Aaron Downey

At PlanRight Financial Services, we pride ourselves on turning complex financial information into straightforward information that is easy for you to process and put into action. Too often industry ‘jargon’ makes advice hard to understand. Our aim is to develop strategies to achieve YOUR goals and deliver them in a way you can easily understand both, what is going on, and why!

I am a qualified financial planner with over 23 years of experience in providing financial advice and I get great joy in helping people achieve their financial objectives.

I commenced my career with a local firm in 1999 providing individual superannuation, investment & retirement advice and personal insurance recommendations. I then joined a bank in 2011 where I provided advice focusing predominately in the ‘young family’ and ‘retirement’ spaces. Since commencing my own business in 2016 I have continued this focus and still get a buzz from assisting people reach their financial goals.

I am a born-&-bred Canberran (go the Raiders and Brumbies!) and outside of work, I am kept busy with family life. I am dad to three boys who are very active and love to play sport.

I am able to help with any (or all) of the following:

• Superannuation advice (set-up and/or ongoing management)
• Retirement planning (preparing for, or already in retirement)
• Investment advice (Managed funds, Investment Bonds, Margin Lending)
• Personal Insurance (Life cover, Income protection)

Our first meeting is an opportunity for each of us to see if the other is 'the right fit' and, as such, has no cost.

If you would like help with any of the above, please contact me on (02) 5127 5271 or email me at aaron@planrightfs.com.au