Partners in Planning
‘Not all financial planners are built the same’
OUR SERVICES
Retirement & Super
Before you start planning your retirement, there are some key factors to consider.
Financial Planning
The starting point to great financial advice is catering to your specific needs and goals.
Insurance
Having the right insurance provides great peace of mind for every stage of your life.
Investing
For you and many other Australians, a secure financial future is a top priority. Why?
FINANCIAL PLANNING
Why Choose Us?
We firmly believe in our motto ‘Not all financial planners are built the same’.
We follow fundamental investing principles and focus on the protection of your lifestyle. We are small enough to care BUT big enough to be around for the long haul.
Our Clients
Who We Help
Advice for Families
Financial planning for families can help you create a comprehensive strategy for managing your money as you move through different life stages.
Advice for Pre-Retirement
Planning your retirement may be a relatively low priority, but before you put it off any longer, there are some key factors that you should consider.
Advice for Retirement
Great financial planning can help you set goals and get your finances in order so you'll have the freedom to retire how and when you choose.
Advice for Business Owners
Let us show you how business insurance can help protect your business against events which may adversely affect its liquidity, profitability and ongoing viability.
Australians in LA/Silicon Valley
Whether you are in Venice Beach in the US or Bondi Beach in Australia, we are right here to ensure your financial planning needs are looked after over the long term.
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.
Hear from our Clients
OUR ADVANTAGE
Why are we different?
We are not owned or controlled by a bank, superannuation fund, union or insurance company.
This allows the perfect foundation for our advisers, who use their professional judgement when making recommendations to clients.
OFFICE LOCATIONS
OUR OFFICES
Melbourne South
Office Address:
241 Koornang Rd, Carnegie
VIC 3163
Services Officed
- Financial Planning
- Insurance
- SMSFs
- Private Wealth
Melbourne Bayside
Office Address:
1C / 9 Ambrose Ave, Cheltenham VIC 3192
Services Officed
- Financial Planning
- Insurance
- SMSFs
- Private Wealth
Melbourne Inner North
Office Address:
281 Lygon St, East Brunswick
VIC 3057
Services Officed
- Financial Planning
- Insurance
- SMSFs
- Private Wealth
Mornington Peninsula
Office Address:
326 Main St, Mornington
VIC 3931
Services Officed
- Financial Planning
- Insurance
- SMSFs
- Private Wealth
Geelong
North
Office Address:
5/35 Mackey St, Geelong North
VIC 3215
Services Officed
- Financial Planning
- Insurance
- SMSFs
- Private Wealth
Santa Monica, USA
Office Address:
1450 2nd St,
Santa Monica,
CA 90401
Services Officed
- Private wealth only
- PW Financial planning
WHAT’S NEWS?
LATEST FROM THE BLOG
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 worried about how it may affect them financially. The risks appear to outweigh […]
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 insurance; 1. Chasing the best price, and […]
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 Manager was seen as the oracle of all things financial. Our parents would […]
We offer a wide product range
Product Partners
Start Planning Your Future
Get in touch now and find out how we can help to plan for your future.
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