Why we are different

Individual · Strategic · Innovative

Individual Service

"The shoe that fits one person pinches another;
there is no recipe for living that suits all cases."
- Carl Jung

At Corias Financial Planning we understand that the personal solutions you need are as individual as you.

Our financial process starts with you – your individual needs, concerns, dreams and situation.

Strategic Advice

"When you're prepared, you're more confident.
When you have a strategy, you're more comfortable."
- Fred Couples

We focus on delivering solutions that cater to your personal situation and objectives and assure that whatever we recommend is within your comfort level and is easy to understand.

Additionally, our implementation team ensures that the impact on your day to day life is minimal. Most of our clients are very busy people and don't have the time to be chasing up forms, banks and stockbrokers. We do all this for you and it's included in the cost of providing the advice.

Innovative Concepts

"The problem is never how to get new, innovative thoughts
into your mind, but how to get old ones out."
- Dee Hock

At Corias Financial Planning we understand that the economic climate we live in is ever-changing. For this reason, we maintain vigilance and an adaptive attitude towards the financial strategies and techniques we implement.

Our advisors and support staff are always on the front foot with global economic climates, Legislation changes and strategies that could change our client’s personal situation.

Corias Financial Planning is one of Sydney’s leading boutique financial planning groups.
We understand that challenges and opportunities present themselves at all stages of life. Through an innovative and strategic approach, we ensure your plan is as individual as you are.
At Corias Financial Planning, we are big enough to deliver the solutions you need, yet small enough to provide the attention you deserve."
CFP Team

Terry Panigiris, Angela Menendez and Corias Financial Planning Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd. Any of our content that may be considered to be advice has been prepared without taking account of your objectives, financial situation or needs. Before you act on the advice, you should consider whether it is appropriate to you, having regard to your objectives, financial situation and needs. Where this advice relates to the acquisition of a financial product, you should obtain and consider the Product Disclosure Statement for the product before you make a decision about whether to acquire the product. Our Web content is not financial product advice. In particular, it is not intended to be a recommendation or statement of opinion or to influence you in relation to making any decision about a financial product.