Hillross

Primeplan Wealth
Est 1995
Level 2, 1911 Malvern Road, Malvern East, Vic, 3145
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Dip FP
  • Certified Financial Planner

Areas of
Expertise

Aged care
Investments
Retirement
Superannuation
Wealth Creation

Primeplan Wealth provides a comprehensive and personalised financial planning service. Specialising in strategic financial advice to clients throughout their various stages of life. These range from Early Wealth Creation and Tax-effective ‘gearing’ strategies, Superannuation, Retirement Income strategies, Aged Care and Estate Planning.

Primeplan Wealth provides simplified and professional solutions to help build and protect your family’s wealth.


Meet our team

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James Dudley
Principal

I have been involved in the financial planning industry since 1988 and hold the…