Financial Planners for every stage of life.
Welcome to Personal Tax & Planning. Mapping out the financial futures of Manning Valley families for a lifetime.
Thinking about your finances, your family or your future?
Every journey needs a guide - we’ll help get you there.
If you were heading somewhere new, would you prefer a map? Or a guide who knows the way?
Still not sure if a financial planner is right for you? Let us get to know you better, and we'll show you how we can help.
“...Moving towards meeting my financial goals...”
I first consulted Warren Fischer at Personal Tax and Planning when I was considering starting up my own personal training and fitness business... Warren spent the time with me in getting prepared.
His experience meant this process was made so much easier for me to focus on what I do best and that is Personal Training. We are now 2 years into the business and Impulse Fitness is very healthy! Warren is in regular contact with me to talk about my progress with our financial planning & how I am moving towards meeting my financial goals. I recommend you seek Warren’s financial planning advice. It truly has been valuable to me..."
Impulse Fitness - River Arcade, Victoria Street, Taree
“...looking forward to the future...”
I have been a client of Personal Tax & Planning for two years. During that time Warren’s knowledge and recommendations have assisted me in a number of areas of financial planning...
I find Warren and his team extremely approachable and always willing and able to help. They take the time to explain what is happening with my investments and have provided me with peace of mind during a time when investment markets have been extremely volatile.
I have no hesitation in recommending Warren Fischer and the team at Personal Tax & Planning for personalised and trustworthy advice."