Financial Planner Brunswick

Phone: 0423 192 887 | 829A Sydney Rd, Brunswick, VIC

We are not owned or licenced by any Bank or Financial Institution. We specialise in Superannuation, Retirement Planning (Pre and Post), Transition to Retirement, Investments, Centrelink and Insurance advice.

Wattle Financial Planning believe all Australians should have access to quality Financial Advice.

We are not owned or licenced by any Bank or Financial Institution, meaning we are not limited to their products and can tailor your advice to best meet your needs and circumstances.

We specialise in Superannuation, Retirement Planning (Pre and Post), Transition to Retirement, Investments, Centrelink and Insurance advice.

Phone: (03) 9029 8297 | 492 Rathdowne St, Carlton North, VIC

We help you build, manage and retain your wealth

Phone: (03) 9230 1500 | Suite 8, 397 Smith St Fitzroy, Fitzroy, VIC

Financial planner Melbourne - Aperio offers financial advice & small business accounting services in Australia. For expert financial planner, call on 03 9230 1500.

At Aperio, we offer small business and family financial services that give you more time to focus on your business, your family or whatever else you'd rather be doing - all while upping your chances of financial success. Drawing on over two decades of experience, we listen carefully to our clients to provide good financial and accounting advice, every time .

Phone: 1300 661 773 | 352 Macaulay Rd, Kensington, VIC

At Prosegur we realise every company is different. This is why we undertake a detailed study in order to develop the cash management solution to suit your business needs.

Phone: (03) 9416 0655 | 12 Robert Street, Collingwood, VIC

Advant Plus - a powerful client newsletter solution for Australian financial advisers. Easy to use - Create and share fully-branded client newsletters and communications – all optimised to be viewed on PCs, tablets and mobiles – in minutes.

Engaging content - With Advant Plus, you have full access to our library of professionally written content, which is updated monthly.
Cost (and time) effective - From just $175 a month (and no setup fees), Advant Plus is the easy, affordable way of keeping in touch with your clients on your terms.

Phone: 1300 738 707 | 3/166 Wellington Street, Collingwood, VIC

Advant is one of Australia's leading marketing and client communication providers for the financial planning industry. They have been in operation since 1997 and are backed by a team of long standing industry professionals.

Phone: 0415 611 447 | 23 Gipps Street, Collingwood, VIC

Melbourne Financial Partners is a Financial Planning Expert located in Collingwood and Richmond, Victoria. The services we offer include, superannuation, allocated pension, retirement planning, financial planning, TTR, First home, lending, children's education, managed funds, personal insurance, cash flow management, business insurance, insurance claim management, estate planning, investment advice, and other financial services. Although we are located in Collingwood, we service clients from Melbourne, Southbank, Carlton, Princes Hill, Fitzroy, Abbotsford, Clifton Hill, Fitzroy North, Burnley,

Melbourne Financial Partners is a Financial Planning Expert located in Collingwood and Richmond, Victoria. The services we offer include, superannuation, allocated pension, retirement planning, financial planning, TTR, First home, lending, children's education, managed funds, personal insurance, cash flow management, business insurance, insurance claim management, estate planning, investment advice, and other financial services. Although we are located in Collingwood, we service clients from Melbourne, Southbank, Carlton, Princes Hill, Fitzroy, Abbotsford, Clifton Hill, Fitzroy North, Burnley, Cremorne, Richmond and all surrounding areas. If you are looking for the best Financial Planner in Collingwood look no further.

Phone: 1300 300 922 | Level 1 144 North Terrace Adelaide, Essendon, VIC

MyBudget is dedicated to helping people gain control of their finances. We've been proudly fulfilling our mission to reduce financial stress in the community since 1999. We've since helped more than 20,000 Australians.

MyBudget specialises in helping people get on top of their finances. No financial predicament is too big or too small for us to help with. No matter how bad you think your situation is, we’ve almost certainly helped with worse cases.

Everything we do at MyBudget revolves around helping people achieve their financial goals. We can eliminate the stress of your financial situation right now—in most cases without you needing to go into further debt.

How it works…

We find out everything we can about your situation. We analyse your income, your debts (including the cash you borrowed from grandma!) and your expenses. We look at which bills are most urgent, which are attracting the most interest and which are of a lower priority.

Using this information, MyBudget creates a complete working budget and long-term financial plan for you or your household. This service is absolutely free. There is no cost to you and absolutely no obligation for you to proceed.

