A Financial Advisor is someone who helps people with their finances by providing advice on investments, taxes, retirement planning etc. They help manage risk and minimize tax exposure while maximizing returns for clients.
The best way to find an advisor is by doing your own research online or reading reviews from other customers that have dealt with them in the past so you can make sure you're getting quality service.
Finding the right financial planner is tricky. There are many different things to consider, and there's a lot of information out there on how to find the best one for you!
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At Freedom Financial Planning, clients are partnered to create bespoke financial strategies that cater to their unique circumstances and future goals. This Melbourne-based firm prides itself on its commitment to advice excellence and its focus on nurturing lasting client relationships. Through a comprehensive suite of services, including investment management and strategic tax planning, Freedom Financial Planning empowers clients to take control of their financial destiny, ensuring peace of mind and security for the future.
Services Offered:
Phone: 03 9542 3200
Email: askus@freedomfp.com.au
Address: Suite 29, 270 Ferntree Gully Road, Notting Hill VIC 3168
Website: https://freedomfinancialplanning.com.au/
Klear Picture, a Melbourne-based financial advisory firm, excels in offering comprehensive financial solutions. They specialise in creating personalised financial strategies that cater to the unique needs of each client, ensuring effective management and growth of their wealth.
Services Offered:
Address: 312/434 St. Kilda Road, VIC 3004
Phone: (03) 9998 1940
Email: team@klearpicture.com.au
Website: klearpicture.com.au
Diversified Financial Planners Pty Ltd is a financial service firm dedicated to assisting clients in planning for their future, with a focus on achieving retirement savings goals. Their expertise lies in building, growing, and safeguarding wealth, particularly through maximizing superannuation benefits. Renowned for their proficiency in various core financial services, Diversified Financial Planners is committed to offering customized solutions that cater to each client’s unique requirements.
The services provided by Diversified Financial Planners include:
Phone: 03 9770 6499
Email: mail@diversifiedfp.com.au
Website: https://diversifiedfp.com.au/
AJ Financial Planning, a family-owned boutique firm in Australia, stands out for its sophisticated and personalized approach to financial planning. Their commitment to innovation and fresh perspectives redefines traditional financial management, paving the way for clients’ financial success. With a focus on delivering high-quality, thoughtful advice, AJ Financial Planning offers tailored solutions for navigating the financial landscape effectively.
Services Offered:
Phone: (03) 9077 0277
Email: info@ajfp.com.au
Website: https://www.ajfp.com.au/
Operating under the umbrella of Wilson Pateras, Endorphin Wealth offers a unique and personalized approach to financial advice. As a privately-owned firm, they are dedicated to crafting financial strategies that are custom-tailored to address the distinct needs, aspirations, and goals of their clients. At the core of their philosophy is a client-first approach, coupled with a team of highly skilled and award-winning financial advisors, resulting in a distinctive financial planning service.
Endorphin Wealth stands out for its unwavering commitment to understanding the lifestyle that clients wish to lead, both in the present and the future, along with their risk tolerance. This deep understanding serves as the cornerstone for tailoring investment decisions and portfolios to suit the specific circumstances of each client. The financial planners at Endorphin Wealth invest time in gaining profound insights into their clients, enabling them to create financial plans and investment strategies that align precisely with their lifestyles and objectives.
Endorphin Wealth provides a comprehensive range of services, including:
Phone: 03 8419 9800
Email: advice@endorphinwealth.com.au
Website: https://endorphinwealth.com.au/
PMD Financial Advisers is renowned for its commitment to enhancing the financial security and confidence of its clients. The firm is particularly adept at collaborating with a varied clientele, including families, individuals of significant wealth, corporate leaders, and business proprietors. They pride themselves on their client-focused approach, which involves establishing enduring relationships and providing bespoke financial advice tailored to each client’s distinctive needs and objectives.
Services provided by PMD Financial Advisers:
Phone: (03) 9824 0001
Email: admin@pmdadvice.com.au
Website: https://www.pmdadvice.com.au
Verse Wealth is a financial advisory firm offering a wide range of services tailored to the individual needs of their clients. Their approach focuses on significant financial decisions, such as investing, managing superannuation, paying off debt, real estate purchases, business ventures, and asset sales. The firm emphasizes the importance of striking a balance between achieving goals, reducing stress, and growing wealth to secure future freedom. Verse Wealth is also skilled in cash flow management, aiding clients in gaining control over their finances by instilling structure, accountability, and clarity in their spending and saving habits.
Services provided by Verse Wealth include:
Phone: 1300 822 165
Email: admin@versewealth.com.au
Website: https://www.versewealth.com.au/
Established in 2001, Casey Wealth Advisers is a Berwick and Pakenham-based financial planning firm in Australia. Their specialization lies in offering a wide spectrum of wealth advice and financial planning services, geared towards assisting individuals in nurturing, managing, and safeguarding their wealth. At the core of their approach is a profound dedication to a client-centric experience. Casey Wealth Advisers goes the extra mile to foster robust, personalized relationships with clients, ensuring they are never treated as mere statistics. Their mission is to actively listen to clients’ needs, comprehend their aspirations, and expertly navigate them through a customized financial planning journey. The firm’s ethos centers around delivering peace of mind and confidence to clients, underpinned by a team of experienced and professional advisors.
Services Offered:
Phone: (03) 9769 9899
Email: admin@caseywealth.com.au
Website: https://caseywealth.com.au/
Empower Wealth, based in Melbourne, specializes in a broad array of financial planning services, focusing on overall wealth building for their clients. Their financial planners engage closely with clients, providing expert advice on various financial management aspects. They offer guidance on mainstream superannuation and Self Managed Super Funds (SMSFs), as well as personal insurances and a range of investment options including shares, bonds, cash savings, managed funds, and indirect property. Empower Wealth is particularly known for its approach to retirement planning through SMSFs, valued for the flexibility they offer, such as property investment within the fund. The firm emphasizes educating clients about the balance between the costs and benefits of setting up an SMSF, highlighting factors like flexibility, control, and the financial and time commitments involved.
Their key services include:
Phone: 1300 123 842
Email: enquiries@empowerwealth.com.au
Website: https://empowerwealth.com.au/
Partners in Planning is a financial planning firm that excels in crafting strategies to assist clients in managing their financial matters and achieving their life objectives. They strongly advocate for the involvement of professional financial planners to instill confidence and provide peace of mind regarding one’s financial future. Recognizing that financial goals evolve as life progresses, Partners In Planning tailors financial plans to align with each client’s specific life stage. Their approach is meticulously designed to offer comprehensive support across various facets of personal finance, ensuring that clients’ financial requirements are effectively addressed during different phases of their lives.
The services extended by Partners In Planning encompass:
Phone: +61 1300 880 100
Email: info@partnersinplanning.com.au
Website: https://www.apartnerinplanning.com.au/
DMFS Financial Advisers excel in the realm of financial and retirement planning, with a pronounced emphasis on re-contribution strategies for superannuation benefits.
Their innovative approach involves the withdrawal and subsequent re-contribution of superannuation funds, distinguishing the tax-free and taxable components. This method is instrumental in decreasing the potential tax burden when superannuation assets are transferred to beneficiaries posthumously.
It’s particularly advantageous for individuals aged between 56 (preservation age) and 60, and serves as a strategic tool in estate planning, especially beneficial for bequeathing superannuation to non-dependant heirs like adult offspring. The core objective of this strategy is to transform taxable parts of superannuation into tax-exempt segments, significantly reducing the tax responsibilities for beneficiaries.
DMFS Financial Advisers’ prominent services include:
Phone: 1300 364 650
Website: www.dmfsfinancial.com.au
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