Financial Planning Specialists
Since moving our business from inner city Melbourne in 2015, we have been helping our clients in the Dandenong Ranges and beyond, reach their financial goals. We always take the time to listen to what you want to achieve, so that we can create a personalised roadmap specifically tailored to your needs and objectives. We partner with you every step of the way and pride ourselves on our close working relationships with our clients.
Get in touch to learn more about how you can achieve your own financial freedom.
In 2020, our clients completed an anonymous online survey hosted by CoreData and IOOF. This survey assessed how our clients rate their financial planner, how they feel about their financial wellbeing and the level of trust and loyalty our clients have in us. The strongest underlying theme was 'Financial Peace of Mind'. Our clients exhibit a high level of self assessed financial wellbeing, reflected in a preparedness for retirement and a low tendency to worry about money.
The following testimonials, collated by CoreData and IOOF, are answers to this question asked of our clients: 'Overall, what do you feel are the greatest benefits or value that you have gained from receiving financial advice from your financial planner?'