Our Financial Planning Services

We know that every client has a very different set of needs so we have developed specialised financial planning services for those who, for the first time, find themselves actually having to consider their own financial futures.

Throughout the financial planning process we endeavor to make the experience as engaging, simple and straightforward as possible.

The prospect of making complex financial decisions can be daunting. Our pragmatic approach ensures that complex financial planning needs can be put into straightforward and uncomplicated terms without making you feel intimidated by a lack of knowledge or awareness.

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    Our Investment Philosophy

    Our Investment Philosophy is a deeply considered one that shows we pride ourselves on our investment strategies for clients.

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    What is Financial Planning?

    We are often asked “What is Financial Planning?” by people who are considering using a financial planner for the first time. We have prepared the following summary to answer that exact question.

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    Our Financial Advice Offering

    Our experienced financial planners work with our clients through these significant life events, to ensure appropriate decisions are made in accordance with short and long term financial goals.

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    Self Managed Superannuation Funds (SMSF)

    We are accredited with SPAA, the peak professional body for Accountants, Financial Planners & Lawyers who offer specialised services & advice in this complex area of Investing.

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    Transition to Retirement

    While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working. Many people are also concerned about whether or not they have saved enough super.

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    Directly Held Investment Portfolio

    We have developed a Directly Held Investment Portfolio service that is both accountable and auditable and is professionally managed on an ongoing basis.

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    Investor Retirement Visa (Subclass 405 & Subclass 410) Investors

    Are you fortunate enough to have applied for and been granted an Investor Retirement Visa or have rolled over your current visa for a Subclass 410 Investor Retirement Visa?

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    Investment Advice

    Investing funds can be complicated and challenging. Keeping up with markets and understanding what is happening can ensure your portfolio is adjusted to take into account both the threats and opportunities.

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Our Financial Planners are highly qualified. Not just in academic terms but also experience with various types of clients and financial planning strategies. We have developed the fine art of actually listening to a client’s needs and concerns. Through an ongoing engagement process, our clients in turn, develop a level of understanding and are empowered to make informed judgments and decisions with clarity about their financial needs and futures.

Want to read more about Melbourne’s leading financial planning  service offering? Click here to download our Financial Services Guide.

We are required by law to provide you with an FSG. This document will help educate and protect you and promote honesty and fairness in the Financial sector.