ABOUT US

“A goal without a plan is just a wish”
Antoine de Saint-Exupery French writer (1900 – 1944)

We believe
Everyone should be able to achieve their financial goals.

A good financial plan involves:

  • Controlling the things that we know about
  • Protecting against the events we cannot control
  • Being accountable for what we commit to
  • Continually reviewing strategically and tactically

We care
For people, families and their businesses. We all help each other by living and working in our Adelaide community and Plan For You is a local business that serves and protects local interests.

It all starts with listening and a personal understanding of an individual’s wants, needs and aspirations, but most importantly the ability to earn someone’s trust.

We will always help our clients be prepared for whatever happens next

People are at the centre of everything we do. Our goal is to turn your dreams into your reality by providing a financial plan for you.

We have a passion for helping people live a more enriched lifestyle by sharing our knowledge of financial planning and the ever-changing legislative landscape.

Our Values

People
People are at the centre of our business. Everything we do relies upon the relationships we build. We care about the individual and seek to understand their wants, needs and aspirations. We are committed to a relationship built on trust.

Responsibility
We care about the consequences of our decisions. We follow and uphold the rules and standards set for our business and remain committed to meeting the compliance, legal and regulatory obligations of our industry. We will always take responsibility for our actions and remain disciplined in our approach. We pride ourselves on accountability not only as a business but also as individuals.

Integrity
We respect the community and industry in which we operate. We hold ourselves to the highest ethical standards and behave in ways that earn the trust of others. We depend on the relationships we have and respect each other and those we work with.

Daring
Achieving the best outcomes often requires the courage to face adversity with fairness and conviction, to speak up and stand by what we believe. We always strive to do the right thing. We explore new ways of thinking and continually seek innovative solutions. We are honest with ourselves and actively solicit feedback from others. We aim to be uniquely positioned and highly relevant in the world we live in.

Excellence
We are committed to excellence in all that we do. We will not waver in the face of adversity. We commit to quality outcomes and we work with fierce resolve to make this a business of which we and our clients can be proud.

SERVICES

What we do

At Plan For You we take pride in helping you define a vision for the future which is all about what you see from the summit and together we design a personalised wealth plan that navigates through the fog and allows us to discover the pathways across all aspects of your financial lifestyle.
 

How we do it

We take a genuine interest in what is important to you, your family and your business and develop solutions to achieve them, but most importantly we help protect the people you love.
 
 
 
 
 

Our advice to you

Advice is not always based on age, it is based on what life events you are living. Together, we will design your financial plan and your plan will contain meaningful strategic financial advice based on your life-stage right now, this is to ensure your financial goals are successfully achieved over the short, medium and long term.

our offer

Your FIRST step
foundations
builder
wealth & business
accelerator
wealth & business
Fine Tune
retirement
Enjoy
retirement

Questionnaires

TEAM

Plan For You is a Corporate Authorised Representative of Dover Financial Advisers Pty Ltd (Australian Financial Services Licence Number 307248), which means that you can speak to any of the advisers in our office. The current advisers are:



Tony Cafarella
Director / Senior Financial Planner

JP, DipFP, FChFP

Tony Cafarella has been a financial planner since 1999 working predominantly in retirement planning and Centrelink advocacy. Prior to 1999 Tony worked at Centrelink (formerly Department of Social Security) for 15 years in the Pension area, so he has extensive experience in Age Pension, Disability Support Pension, and Carer Allowance eligibility and entitlements. Tony holds an Advanced Diploma in Financial Planning, has completed the Certified Financial Planner qualifications, and is a Fellow Chartered Financial Practitioner and is therefore qualified to provide advice on Personal Risk Insurances, Superannuation (including Self Managed Superannuation), Investments, Estate Planning, Specialist Centrelink Planning, Managed Investments, and many other areas of financial planning.

Co-Owner and Director of Plan For You Pty Ltd
Authorised Representative No 244698 of Dover Financial Advisers Pty Ltd.

DERRICK LOBBAN
Director / Senior Financial Planner

B.Comm, DFP

Derrick Lobban has been a Financial Planner since 1992 working predominantly in retirement planning. In the course of his career, Derrick has worked both as an independent business owner as well as in senior management positions for some of Australia’s financial institutions.

Derrick holds an Advanced Diploma in Financial Planning, has completed a Bachelor of Commerce in Accounting and Business Economics, as well as the Certified Financial Planner qualification.
Derrick is qualified to provide advice on Personal Risk Insurances, Superannuation, Investments, Estate Planning, Centrelink Planning, Managed Investments, and many other areas of financial planning.

Co-Owner and Director of Plan For You Pty Ltd
Authorised Representative No 1232743 of Dover Financial Advisers Pty Ltd.

Contact

P| 0414 552 986 F| 08 8391 3505
E| admin@planforyou.com.au


Find us at 6 Mann Street, Mount Barker SA 5251

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The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Plan For You Pty Ltd ABN 43 158 877 948 is a Corporate Authorised Representative No. 42380 of Dover Financial Advisers Pty Ltd (AFSL: 307248) ABN: 87 112 139 321.

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