Middleton Financial Planning

10/07/2025

We’re Hiring! | Client Services – Financial Planning
Kiama & Nowra | Full-time | Office-based

We’re on the lookout for an experienced and organised Client Services professional to join our well-established financial planning team based in the Illawarra.

This is a key support role, working closely with our advisers to deliver a seamless experience for our clients. You’ll need to be:

✅ Confident with admin and systems
✅ A clear and professional communicator
✅ Detail-oriented and proactive
✅ Able to manage competing priorities calmly and reliably

Experience in financial services or superannuation is highly regarded, but not essential if you bring the right attitude and willingness to learn.

This is a full-time, in-office role with a friendly and supportive team, offering plenty of growth opportunities.

View the full role and apply via SEEK: https://www.seek.com.au/job/85528844
Feel free to share or tag someone who might be a great fit!

"Drive exceptional client experiences & support financial advisers in a dynamic, team-focused role across Kiama & Nowra. Growth & flexibility await!"

01/01/2025

🎉 Happy New Year from Middleton Financial Planning!

As we welcome 2025, we’re here to help you achieve your financial goals with confidence and clarity. Thank you for trusting us to be part of your journey—here’s to a successful year ahead!

🌟 Let’s make 2025 your best year yet!

28/12/2024

Festive Financial Wellbeing Tips

The holiday season is the perfect time to reflect on your financial goals. Explore our practical tips to manage your finances while enjoying the festivities.

Read the Full Post Here: https://www.middletonfp.com.au/post/achieve-financial-wellbeing-this-festive-season-practical-tips-for-summer-2024

27/12/2024

December Investment Insights with Quilla
Explore key market themes like rising government debt and small-cap equity opportunities. Our collaboration with Quilla brings you smarter investment strategies for 2025.

Read the report: https://bit.ly/408e282

24/12/2024

Merry Christmas from Middleton Financial Planning!

Wishing you a joyous holiday season filled with love, laughter, and good company. Thank you for trusting us with your financial journey in 2024—we look forward to supporting you in 2025!

Stay safe, enjoy the festivities, and remember, we’re here to help if you need us.

From Scott and the Middleton FP Team

20/12/2024

November Market Update 2024

Catch up on the latest market movements, from equities to bonds and commodities. Understand what’s shaping the financial landscape as we head into 2025!

Read the Full Update Here: https://www.middletonfp.com.au/post/november-market-update-2024-insights-and-performance

November was a dynamic month for global and local markets, with key movements across equities, bonds, currencies, and commodities. The November Market Update 2024 from the Matrix team explores these shifts in detail, providing valuable insights into what drove performance during the month.This repor...

20/12/2024

📢 Holiday Office Closure

As we wrap up the year, we’d like to thank you for your support in 2024! Our office will be closed from 5 p.m. today, Friday, December 20th, and will reopen at 9 a.m. on Monday, January 6th, 2025.

If you have an urgent matter, please email us at [email protected] or call 02 4232 4402 to leave a message, and we’ll respond as soon as possible.

From all of us at Middleton Financial Planning, we wish you a safe and happy festive season! 🎄✨

13/12/2024

Need Help with Wealth Creation?

Building your financial future doesn’t have to feel overwhelming. With the right guidance, you can achieve your goals and secure financial independence.

Whether you're starting your investment journey or trying to refine your strategy, our team is here to help. Let’s create a tailored plan that works for you.

📞 Contact us today or visit our website to learn more!

www.middletonfp.com.au

11/12/2024

🎁 Financial Wellbeing is a Gift Worth Giving Yourself 🎄

This festive season, focus on what truly matters—your peace of mind and financial health. Planning ahead, setting a budget, and making thoughtful choices will allow you to enjoy the holidays without a financial hangover.

💡 Need some guidance? Check out our latest insight for tips on managing holiday expenses, supporting loved ones, and building wealth smartly.

Let’s make this holiday season joyful and stress-free!

https://bit.ly/3OKWkRF

10/12/2024

🎄 Struggling to stay financially stress-free this holiday season? Discover practical tips to manage holiday spending, support loved ones, and start the new year on a firm financial footing.

👉 Read more:

In this Issue • Financial well-being is a gift worth giving yourself. • Helping the kids without derailing your retirement plans • Unlocking success: Lessons from the world's best investorsWhy Financial Wellbeing is the Perfect GiftThe festive season is a time for joy and celebration, but it c...

29/11/2024

Retirement is a new chapter; with the right plan, it can be whatever you want. Whether meditating with your furry friend or pursuing lifelong passions, Middleton Financial Planning can help you design a retirement strategy that suits your lifestyle. Let’s plan your future today.

https://bit.ly/4hwJmnQ

24/11/2024

October's Market Update is here. Discover the latest trends in equities, bonds, and commodities. Stay informed with our in-depth analysis.

https://www.middletonfp.com.au/post/october-2024-market-update-key-insights-and-trends

MarketUpdate

In the October 2024 Market Update, we saw notable shifts in both equity and bond markets. This month’s update explores the significant movements and the economic backdrop that shaped them. For a deeper context, check out our previous September 2024 Market Update and Insights into Q1 2024 Economic ...