• Getting the right advice.

    Our goal is to make clients feel financially secure enough, so that they can enjoy the lifestyle they want.

    Discover how getting the right advice on your investments, super, retirement and insurance can help you  live the lifestyle you want now and into the future.

    Click below to find out more.

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  • SMSF Specialist Advisers.

    The prospect of managing your own super can seem rather overwhelming. At Drakkar Group our advisers hold specialist qualifications in Self-Managed Superannuation and can help you take control of your retirement.

    Click below to see how we can help you.

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  • Protecting your family with Life Insurance.

    As the saying goes, the only two certainties in life are Death and Taxes. While we can’t stop either, we can certainly help you minimise the Financial Impact.

    See how a Life Insurance review can benefit you now.

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A little about us

Drakkar Group Financial Planning are part of a 'new breed' of financial planning firms aimed at delivering exceptional quality financial advice and wealth coaching services.

We believe in speaking plain English and helping our clients create a vision for their future. Our fees are transparent and based on the time taken to deliver the outcomes you want.

Oh... and we also love Vikings!

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ACORNS TO OAK TREES

We’ve all heard the saying, ‘first you must walk, then you can run’.  The same applies to running your finances.  Before we are in a position to grow our wealth, we need to create a solid and stable foundation.

Here at Drakkar Group, our Drakkar Program (Financial Foundations Program) is the first stage in making your financial ship water tight.  Only once the foundation has been built can we begin to grow!

READY TO GROW?

Once you have built a solid foundation, we are able to grow.  Our Mjolnir program is designed to take clients from a ‘preparatory stage’ to an predictably expansive growth phase of their financial journey.

Through constant and easy to understand financial education strategies, you will empowered with better decision making capabilities to begin growing your wealth!

MAKING THE MOST OF IT

There comes a time when the most important investment decisions are not what to buy, but rather how to buy, what structures should be used, and when to dispose of it and what taxation advantages can be utilised along the way.

For our more advanced clients, our Berserker Program provides you with strategies aimed at helping you take better advantage of an already booming situation.

ENDORSEMENTS

Mark is an empathetic Adviser with a zest for life, and a knack for breaking down and concisely communicating on all things financial no matter how complicated or technical they may be. He truly takes the time to understand his clients objectives above all else, there is no sales or spin.

- Ashleigh F

Since finding Mark and the team at Drakkar Group, I feel like my financial situation is finally under control.  The team is great at keeping me on track while also making sure I’m accountable with my own affairs.  Thanks again guys, truly life changing experience!

- Alex B

ELEMENTS OF A COMPREHENSIVE FINANCIAL PLAN

  • Strategic Financial Advice
  • Cashflow
  • Improving Financial Behaviours
  • Investment Advice
  • Superannuation Advice (inc. SMSF)
  • Insurance (Life/TPD, Income Protection, Trauma)
  • Debt management
  • Wealth Succession and Estate Planning
  • Structures, Entities and Ownership