About Us

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Achieve Your Financial Goals with Your Trusted Financial Planning in Sydney

Who We Are

Learn More About Us

Your Financial Future is a privately owned financial services company offering a comprehensive range of financial solutions based on your personal needs and objectives. We take a holistic approach to securing your financial well being and are able to assist you in navigating through the complex issues within the finance world. This includes superannuation, tax planning, mortgages and insurance needs, to name a few.

Your Financial Future Mortgages is a specialty branch of Your Financial Future providing a mortgage broking service. We can assist you with everything from home loans and refinancing to vehicle and equipment finance or commercial loans.

Our team of mortgage brokers and financial planners work together with our group of service partners, including solicitors and accountants, as well as our support staff to achieve your financial goals.

Whether you are planning for retirement, purchasing a property or looking to build and protect your wealth, we can help.

Our financial planner creates a clear financial roadmap, no matter what challenges you face.

Every life stage

We look after professionals, businesses, families and retirees to guide them through in financial well-being.

Trusted

We design strategies to serve your best interest as we don’t work for any particular institution

Industry Expert

Our trusted financial advisor Sydney is qualified, experienced in financial planning and licensed under ASIC.

Working together to create your financial future

Your Financial Future is a leading financial services company assisting clients from all over Australia. We work closely with you to develop financial strategies based on your specific needs that will allow you to take control of your financial future. We build close relationships with you and your family to secure each generation’s financial well being.

Superannuation

With 12% of your salary paid into your superannuation fund annually, it’s imperative that you have the right superannuation structure in place. Let’s face it, superannuation is not only your savings – it is your most important long term investment! We are committed to helping you navigate the superannuation landscape, keeping you informed of the constant legislative changes. By taking the time to understand your financial needs, we will work with you to determine the right superannuation investment structure to achieve your goals.

Insurance

You work hard to protect your assets – now it’s time to protect you! Don’t let injury or, even worse, untimely death derail your family’s financial future. At Your Financial Future, we incorporate insurance into your financial and investment strategy so that you can receive the dual benefits of savings and security. The benefits of insurance are immeasurable and form the basis of successful financial planning for you and your family.

SMSF

Setting up and administering is complex

MORTGAGES

One of the biggest financial and life decisions you will make is buying a property. Whether you are buying a new home, investment property, or refinancing your existing loans, Your Financial Future Mortgages will find the right loan for you. We understand that one of the most difficult steps in this process is dealing with your bank to organise a loan. We remove the stress by comparing all lenders and deliver you a loan ideally suited to your circumstances and requirements. We guide you through the lending process every step of the way. Our aim is to create the most cost effective finance strategy for you, including the best available interest rates with low up-front and ongoing costs.

PARTNERS

Securing your financial well being requires a holistic approach. Your Financial Future can assist you with many areas of financial planning. For those areas we do not specialise in, we partner with a wide range of experienced professionals to bring you a comprehensive range of services. Our partners include lawyers, accountants, real estate agents and other professional entities. Our partners all share our vision of working together to help you achieve your financial goals.

Michael Stratton

Michael Stratton has over 20 years’ experience and set up Your Financial Future in 2011. He is passionate about working with people to help them achieve financial freedom. He is a strategic thinker with a strong customer service ethic and this has been the key to his success in the financial services industry.

Michael’s vision is to create a financial services company that focuses on the needs and objectives of clients. Clients are first and foremost! He is dedicated to providing quality service to his clients and prides himself on his ability to get to know and understand each client’s individual position. While he specialises in superannuation services, clients will benefit from his holistic approach to financial planning.

Michael has two beautiful children and a love of golf. When you can’t find him at the office or spending time with his family, you can find him trying to fit a game in whenever he can.

Authorised Representative No. 312357
of Lifespan Financial Planning Pty Ltd
(AFSL No. 229892)