Principled Financial Planning

Principled Financial Planning is a boutique Canberra advice practice founded in 2022 by Ingrid Stoker and based on National Circuit in Barton. Ingrid has worked in financial services since the 1990s and believes advice should begin with a client's vision of a Life Well Lived. For one person that may mean travel or time with family; for another it could mean supporting children, volunteering or planning a meaningful legacy. The practice emphasises mutual trust and a transparent fee-for-service model.

Its work encompasses strategy, investments, superannuation, defined-benefit retirement schemes, risk protection and important life transitions. Ingrid also assists clients with aged-care, estate and family separation questions, where personal circumstances may make financial choices more complicated. Clients can request a comprehensive plan for a specific purpose or take part in an ongoing annual advice roadmap. The relationship is structured to help people understand and revisit decisions as their lives change.