• 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 was very valuable in unforeseen financial circumstance which had implications on many. Fortunately, with Marks advice and strategies all involved kept their heads above water achieving financial security. A professional and friendly service, I can’t recommend Mark and the Drakkar Group highly enough!

- Simon K

Seeking financial advise can be quite scary, especially if it’s your first time talking to experts/advisors. I was lucky enough to be referred by a friend to go see Mark and his team. The level of advice and the world of options Mark opens up for you regarding your finances/goals is fantastic. I would highly recommend Mark and his team to anyone who either has some goals they want to achieve or is earning a descent salary and wants to look at their options.

- Mik M

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