Salt and Stone Financial Planning

Salt and Stone Financial Planning provides personalised financial guidance grounded in experience and honesty. We simplify complex concepts, offering practical, trustworthy advice tailored to your unique situation. Our goal is to deliver insights and solutions that create real, lasting value for years to come.

"We received excellent and clear advice, setting our retirement path up to be smooth and worry-free"

R &C. Hooper

Financial advice can shape your future at every stage of life.

Salt and Stone Financial Planning brings together lifestyle and stability. Inspired by coastal living in Merewether, we combine a calm, balanced approach with strong foundations to support our clients’ financial security over the long term.

Our Services

Financial advice that’s honest, affordable, and easy to understand. A relaxed, practical approach designed to help you feel confident about your future.

Superannuation Advice

Our superannuation contribution and consolidation advice is designed to assist you in understanding your options, from investment considerations to making additional contributions in a tax-effective way.

Retirement Ready

As retirement approaches, many people have important questions about their superannuation, retirement income, and financial security. With the right guidance, you can move forward with clarity, confidence, and peace of mind.

Invest confidently, Plan effectively, and Enjoy the lifestyle you desire

Estate Planning Advice

SMSF Advice

Start planning today for the peace of mind that comes with knowing your affairs are in order. Let’s create a plan that gives you—and your loved ones—confidence for the future

For the right people, managing your own superannuation through a Self-Managed Superannuation Fund (SMSF) can offer greater flexibility and control over your retirement savings. For a lot of people, it can add additional costs, obligations and unnecessary complexity and there are better options that are more appropriate. We can help you decide if it's right for you.

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Salt and Stone Financial Planning Pty Ltd ABN 55 693 360 413, trading as Salt and Stone Financial Planning is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services license number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The Information on this web page is not financial product advice and is provided for information only.