What we do

At Options Financial Planning, we provide tailored financial planning services designed to give you clarity, control and confidence in your financial future. Our approach is rooted in cash flow planning – a powerful tool that helps you understand how your money works for you today, and how much it can support your goals tomorrow.

We work closely with individuals, families and business owners to build comprehensive financial strategies that align with your values, lifestyle and long-term objectives. By modelling your income, expenses, savings and investments over time, we create a living financial plan that adapts with you as life evolves.

Whether you’re planning for retirement, managing wealth or navigating life transitions, we’re here to simplify the complex and provide clear, actionable guidance. Our mission is to help you make informed decisions, reduce financial stress and ultimately live the life that you deserve.