Find Freedom with a financial game plan | Personal Tax & Planning, Taree

Financial planning that grows with you. 

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Singles & CouplesYoung Families • Older Families & Mature Couples •  Retirees

 

Financial Planners for every stage of life.

Welcome to Personal Tax & Planning. Mapping out the financial futures of Manning Valley families for a lifetime. 

Financial planning and advice singles & young couples | Personal Tax & Planning, Taree

Singles & Couples

Started a new job, saving for an investment, family or holiday? Get your finances off to a successful start.

Financial planning and advice for young families | Personal Tax & Planning, Taree

Young Families

Life is stressful enough. We’ll help organise the long term, so you can focus on the day-to-day adventures.

Financial planning for mature families | Personal Tax & Planning, Taree

Mature Families

Planning for the futures of your kids or parents? We’ll help ensure everyone is looked after, including you.

Financial planning and advice for retirees | Personal Tax & Planning, Taree

Retirement Planning

After a lifetime of climbing, we’ll take the stress out of retirement planning so you can sit back & enjoy the view.

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?

DIY Financial Planning:

• Hours spent researching laws & options
• Working through jargon & details
• No support system when something happens
• No professional help in maximising your chances for success

Planning with PTP:

Vast knowledge of laws, options & opportunitites
• Have the best plan available prepared for you
• Only pay for the solutions you want
• Enjoy a lifetime guidance & support

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.

Testimonial Rating

“...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..."

Vicky Smith
Impulse Fitness - River Arcade, Victoria Street, Taree

 
Testimonial from Barbara Edmunds | Personal Tax and Planning | Financial Advisors, 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."

Barbara Edmunds