Is your financial adviser looking after your best interests?
“Banks now own or control up to 80% of the country’s financial planners”
FOUR CORNERS, ‘BANKING BAD’
ABC 1, 5 MAY 2014.
Financial Advice Melbourne
We are proud to be the home of Melbourne based Self-Licensed Financial Planning and Advice
We are proud to be the home of Melbourne based Self-Licensed Financial Planning and Advice
We are Self-Licensed
Placing clients’ interests before our own. We are not under pressure to push you towards certain products as we are not owned by a bank or other financial institution
We charge on a fee for service basis
No hidden commissions.
We do not receive commissions or any other benefits from product manufacturers or institutions.
We sit in top tier of qualifications
You have worked hard to set yourself up for retirement.
You don’t want to hand over you nest egg to someone who has only done a 4 week course.
We support industry super funds
We are not limited by the traditional ‘retail’ sector of superannuation companies. We welcome industry funds where it meets our client’s needs.
Don’t take our word for it
"Thanks again , not only did I save money on my insurance and superannuation I now am for the first time organised"
B.CACHIA
Financial Planning Starts At
Retirement and Super
For many people, retirement is a long way off, so why worry about it now?
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?
Aged Care
Whether considering options for yourself or deciding how best to help someone close to you, aged care is a complex area and requires careful thought