• 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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BUILD THE FOUNDATION

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.

For those that have never really paid attention to their financial world, our Financial Foundations Program is the first stage in making your financial ship watertight.  Only once the foundation has been built can we begin to grow!

READY TO GROW?

For those who already have a solid financial foundation in place, we are able to grow.

Our Growth Program is designed to take clients from a ‘preparatory stage’ to a predictably expansive growth phase of their financial journey.

Through constant and easy to understand financial education strategies, you will be 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 Wealth Maximiser Program will integrate your team and provide you with the tools and strategies needed to help you take better advantage of an already booming situation.

ENDORSEMENTS

Mark is a true professional, he is always proactive in making sure I am looked after. Definitely someone I want on my team!

- Will B

Thank you Mark and Drakkar Group. Your knowledge, service and fresh approach to servicing client needs in this space is refreshing.
Being able to compartmentalise our needs and deliver is the sign of a true professional.

- Joshua T

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