Serenity Financial Planning - Australia

Serenity Financial Planning - Australia Serenity Financial Planning is a boutique Toowoomba-based practice offering personalised advice in retirement, super, cashflow, and wealth creation.

We create a safe space where clients feel empowered to make confident financial decisions.

A little life & business update from Serenity. As I get ready to welcome our second baby very soon, I’ll be taking a sho...
06/03/2026

A little life & business update from Serenity.

As I get ready to welcome our second baby very soon, I’ll be taking a short maternity leave 🍼

What this means:
❤️ I’ll still be here supporting existing clients with pre‑tax planning before EFOY.
❤️ We’ll continue with our Growth Meetings for existing clients from June.
❤️ New client meetings will reopen from September.

If you’re curious about how Serenity Financial Planning could support you, you’re welcome to join our waitlist via the link in bio.

Thank you for your patience, trust, and support during this special season for our family and our business, I am so grateful!

We’re hanging up our calculators and picking up the pavlova!Serenity Financial Planning is taking a festive break from F...
18/12/2025

We’re hanging up our calculators and picking up the pavlova!

Serenity Financial Planning is taking a festive break from Friday 19th December and will reopen on 5 January.

Wishing you a season filled with rest, joy, and moments that matter.
See you in the new year, refreshed and ready to support your 2026 goals.

Out of office...I'm currently trading emails for elephant sightings and spreadsheets for safaris. While I’m off chasing ...
15/09/2025

Out of office...

I'm currently trading emails for elephant sightings and spreadsheets for safaris.

While I’m off chasing sunsets and safari dreams, the dream team is still on deck and ready to help you out.

🐘Slide into their inbox at [email protected] for any queries you may have.

🦓Join our waitlist now for initial appointments for December, we’d love to welcome you!

🦁 I’ll be back on Monday 13th October hopefully with a tan and a thousand stories!

Catch you soon!
Serenette 🌸

Thank you Belinda for your very kind words! 💜🩷💚Located outside of the Darling Downs? Not a problem! We look after client...
17/07/2025

Thank you Belinda for your very kind words! 💜🩷💚

Located outside of the Darling Downs? Not a problem! We look after clients all over Australia! From the Pilbara, Melbourne and Far North QLD! 💜 Spots are limited! One space left for an initial appointment in September or join our waitlist today!

🎂 Celebrating three years of Serenity Financial Planning! I must admit it's still a bit of a pinch me moment to be sitti...
01/07/2025

🎂 Celebrating three years of Serenity Financial Planning! I must admit it's still a bit of a pinch me moment to be sitting here in my own firm with my own team.

It's not necessarily a story I have shared loudly before but one of the reasons I started Serenity was because I was chasing "peace" when it came to how I worked and to shed the Corporate hustle culture. It sounds counter-intuitive to start a business to bring calm but that's exactly what it bought me. Peace that I could work with the clients I wanted to help, provide the type of advice in the style that encourages and empower clients to feel comfortable and confident with their finances.

I have to admit though, recently I have started saying to my team "we just need to find our tempo" "or once we get through this season we will find our rhythm" and that scares me. Why? Because it's echo's "just one more quarter" mantra I used to say in Corporate days and vowed I would never again say.

So as we enter into our next year of business we are changing ever so slightly how we onboard new clients, we are introducing monthly caps to ensure that when you come in for your initial meeting we have the capacity but more importantly there is space in the calendar to meet with you sooner rather than later. It also ensures I still have space available for those clients already in the Serenity world. My focus is to work hard towards a goal I have set since day one and that is to provide prompt and meaningful advice and I hope that as we celebrate year four of Serenity we are closer to it than where we are now.

Cheers to three!
Serenette 🌸

IT’S that time of year again… the end of financial year (EOFY) is creeping around fast and it’s important that you’re ge...
10/06/2025

IT’S that time of year again… the end of financial year (EOFY) is creeping around fast and it’s important that you’re getting yourself prepared to make sure you’re in the best financial position possible come tax time.

🖇 Check your superannuation concessional caps.

🖇 Collate details of income you’ve generated this year - don't forget investments, dividends and bonuses. 

🖇 Turning 30? Look into private health and understand what it means if you don't have it in place. 

🖇 If you have a managed investment account or direct shares, your annual tax statement won’t typically be available until August or September of this financial year. 

If in doubt, reach out to your accountant or financial planner. You can read more about out top tips on our blog and download our FREE EOFY CHECKLIST.

Honestly I get it! I hear it on a daily basis with clients when we talk about the b word... Budgeting - it can feel yuck...
14/05/2025

Honestly I get it! I hear it on a daily basis with clients when we talk about the b word... Budgeting - it can feel yucky, constricting and sometimes just overwhelming!

But here's the thing, budgeting is really important:
💰You can see if there is an expense that is creeping (for example, yearly premium
increases)
💰 You can see if there is space for saving or extra repayments, or if actually you are
leaking
💰 Reviewing often allows you to check on the leaks and to see what can be refined
💰 It allows for control of where you are spending money.
💰It helps you monitor your expenses and how much money is left to spend or save

Check out our latest blog with our free budget with dashboard downloadable on our website today.

Serenette 🌸

🤔 So what is a budget? It is a tool that allows you to understand and see what you’re earning, spending or saving.Don’t ...
29/04/2025

🤔 So what is a budget? It is a tool that allows you to understand and see what you’re earning, spending or saving.

Don’t get scared away - at Serenity Financial Planning, we love keeping your budget simple, practical and easy to use - why make things harder than they need to be?

Check out our latest blog with free budget with dashboard downloadable on our website today.

Serenette 🌸

So very grateful for the client love. Thank you Vynita for your kind words! 🩷
23/04/2025

So very grateful for the client love. Thank you Vynita for your kind words! 🩷

March holds a special place in my heart. It's the month when, after much encouragement from my husband and family (trigg...
28/03/2025

March holds a special place in my heart. It's the month when, after much encouragement from my husband and family (triggered from a very tough season of corporate life) I finally started to seriously plan the launch of my own firm.

At the time, I was filled with nerves and uncertainty, so I lined up contract work as a Paraplanner just in case running a business didnt work out for me. Now, it’s a running joke with my friends and family about how I didn’t listen to their predictions of how busy I’d be (I genuinely thought I’d have so much free time, haha).

Each year in March, I write a letter to my future self. It captures my current fears and hopes, the things I’m working on and the big goals I’m striving for over the next twelve months.

I share this practice because it’s become an invaluable way to take a snapshot of where I am right now. It serves as a reminder of how far I’ve come and a nod to where it all began.

Perhaps it might encourage you to reflect on your own journey and goals (both personal and financial) It’s a simple but powerful tool for growth—no matter where you are on your path.

Serenette 🌸

Address

Suite 12/86-88 Water Street
South Toowoomba, QLD
4350

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61745886610

Website

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