Quadrant Financial Planning is a regionally based financial planning business with an office in Wodonga that maintains a close knit family feel, whist being licensed to one of Australia’s leading private financial services licensees Capstone Financial Planning. 

Capstone is privately owned and operated organisation, which means they are not owned by a bank, fund manager or other financial institution. This allows Quadrant Financial Planning to offer tailored and flexible solutions to our clients, and to ensure that we act in their best interests.  

Currently Quadrant Financial Planning manages over $190 million in clients funds. We offer our clients a wide range of experience and understanding in all areas of Personal Superannuation, Corporate Superannuation for employers, Self-Managed Superannuation Funds Advice and Administration (SMSF’s), Retirement Planning, Investment Planning, Direct Shares – Buying and Selling, Savings & Wealth Creation strategies, Salary Packaging Advice, Risk(Personal Insurance) protection, Estate Planning Considerations, Mortgage lending and Centerlink advice & maximization strategies.

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Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 434366) and Trent Crothers Financial Services Pty Ltd ATF Trent Crothers Family Trust (CAR No. 343735), are Trading as Quadrant Financial Planning and are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.