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Trusted Personal Advice

High quality, client-centric financial planning
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What does your Life Well Lived look like?

We focus on understanding your 'why' before we start working on the 'how'.
At Principled Financial Planning we believe that great financial advice equips you with the resources to live life well - to do the things that are important to you and that give your life meaning. Money isn't the end goal, but it does allow you the financial freedom to pursue the activities that provide personal satisfaction. This might be travelling the world; working less so that you have more time to devote to a hobby or volunteer organisation; heping your children or grandchildren get established financially; or contributing to a cause that is close to your heart. Whatever your vision of a Life Well Lived, it forms the central point of our advice journey together.

Financial advice across a wide range of areas

We have the qualifications, technical expertise and experience to deliver bespoke financial strategies that are aligned to your personal circumstances and goals.
  • Strategy & Tax Planning
    For us, strategy is about aligning your finances with the things you want out of life.
    Superannuation & Investments
    Whether you're saving for retirement or investing outside of
    Defined Benefit Super
    We have over a decade of experience providing strategic advice to members of the Defence
  • Multi-generational Advice
    We love working with families and have client groups that span two -
    Aged Care
    As recognised FPA Aged Care Specialists, we know that an imminent move into residential care
    Trusts & Structures
    Whilst our advice is underpinned by the philosophy of keeping things as simple as possible to achieve your
  • Personal Insurance
    Protecting what you already have is an important component of any comprehensive welath creation
    estate Planning & Inheritances
    There is more to estate planning than having a valid will.
    Philanthropy
    If you are someone who wants to give back to a cause or community that is close to your heart, we can

One of the most important things we offer our clients is peace of mind

The benefits of good financial advice extend well beyond the simply financial.
We understand that your life and your finances are inseperable. Best financial planner Canberra
Financial advice that addresses your concerns has a positive impact on your financial wellbeing.

What can you expect

when you work with us?
> Conflict-free advice
The only thing we are 'selling' is a professional service. We have no ownership or contractual links with any product manufacturers that might influence the advice we provide; and there are no incentives to recommend one product or financial instutution over another.
> It's all about YOU
Each client is unique, with different circumstances, concerns and goals. We take the time to explore WHY you are seeking financial advice and to understand what is important to you. That means listening more than talking, and asking lots of questions. By having a good grasp of your particular needs, we can tailor our advice specifically for you. There are no generic, templated solutions.
> Not just the numbers
There is so much more to financial planning than investment recommendations and an array of numbers and graphs. That's why we don't just look at investment returns - we focus on your goals and your progress towards them over time.
> Strategy before products
We're big on strategy. It's where we can really add value to our clients in helping them reach their wealth potential. Financial products are usually necessary to execute the strategy, but those recmommendations come after we've mapped out the course to get you where you want to be.
> A focus on education & empowerment
We will always take the time to explain our advice and the contex for it - as often as necessary and in much detail as you need. If you don't understand the strategy and why it is being recommended, then we haven't done our job properly. Through ongoing financial coaching we can help you to take control of your finances so that you feel empowered to make financial decisions confidently.
> Clarity and simplicity
We often deal with complex scenarios, but we don't want to make your financial affairs more complicated than they need to be. We develop simple but thoughtful solutions that deliver real results, and communicate them clearly in plain English.

client reviews

  • ★★★★★
    "Ingrid is an extremely competent and empathetic person who has a genuine interest in the financial security of her clients. She is articulate, professional and takes her responsibility to her clients very seriously." Richard (65+)
  • ★★★★★
    "We came away more than happy with a greater understanding of our (PSS) super and where we are going forward." John and Michell (55-65)
  • ★★★★★
    "When Ingrid set up her own financial company - Principled Financial Planning, we moved across to her from a larger Finacial Investment company. We are extremely happy with Ingrid and being part of a much smaller client base. The advice Ingrid provides to us heading into retirement is very sound, practical and in a language that we can understand. She is also easily contactable when additional guidance is required. Ingrid listens and provides a personal approach to our ever-changing situation in our time of life. We can honestly recommend Ingrid for those who would like sound and practical financial advice.." Wendy and Glenn (55-65)
  • ★★★★★
    "Perfect. Need say no more." Hugh (65+)
  • ★★★★★
    "Ingrid is the first person I call to ensure I am making the right decision with my money, and she is always there to assist with financial questions." Nic (35-45)

Need expert help to get your finances sorted?

Get in touch for an obligation-free chat to see if we are a good fit for you.
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02 6198 3385
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Level 1 / 18 National Circuit BARTON ACT 2600
Principled Financial Planning ABN 29 660 699 178
Principled Financial Planning Pty Ltd is a Corporate Authorised Representative ASIC 1298208 of Lifespan Financial Planning Pty Ltd AFSL 229892 ABN 23 065 921 735 Copyright © 2023 All rights reserved.