Phone: (03) 9379 3198 | Suite 2, 319 keilor Road, Essendon, VIC

Financial Advice for Your Needs Our independent financial planners work for you and with you. Strategic Financial Advice operate under a structure of values that govern the way we run our business and interact with our clients on a daily basis.

Phone: (03) 9337 2233 | 1 Lincoln Road, Essendon, VIC

Horvat Financial Advisors, a family business, specialises in retirement solutions and retirement planning to create guaranteed income for gaining the cherished financial independence.

Phone: (03) 9870 6544 | Buckley St, Essendon, VIC

Visit www.affordableadvice.com.au Affordable, professional advice, at a time and place convenient to you.

Phone: (03) 9373 3500 | Level 1, 416 Mt Alexander Rd, Ascot Vale, VIC

We take the complexity out of Financial Planning. Whether it is planning for retirement? releasing equity in your home to grow your wealth tax effectively? assistance with personal insurance - we may be able to help you.

Phone: 1300 883 346 | 314/1 Queens Road, Melbourne, VIC | Web: http://www.iit.edu.au

The International Institute of Technology (IIT) is one of Australia's leading private education providers. IIT is a Registered Training Organisation (RTO number 21421) with the Victorian Registration and Qualifications Authority (VRQA).

The International Institute of Technology (IIT) is one of Australia's leading private education providers. IIT is a Registered Training Organisation (RTO number 21421) with the Victorian Registration and Qualifications Authority (VRQA).

The IIT advantage includes:

- Offering a range of programs that are recognised nationally from Certificate to Advanced Diploma level.

- Providing high calibre training solutions to adults of all ages seeking to enter the Financial Services industry or for those wanting to take their career to the next level.

- Furthering your education and career earning potential in the most flexible and affordable manner.


Courses

IIT offers courses in the Diploma of Financial Services (Financial Planning) which is an ASIC accredited RG146 course, and the Advanced Diploma of Financial Services (Financial Planning), which is also ASIC accredited. IIT also offers Certificate IV in Financial Services (Mortgage Broking), Self-Managed Superannuation Funds, and Margin Lending.

Foreign Exchange units will be delivered shortly.


Studying with IIT Education

IIT offer intensive workshop courses, allowing tutorial facilitation, using multi-media presentations and 'real life' enjoyable skill assessments with 'Communication DNA'. All students have the opportunity to study our courses in blended delivery options. This allows students who wish to commence as distance learning students, to upgrade to tutorial workshops at any time.

Our facilitators and assessors are hand-picked, industry experts who share in our vision of nurturing and developing strong vocational skills among our students, and who have extensive industry and educational experience in training and assessment.

Another method of study is 'distance'. You can complete your studies at your own pace with full support available via email, phone and skype if needed.

IIT graduates are given special pricing on comp....

Phone: 1300 992 889 | GPO BOX 842, Melbourne, VIC | Web: http://www.refundeasy.com.au

Low/Fixed Fee Financial Planning and NO ADVICE Commission or Fee Refund Service for Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions, Margin Loans. Certified Financial Planner (CFP).

Do you want your sales commission refunded to you quarterly on:

* Superannuation?
* Managed Funds?
* Insurance Policies?
* Allocated Pensions?
* Margin Loans?

Do you want to find out more about our Fixed Price Fee For Service Financial Planning Service?

* Superannuation
* Managed Funds
* Insurance
* Allocated Pensions
* Margin Loans

REFUND EASY ... IT'S ALL ABOUT CHOICE!

Refund Easy is committed to providing investors with CHOICE in relation to fees, commissions and brokerage and fixed price financial planning. As a Certified Financial Planner (CFP) I am aware of the value financial planning can add. I am also aware that many people want to do their own thing and do not want to pay fees, commissions and brokerage to a financial planner.

We provide the following services:

NO ADVICE Commission or Fee Refund Service

Did you know you can be paying up to 0.6% trailing commission on Superannuation, Allocated Pensions, Managed Investments and Margin Loans & 10%-30% trailing commission on Income Protection, Disability Insurance, Death and TPD insurance. This can add up to hundreds if not thousands of dollars.

With our No Advice Service, we will refund it to you.

With our No Advice Service you only pay a small monthly fee of $25, which is deducted from your refunded fees, commissions and brokerage. Our No Advice Service refunds commission, sales fees and brokerage on: Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions & Margin Loans

Fixed Rate Financial Planning / Fee For Service Financial Planning

At Refund Easy, we also provide Fixed Rate / Fee for Service financial planning advice as a Certified Financial Planner (CFP) for: Superannuation Funds, SMSF, Allocated Pensions, Managed Investments, Insurance Policies & Margin Loans.

