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Building Futures,
Onelife at a Time.

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

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What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Buying a Home

We know that buying a home is one of the most important decisions you'll make in your life. At Onelife, your broker will do the leg-work for you.

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Refinancing

The right refinanced loan could help you pay off your mortgage faster and for less, clear unhealthy debt or help you upgrade and add value your home.

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Investing In Property

It definitely pays to do your homework on the property market before you dive in, and we’re thrilled to be on board to help you when it comes to financing your decision

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Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

Insights

Helping the kids without derailing your retirement plans

Helping the kids without derailing your retirement plans

As parents, the instinct to support our children never truly fades, even as they become adults. However, when considering giving…
Fixed rates on the move - Sign of times to come?

Fixed rates on the move - Sign of times to come?

There has been a lot of “will they, won’t they” speculation about the RBA’s cash rate announcements. Interest rates are…
Super vs property: what works for retirement income?

Super vs property: what works for retirement income?

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
The lowdown on negative gearing

The lowdown on negative gearing

Recently, negative gearing has been making waves in the news and with rental affordability becoming a serious issue in Australia,…
Flying solo: tips for successful buying

Flying solo: tips for successful buying

For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
From budgeting to bliss: managing money matters in your relationship

From budgeting to bliss: managing money matters in your relationship

Money sure can stir up a lot of emotions in relationships. From arguments over who spent too much on takeout…
Read more

What our clients say

Daniel has provided a number of services for myself and the company, including insurance advice and financial planning. He is always available and very courteous with his communication. He is very reliable and I have no hesitation to recommend him and his services.
Suzi O
Daniel worked tirelessly to identify where our finances would be best put to work based on our age and risk tolerance. Through the team we were able to determine appropriate investments whilst we searched for our first home, appropriate super contributions as well as coordinate our life trajectories as far as estate planning and life insurance. His advice was comprehensive, and incredibly well thought out.
Ben D
We had a great experience with Daniel and the team. No such thing as impossible for Daniel, he is always capable of coming up with alternatives and tailoring the ideal solution to the client's profile and needs. Thanks Daniel and team!
Asher A
I've been working with Daniel for several years now and he's been integral to me getting my superannuation in order, giving me a clear pathway on how to plan for my retirement. Daniel is always looking at ways to challenge me, add value and help improve my financial literacy. I'd highly recommend his services to anyone who's looking for an astute and trustworthy financial adviser.
Darren B
Both my husband and I found Daniel to be very friendly and knowledgeable. It was very reassuring to know that Daniel could help us in this difficult situation. I would happily recommend Daniel to anyone looking for solid and reliable financial (and insurance) advice and assistance.
Eva A
Daniel and his team have always been there when needed, especially when my wife passed away. It was very comforting to have them take on the life insurance claim in such an upsetting and sad time. We have regular updates and chats to keep up with changing times here and around the world.
Stuart G
My wife and I are new clients of Daniel, although through our time and experience with Daniel, we've felt like we've know him for years. Nothing is too difficult and Daniel always ensures he takes the time in explaining complex scenarios to us by simplifying it as best as he can.
Danny M
Craig is extremely professional and I’m so grateful for all of his assistance, expert knowledge and advice. I really couldn't have asked for a better broker! I will be recommending Craig to everyone I know!
Azra P
I had never used a mortgage broker before meeting Craig - why did I wait so long? His knowledge of banking products and the in's and out's required is astounding. We had a complicated loan situation and Craig led us with confidence the whole way through. I can't recommend him more highly!
Michaela C
I am very happy with the service Craig provided. Craig worked within the quick time frame I needed, giving me details to make informed decisions. He was there to answer all my questions with clear advice and efficient communication. Most importantly I felt Craig had my best interests in mind and I would not hesitate to recommend his services.
Jennifer C
Huge shoutout to Craig for ALWAYS taking the time out of his busy schedule to speak with me about my financial situation. Thank you for your patience, diligence and hard work, Craig. Thank you for making this entire process one that doesn't seem as overwhelming and daunting.
Kathleen G
Since day one, Craig has shown a highly proactive and personalized approach to setting up our home loans and investment loans for our family. We are pleased with the standard of his service and work ethic. He makes us feel comfortable and provides us with the tools and confidence to achieve the best results based on our financial situation. I'd highly recommend Craig to my family and anyone without hesitation.
Maria K
My partner and I were hesitant to buy our first home...all of the processes, grants, house options and all of the rest in buying a home was so overwhelming. Craig and Shelle were a calming and reliable partner from beginning to end. Not to mention so diligent! I am so grateful we were recommended to work with Onelife Financial.
Sandra I
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Get in touch

Our Address

  • Suite 806, Level 8 251 Oxford St, Bondi Junction NSW 2022
  • 02 8358 4888
Office Hours
Mon – Fri 9am to 5:30pm

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DISCLAIMER

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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Jane Brown

Head Accountant

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