

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Investments

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

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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.

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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.

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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.

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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.

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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.

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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

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Helping the kids without derailing your retirement plans

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Energy Financial Planning November 2024 Newsletter

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Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…
Harnessing the double edge sword of tech

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In our fast-paced digital world, technology often feels like a double-edged sword. On one hand, it offers incredible opportunities for…
Unlocking success: lessons from the world’s best investors

Unlocking success: lessons from the world’s best investors

While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as…
The Age Pension and your retirement plans

The Age Pension and your retirement plans

Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…
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
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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.

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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

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