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Secure Your Future

Personalised Financial Advice and Wealth Management

What’s your vision of financial freedom? Together, we can create a sustainable path to financial success designed to protect you, your family and the planet. Let us take care of your finances, so you can focus on what’s important.

Via Financial Group is now part of the Gallagher Group of Companies. Our services remain unchanged, but as part of the Gallagher family we will be able to offer our community more resources, more talent, and more experience to help Australians create their sustainable path to financial success. 

Learn more about Gallagher.

Via Financial Group Personal Journey

Personal Journey

Whatever you want to get out of life, we're here to help. Get started with a simple roadmap to guide you on your journey, which may include:

  • Tax-effective, long-term investment and income strategies

  • Insurance to protect the things that matter most

  • Finance to fund opportunities as they arise

  • Superannuation and retirement planning

Via Financial Group Business Journey

Business Journey

Your business finances and personal finances will always be connected. So we make sure your business is protected too, including:

  • Securing your revenue and assets from unexpected events

  • Working out your business and income generation structures

  • Managing risks associated with employee turnover

  • Protecting your interests as an owner

  • Ensuring buy-sell agreements are in place

Via Financial Group Family Journey

Family Journey

Starting a family is wonderful, but it also adds to your financial responsibilities. Let us steer you through the important financial decisions, including:

  • Tax-effective income strategies

  • Planning ahead for school fees

  • Income protection and estate planning

  • Owning your own home sooner

Via Financial Group Partnership Journey

Partnership Journey

Via will look after your clients' needs, every step of the way. Whatever life throws at them, you can depend on us to provide a clear way forward, including:

  • Specialist risk advice

  • Tax strategies

  • Retirement planning

Corporate Social Responsibility

Via Financial Group are proud to continue to uphold our commitment to corporate social responsibility as part of the Gallagher Group of Companies.

For over 90 years, Gallagher has led with a commitment to sustainability and supporting the communities where we live and work. Our high standards of ethical behaviour are grounded in our corporate culture's cornerstone, The Gallagher Way, written by our former Chairman, Robert E. Gallagher in 1984.

What Our Clients Are Saying

  • "The service provided by the whole team at Via Financial Group has always been friendly and efficient. We have no hesitation in recommending Peter and his team to anyone who would like to discuss options for their financial future."

    CLARE & COLLIN

  • "We would like to thank the wonderful team at Via as they have had a significant and positive impact on our lives over the past 5 years, navigating us through some very complex financial and investment matters and setting us up with a comprehensive and comfortable financial strategy that meets our current and future expectations."

    JILL & WAYNE

  • "We would highly recommend Via without hesitation, to anyone thinking of having their financial affairs reviewed. "

    TRENT & JESSICA

  • "Hand on heart I highly recommend Via Financial Group to everyone (we all have a financial need and/or objective). Congratulations Dan and the entire Via team."

    DAVID