GAME PLAN

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Get smart with money.

Get your game plan sorted.

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Clarity

Get clear on your priorities. 

Growth

Make your money work for you.

Confidence

Be confident in your future plans.

Freedom

Live your ideal life in style!

I want to

I want to

We'll work with you to achieve your goals, whatever they may be.

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The value of advice

Research surveying 12,643 advised clients and non-advised individuals found that out of those who received advice:
0 %

Agreed receiving advice helped them achieve their goals

0 %

Said that financial advice left them in a better position financially

0 %

Agreed the value of advice outweighs the cost

*Independent research surveying more than 11,600 advised clients and more that 1,000 unadvised individuals, conducted by IOOF in conjunction with CoreData, IOOF: The true value of advice (2020)

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Support

Get support from an expert who has all the right tools to guide you. 

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Security

Sleep well at night knowing that you have a rock-solid plan in place.

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Accountability

We’ll make sure you stay on the path to success and true to your goals.

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Freedom

Live freely as you focus on the things that truly matter. 

What do we offer?

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Support

Get support from an expert who has all the right tools to guide you. 

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Security

Sleep well at night knowing that you have a rock-solid plan in place.

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Accountability

We’ll make sure you stay on the path to success and true to your goals.

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Freedom

Enjoy being free of money worries! Now you can focus on the things that truly matter.

Learn more

What do we offer?

⭐⭐⭐⭐⭐

I can't recommend Game Plan enough! They took the time to understand my unique financial goals and provided a comprehensive plan that has set me on a clear path to financial freedom. Their expertise and personalized approach made all the difference.
-HarleyVerified User
⭐⭐⭐⭐⭐

Working with Game Plan has been a game-changer for my family's financial future. Their team is knowledgeable, responsive, and truly cares about our success. We've seen significant improvements in our savings and investment strategies thanks to their guidance.
-JohnVerified User
⭐⭐⭐⭐⭐

Before Game Plan, I felt overwhelmed by my finances. Their advisors helped me organize and prioritize my financial goals, and now I feel more confident and secure about my financial future. Their personalized service and expert advice are invaluable.
-SteveVerified User

Let's get the ball rolling

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No worries, we’re here to answer them!

Check out our FAQs ➜
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If you’re ready to get started, book in a time to have a video call with us to get more clarity.

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Bec

Bec

Growing up in Australia to migrant parents, money always meant safety and security to me. Watching my parents handle money wisely also meant watching them unlock possibilities. From giving me and my brother a stellar education to travelling overseas every year and owning their family home, money was simply a pathway to their ideal life.

In 2009, I started an internship at a small financial planning practice. It opened my eyes to the world of financial planning as a genuine career path. It wasn’t just about numbers, it was about people – helping people get unstuck, map out their goals and help them practically achieve them.  I quickly realised, that this was the only thing I wanted to do with my career.

After soaking up 2.5 years of wisdom at the small practice, I then spent the next 13 years in comprehensive wealth management firm for high-net wealth individuals, before teaming up with Alicia to start Game Plan Wealth Advisers, where the adventure continues!

Over my career, I have helped people with a diverse range of needs and I pride myself on my empathetic and down-to-earth approach.

Qualifications 

  • Bachelor of Business (majoring in Financial Planning)
  • Member of Financial Advice Association Australia (FAAA)
  • Registered tax (financial) adviser

Favourite Quote

“Some people are so poor, all they have is money”.