With our Fixed Rate Fee For Ser....

Phone: (03) 9270 9170 | 13/30 Collins Street, Melbourne, VIC

Beulah Capital offer financial services specialising in wealth and asset management solutions. Our Investment strategies are aimed at maximising your returns from SMSF, fixed income, term deposits, bonds, cash and other forms of investments.

Beulah has developed a number of different and unique investment strategies which clients are able to utilise in their investment portfolios. Beulah and its Investment Committee look to recommend, advise and manage the allocation of capital within a portfolio across a range of asset classes. These include Australian Equities, International Equities, Property, Fixed Income, Alternative Investments and Cash.
Beulah Capital also offers investment advice and wealth planning services providing clients with strategic advice and investment recommendations tailored to suit individual investment styles. Our service includes regular contact and investment meetings with your Beulah Capital adviser to review the performance of the portfolio, market and economic conditions, asset allocation, specific portfolio holdings, income yield levels, capital growth, investment opportunities and cash flow matters.

Phone: 1300 774 997 | Level 10, 50 Market Street, Melbourne, VIC

We specialise in Tax and Super - from Tax Returns to Advanced tax planning, Super structures and management, SMSF Set Up + Administration, Financial Advice - Retirement planning, Redundancy, Insurances, Estate Planning. Fee for Service only.

We specialise in Tax and Superannuation, assisting individuals, small businesses, investors and retirees effectively integrate their tax compliance requirements with advanced tax planning, superannuation, asset protection, investment management and estate planning strategies to help you make the most of your financial position.

Each of our advisers is uniquely qualified in tax, accounting, financial planning and law (Legal Practitioner, CPA, Chartered Tax Adviser, SMSF Specialist Advisor, Registered Tax Agent). This takes away the need for you to seek assistance separately from an accountant and financial planner on tax and financial advice matters.

We are a pure fee for service firm. We do not accept commissions. Any commissions received, including on risk insurance policies, will be rebated to you.

Our services include:
> Tax & Accounting - including individuals, partnerships, companies and Trusts.
> SMSF Set Up & Administration

Financial planning, incorporating:
> Superannuation structures and management
> Redundancy
> Defined Benefit Schemes
> Insurances
> Investments.
> Estate planning.

Why us?
> Superannuation specialists - We know Super. We advise on all fund types and structures not just SMSFs (i.e. Industry, Retail, Defined Benefit and Corporate Super Funds). We are not advocates of a 'one fund fits all' approach. Different funds will suit different people depending on their needs and circumstances.
> Professional competence and care - We maintain strict professional and ethical standards. This is a reflection of our advisers' educational background and professional affiliations.
> Independent advice - your interests are in our best interests. We will not have a direct or indirect financial interest in the products we may recommend.
> Clear and transparent fee structure - Our fees are based on the services you receive. We will typically charge a fixed fee for advice and/or services pro....

Phone: 1300 944 188 | Level 10, 63 Exhibition Street, Melbourne, VIC

A fresh view on the Australian Share Market. Independent research on ASX listed companies, current market analysis and education for share traders and active investors. Clear share recommendations, honest and reliable ASX trading information.

Absolute Investor was created for one reason; to make clear and unambiguous share market advice available to everyone.

Never again be confused about what shares you should be investing in.

As a subscriber, you are told exactly which shares to buy, hold and when to sell.

How does it work? It is a subscription service.

Subscribers have access to our market analysis and company research. Most importantly, they have access to our Model Portfolio.

The Model Portfolio is traded in front of subscribers with our own money, so subscribers can follow exactly what professional share traders are doing, in real-time.

Visit us for an instant, free trial.

Phone: (03) 8532 0000 | Level 9, 606 St Kilda Road, Melbourne, VIC

The Ebony Rose Group has been established for over 25 years and is a highly respected and professional financial planning business. We can provide you, your family and your business with advice on insurances, super, retirement planning, and much more.

We will work within our "12 Points Of Culture" to make certain that everyone who experiences Ebony Rose will benefit greatly and in some way, move closer to becoming the person they want to be, or achieve the goals they want to achieve.

We will eliminate the mystery and the fear associated with wealth creation, wealth preservation and maintaining your lifestyle in retirement.

Most importantly, the strategies we implement for our clients will safeguard and preserve their wealth in times of economic downturn and personal need.

Our Mission is to help our clients achieve "Peace of Mind" in knowing that their family's and their business's financial future is in safe hands.

Phone: 1300 762 243 | 530 Little Collins Street, Melbourne, VIC

Swift Payroll is an experienced Payroll Services company. We offer best and high quality Pay roll service and we guarantee to save clients time and money. Our professional team is highly experienced.

