Investment strategies that get tangible results
Our specialists provide tailored advice ensuring your investment is secure and your return is maximised
Tailored lending advice that’s tax-effective, goal-aligned, and built for long-term success
Our specialists provide tailored advice ensuring your investment is secure and your return is maximised
Investment strategies that get tangible results
Our specialists provide tailored advice ensuring your investment is secure and your return is maximised
Tailored lending advice that’s tax-effective, goal-aligned, and built for long-term success
Our specialists provide tailored advice ensuring your investment is secure and your return is maximised
Partnering With You for Lifelong Financial Confidence
At Squared Financial Solutions, our number one priority is you — our client. We specialise in providing comprehensive financial advice and developing tailor-made strategies to help you achieve both your financial and lifestyle goals. Whether you’re planning for retirement, growing your wealth, protecting your family, or managing your cash flow, we’re here to support you every step of the way.
We are a privately owned financial planning firm focused entirely on delivering high-quality service and advice. Our structure allows us to maintain a strong client-first approach, ensuring that every recommendation we make is aligned with your individual needs and long-term objectives.
Services
Solutions That Grow with You
Cash Flow Advice
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Debt Management
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Transitioning to Retirement
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Retirement Income Strategy
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Superannuation
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Self Managed Superannuation Fund
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Centrelink
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Managed Funds /
Direct Investments
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Gearing
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Estate Planning
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Risk Management
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
All Services
A Self Managed Superannuation Fund (SMSF) gives you the opportunity to take greater control over how your retirement savings are invested and managed.
Why Choose Us
Financial Guidance That’s Personal, Not Prescriptive
Choosing the right financial partner is a critical decision. At Squared, we provide access to a full range of financial services under one roof — all tailored to your individual needs and circumstances. Unlike many firms that rely on generic templates or offer advice that lacks depth, our recommendations are 100% customised and built with care, insight, and long-term thinking.
We don’t just offer advice — we build lasting relationships. Our team takes the time to get to know you, your family, your values, and your vision for the future. We believe in the power of good advice delivered consistently over time — and our commitment to exceptional service means we’re here when you need us, with clear guidance and ongoing support.
How We Help
Your Squared Financial Solutions Adviser will work closely with you to:
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Understand your current financial and personal situation -
Identify the types and levels of cover that suit your needs -
Explore appropriate funding options, including cover held inside or outside of superannuation -
Tailor an insurance strategy that fits seamlessly within your broader financial plan
Testimonials
What Our Clients Say
Collections rose 25%, denials dropped, and month-end became stress-free. Their expertise transformed our financial workflow and gave me real confidence in our numbers
Sarah Mitchell
CFO, Horizon Medical Group
Partnering with them was a game-changer. We gained clarity, control, and consistency in our reporting. I no longer spend weekends buried in spreadsheets
James Carter
Finance Director, Apex Logistics
The team at Squared helped me make sense of my financial future. They listened, understood what mattered most to me, and delivered a strategy I feel truly confident in.”
Amira Haddad
CFO, Horizon Medical Group
Their team streamlined our accounts and reduced our reporting time by 40%. Now I focus on strategy instead of fixing numbers.
Rania El-Sayed
CFO, Global Retail Co
We saw immediate improvements—fewer billing errors, faster collections, and better cash flow. I wish we made the switch sooner
Victor Nguyen
Finance Manager, Nova Healthcare
Collections rose 25%, denials dropped, and month-end became stress-free. Their expertise transformed our financial workflow and gave me real confidence in our numbers
Sarah Mitchell
CFO, Horizon Medical Group
Partnering with them was a game-changer. We gained clarity, control, and consistency in our reporting. I no longer spend weekends buried in spreadsheets
James Carter
Finance Director, Apex Logistics
The team at Squared helped me make sense of my financial future. They listened, understood what mattered most to me, and delivered a strategy I feel truly confident in.”
Amira Haddad
CFO, Horizon Medical Group
Their team streamlined our accounts and reduced our reporting time by 40%. Now I focus on strategy instead of fixing numbers.
Rania El-Sayed
CFO, Global Retail Co
We saw immediate improvements—fewer billing errors, faster collections, and better cash flow. I wish we made the switch sooner
Victor Nguyen
Finance Manager, Nova Healthcare
Get In Touch
Have a question or comment?
Submit your details and we’ll be in touch.
Phone
Email
contactus@squaredfinancial.com.au
Address:
14/20 Commercial Rd Melbourne VIC 300
