Reach Out and Take the First Step Towards Financial Confidence

We are here to listen, understand, and guide you through every step of your financial journey. Whether you're planning for retirement, navigating complex superannuation options, or simply seeking sound financial advice, our team is ready to assist you with expertise and a personal touch.

Your Financial Goals, Our Expert Guidance

At When Financial Solutions, we understand that every financial journey is unique. Our team of dedicated financial planners, led by Rick and Chris, are committed to providing you with tailored advice that aligns with your life goals. With years of experience and a deep understanding of the financial landscape, we are well-equipped to help you navigate the complexities of finance.

Easy to Find, Ready to Help

Conveniently located in the heart of the Hunter region, we serve clients in Newcastle, Lake Macquarie, Maitland, and Port Stephens. We offer flexible appointment options, including in-person meetings at our offices or at a location that suits you. We're also just a call or email away, ready to provide the advice you need, when you need it.