- Certified Financial Planner®
- Diploma of Financial Planning
- Financial Planning Association of Australia
- Cancer Council Pro Bono Adviser
We are an experienced firm that specialises in pre and post retirement planning.
Located in Blackburn Vic our objective is to :
Build trusted, long term professional relationships to help you make smart financial decisions, giving you peace of mind about your financial security
To provide assistance to families during the different stages of their lives.
Providing structured advice to accumulate wealth and provide protection for the family through insurance.
Assist with the journey towards retirement by providing tax effective strategies to accumulate wealth for retirement.
In retirement, access the most tax effective, secure, growing income streams whilst maximising your Centrelink entitlements.
Ensuring that your estate planning requirements are in place to pass on your estate to those you want.
Finally we provide assistance to families when it becomes necessary to place a loved one in an age care facility.
Meet our team
Mike is a Certified Financial Planner, has over 25 years of experience in the…