Financial Flanner

 

“Banks now own or control up to 80% of the country’s financial planners”

FOUR CORNERS, ‘BANKING BAD’
ABC 1, 5 MAY 2014

 

 

 

  • People we help
Families

Families

Don’t over-extend yourself Research shows we tend to: Be over-confident of our debt repayment ability Underestimate likelihood of things going wrong Causes of mortgage
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Pre-Retirement

Pre-Retirement

A few interesting facts about retirement Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have
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Retirement

Retirement

I Am Retired : But Am Worried About My Funds With overseas economies in recession and our own economy also showing signs of slowing down, Australian retirees are nervous and with
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Business Owners

Business Owners

Keeping your business on an even keel Profit margins, business loans, demanding customers and more! Smooth sailing in a business is hard enough without adding the complications of
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Australians in Los Angeles or Silicon Valley

Australians in Los Angeles or Silicon Valley

WE’RE THERE FOR YOU WHETHER YOU’RE AT VENICE BEACH OR BONDI BEACH We are right there to ensure your financial planning needs are looked after over the long term We look after t
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High Profile Individuals

High Profile Individuals

You may be a CEO, fashionista or actor - you are always in the spotlight. We know when it comes to financial planning your privacy is an important factor. We pride ourselves on ou
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Client Testimonials

They are always helpful, they go above & beyond, even calling me back on the weekend

Tim Cameron

Thanks again , not only did i save money on my insurance and superannuation I now am for the first time organized.

Financial Advisor| Financial Advice Melbourne

B.Cachia

Paul is driven by quality results, he ensures clients receive a high level of service, every step of the way.

Marcin Malec

Paul is a professional adviser and is very kind and great person to deal with.

Alice Briffa

Paul was instrumental in assisting me with putting a financial plan in place that has helped me achieve my goals.

Tarek Moughanie

Paul is an expert in his field. He was very personable, understood our family situation, commitments and helped us come up with a sound financial plan.

Nicole Edgar

Paul has always been there to walk us through the process and I have never felt uncomfortable asking questions or expressing an opinion.

Independent financial planning

David Feher

Financial Planning starts at:

Retirement and Super
For many people, retirement is a long way off, so why worry about it now?
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Insurance
Having the right insurance provides great peace of mind for every stage of your life.
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Investing
For You And Many Other Australians, A Secure Financial Future Is A Top Priority. Why?
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We offer a wide Product Range

Latest from the blog

Parental Guarantee Strategy

Parental Guarantee Strategy

A step-by-step guide for Parents who are acting as Guarantors With today’s property prices, first home ownership is becoming harder and harder to achieve. Too often, we’re finding that parents want to help their children achieve their home ownership dreams, but are worrie...
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The Four Most Common Mistakes when Buying Life Insurance

The Four Most Common Mistakes when Buying Life Insurance

Buying Life Insurance is no easy task. It raises a lot of uncertain questions that leave us wondering what we need to do to make it easier for our loved ones should anything unexpected occur. Here are the four most common mistakes that people make when buying life insuran...
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Finding the Perfect Financial Planner

Finding the Perfect Financial Planner

With a Royal Commission into the finance industry just around the corner, it’s important now, more than ever, to obtain accurate financial advice. We’ve created a list of go-to questions to ask before partnering with a financial planner. Traditionally, the local Bank Mana...
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Our Offices

Visit us in one of our great locations

South Eastern

South Eastern

 Mornington

Mornington

 Inner City Northern

Inner City Northern

 Geelong

Geelong

 Los Angeles

Los Angeles
South Eastern

South Eastern

South Eastern – Cheltenham Office::

Services Offered:

  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth

Office Address:
23/347 Bay Rd
Cheltenham VICTORIA 3192

Mornington

Mornington

Office Address:
Level 1 / 326 Main Street
MORNINGTON 3931

Inner City Northern

Inner City Northern

Inner City Northern – East Brunswick:

Services offered:

  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth

Financial Advice Melbourne
Office Address:
281 Lygon Street
East Brunswick VIC 3057

Geelong

Geelong

Geelong Office:
Federal Woollen Mills,
SHED WEST 5,
13-35 Mackey St,
NORTH GEELONG VIC 3215
Los Angeles

Los Angeles

Los Angeles – Santa Monica:

Services offered:

  • Private wealth only
  • PW Financial planning

Office Address:
312 Arizona Ave,
Santa Monica, CA, 90401
USA

Contact us or book an appointment

Call us on: 1300 880 100 or email: [email protected]