Hillross

Plan 4 Financial Group
Est 1985
4/26 The Parade West, Kent Town SA 5067
Over the last 30 years we have witnessed the myriad of financial downturns that can negatively affect a client's future plans. Our business is simply about understanding the essentials of good financial management and drawing on our combined expertise and experience to help our clients achieve their idea of financial freedom.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • CERTIFIED FINANCIAL PLANNER® (CFP)
  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • SMSF Accredited
  • Accredited Mortgage Consultant
  • Fellow of the Financial Planning Association of Australia
  • Practitioner Member of the Financial Planning Association of Australia
  • Finance Brokers Association of Australia

Areas of
Expertise

Estate planning
Insurance
Retirement
Self Managed Super Fund
Wealth creation

Our business is simply about understanding the needs of our clients and drawing on our combined expertise and experience to help you achieve the lifestyle you are looking for.

We can help you plan for your financial future, whether you’re just starting out or planning to retire.

Our greatest asset is the depth of experience in our advisers with a combination of over 5,000 real life interviews over 30 years. We have a strong investment in education, systems and resources as we take a professional but personal approach in making a positive difference to the lives of our clients. Our areas of expertise include establishing and running large corporate super plans, self managed super fund strategies to tailoring individual investment portfolios with the correct level of insurance to back it all up.


Meet our team

Read More Jade - Website
Jade Eley
Managing Director

I love working with my clients to help them articulate their vision of financial…

Read More Phil - Website
Phil Eley
Chairman

I love drawing on my years of experience to make a difference to the lives of my…

Read More Fiona - Website
Fiona Venning
Senior Client Services Manager

I am passionate about helping people to achieve financial freedom. I find great…

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Steph - Website
Stephanie Gaydon
Client Services Officer
Stephanie’s role is to manage Plan 4’s accounts, contact clients, provide updates…
Stephanie’s role is to manage Plan 4’s accounts, contact clients, provide updates and answer client enquiries. She is an integral part of the team managing the implementation of advice process.
Read More
Renee - Website
Renee Phelps
Client Services Administrator
Renee has been with the company for just over a year and is the friendly face who…
Renee has been with the company for just over a year and is the friendly face who welcomes you into our office. With a positive attitude and pleasant demeanour, Renee is hard working and committed to the role. Customer service is Renee's main priority and she is always happy to help - whether it is generating a Centrelink Schedule or assisting you with updating your beneficiary details, Renee is ready to lend a helping hand.