• Budget Planning

    What you have is the start

    Do you know how to achieve your lifestyle goals and dreams?

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  • Budgets and Financial Plans

    What you do with it is the difference..

    Financial planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve financial security.

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Welcome to Carrington Financial Services

We aim to inspire people to learn and make great lifestyle choices today and tomorrow

We Care

We Care

It can be a bit scary disclosing your entire financial situation to someone, so we try to make you feel as comfortable as possible by getting to know you first at your initial free consultation.  

Attention To Detail

Attention To Detail

We love numbers! Finding out what makes you unique. Problem solving and the impact on you of changing legislation.  It's that level of detail that gives you the best financial outcome possible.

Ongoing Support

Ongoing Support

Your Life, Legislation, the Economy, Investment markets are guaranteed to change over time. We offer an Ongoing Service so we can review your plan and adjust for these changes.  

Who We Are

Our philosophy

To provide you with a complete financial solution, by being your key contact for all financial matters. We want you to be able to sleep at night in the comfort of knowing you understand your financial situation and that your financial affairs are under control. We want to make sure you clearly understand, identify with, and are excited about your financial plan and how it is achieving your goals.

Our vision is to guide and look after our clients. We do not want to be the biggest firm, we pride ourselves on our honesty, integrity and having the ability and time to spend working closely with our clients and knowing their situation intimately.


Our history

Carrington Financial Services is located in Wayville, South Australia.  We have 3 financial advisers who are also principals of the practice and employ 4 support staff dedicated to providing excellent customer service.

Since its foundation in 1995, Carrington Financial Services has continued to be a healthy, growing and approachable practice, providing financial planning strategies and services.

Financial Advisor
Financial Planning

It's all about you

Our clients are small and medium sized business owners, professionals, employees, semi-retired. All aspiring for better lives, for themselves and their family, their business and their employees.

The clients we work with:

  • take responsibility for their actions
  • are honest, ethical and work hard
  • are open to change and positive in their approach and attitude
  • want to make a difference
  • recognise that we are important in helping them make that difference
  • are open and honest in sharing problems, issues , ideas and in finding solutions
  • realise the importance of constant improvement
  • have an idea of where they want to be
  • appreciate and value what we do

Our relationship with our clients is one of mutual respect and is based on:

  • Accessibility – we are very accessible to our clients
  • Responsiveness – our clients see that we are outcome focused problem solvers
  • Accountability – a mutual commitment to achieving our client’s goals
  • Understanding – we understand our client’s business and family needs and their goals
  • Proactive – we go to our clients with ideas and suggestions

This relationship with our clients is achieved by understanding each client’s needs and delivering to them agreed upon outcomes.

SOME OF THE NUMBERS !!

 

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Enquiries
Happy Clients
Referrals

Resources-Workbooks & Guides

Case Studies

Do you plan your holiday?

Do you plan your holiday?

We all know we should spend more time on our finances. Yet most Australians spend more time planning their next holiday.

Transition to Retirement

Transition to Retirement

Is a Transition to Retirement Strategy right for you?

Are you a business owner?

Are you a business owner?

Business owners often have unique risks not always covered by personal insurance. Are you adequately covered?

In your 30s or 40s?

In your 30s or 40s?

At this stage it may seem like you are stretching every dollar. Here is a ten point checklist to keep you on top of your finances.

Powerful Ideas makes us standout from the crowd.

Meet the Team

Bryen Guy

Bryen Guy

Certified Financial Planner, Dip FS (FP)

Jason Dix

Jason Dix

Financial Planner, Bachelor of Business (Finance), Dip FS (FP), ASX Accredited Adviser, SMSF Accredited

Heather Jensen

Heather Jensen

CA Financial Planning Specialist, B.A.(Acc), Adv Dip FS (FP), MBA, Semi-Finalist AFA Female Excellence in Advice Award 2015, Securitor Financial Planner Rising Star of the Year 2015

Briony Halliday

Briony Halliday

Practice Manager

Sharon Harding

Sharon Harding

Client Services Assistant

Stacey Guy

Stacey Guy

Administrative Assistant

Latest Blogs

Testimonials

"I have dealt with Carrington Financial Services for many years and have found the staff professional, friendly and helpful. My financial planner has always been available to discuss all my financial and lifestyle changes."... More
Shannon, Woodside SA
Shannon, Woodside SA
"I have been associated with Carrington for several years and receive ongoing tax and retirement advice. Their expertise and knowledge in these areas is excellent and they always had time for additional help and assistance."... More
Neil, Burnside SA
Neil, Burnside SA Developer, 2excel

Always ready to take your call Please contact us on 08 8272 6444 to arrange an appointment with one of our advisers.
Simple & Effective Your first appointment with an adviser is at no cost to you. At that meeting we will explain how we can best be of help and the next steps you may need to take to secure your financial future.
Unlimited Support We offer you ongoing support once you become a client of Carrington Financial Services.

Would you like to know more? Contact Us