Swift Payroll is an experienced Payroll Services company. We offer best and high quality Pay roll service and we guarantee to save clients time and money. Our professional team is highly experienced in working across all sectors including hospitality, retail, NFPS and more. We also specialize in dealing with award interpretation, shift work/penalties and departmental cost splitting among other things. We use advanced technologies and cloud computing to ensure a safe and secure Payroll function. We provide free consultation to our client to review their current business system and processes.

Phone: 0412 128 292 | Level 3, 139 Collins Street, Melbourne, VIC

Marriott Interim provides Interim Management services and we have C level skilled Interim Manager's who provide best solutions after properly understanding your business without wasting your precious time. Contact us :- trevor.marriott@collinspitt.com.au

Marriott Interim :- Interim Management Hub. Marriott Interim has specialist Interim Manager's who provide you best Interim Management Solutions which includes Business Restructure, Business Turnaround, Business Transformation, Business Reviews, Strategy Development and Implementation plans and many more.

Phone: (03) 9018 5534 | Suite G17E, Ground Floor , 566 St Kilda Rd, Melbourne, VIC 3004, Melbourne, VIC

Fortune Wealth Creation Group specialises in Financial Planning, Income Protection Insurance and Superannuation. We are located in St Kilda/Melbourne. Call us for more information.

Free Financial Planning Consultation (Valued over $660):

As a part of our committment to provide genuine, transparent and professional financial and insurance advice to every Australian family, we offer financial planning and insurance consultaiton free of charge (valued over $660). In this consultaion, we will cover:

Wealth Creation - How to create sustainable portfolio using tax effective strategies in your superannuation and investments so you will have comfortable income in your retirement.

Wealth Protection - How to provide 100% financial security to your family, does not matter what happens next.

Wealth Management - How to manage and re-balance your portfolio in line with economic environment.

Wealth Distribution - Making sure that your hard earned money goes to right hand once you pass away using various estate planning strategies.

DO NOT MISS this opportunity as this can be a life changing opportunity for your and your family's financial future.

A recent study survey shows that 1 in 2 retirees regret not saving more ! 46% of retirees said they would make extra super contributions, start saving earlier, or save more consistently, according to new research from Investment Trends.

To book a no obligation consultation, contact us on 0404 000 668 or send an email to info@fortunewealth.com.au


Operating from:

Suite G17E, Ground Floor,
566 St Kilda Road, Melbourne, VIC 3004
Preferred Contact no: 0404 000 668
Phone no: 03 9018 5534
Email: rashesh@fortunewealth.com.au
Web:www.fortunewealth.com.au

Phone: 1300 540 177 | Level 10, 555 Lonsdale Street, Melbourne, VIC

Thomson Rowe Partners engineers revolutionary financial solutions due to an unwavering dedication to deliver the very best in industry services.

Thomson Rowe Partners emerged as a leader in financial solutions due to an unwavering dedication to deliver the very best in industry services to everyday Australians, from all walks of life. The company believes in constant focusing on innovating and deep collaboration and cross-pollination of their departments.

Their strategy seeks to provide superior returns for clients, building enduring customer relationships and being a leader in the global economic community. Thomson Rowe Partners believes that every Australian should have the same investment opportunities regardless of income or education. Delivering this promise is the company's ultimate vision and is evident in their work.

Phone: (03) 9190 8964 | Level 4 / 50 Queen Street, Melbourne, VIC

Take Control Of Your Financial Future With Endorphin Wealth Management

Life is unpredictable - full of ups and downs, trials and tribulations, successes and failures - and while you can't escape its volatile nature, your wealth can.

At Endorphin Wealth Management, we take the time to get to know your individual circumstances, and tailor a well-rounded wealth strategy that compliments your life plans and aspirations. This big picture approach ensures your wealth management plan reflects what really matters to you.

Some of our services include:
- strategic wealth management
- tax effective investments
- high net worth wealth management
- wealth preservation
- retirement planning

While each client is different, Endorphin applies the same unrivaled level of care, attention and expertise to every single one. Our personalised, professional service sees us hand-pick the most fitting investments from multiple platforms and the leading providers, and deliver specialist advice, plans and strategies that align with your investor profile, goals and objectives.

By gaining in-depth knowledge of who you are, we're able to forecast your financial future, and help you maximise your wealth, regardless of what life throws at you.

Endorphin Wealth Management is privately owned and prides itself on its position of being free from the institutional influence that is now prevalent in the Australian financial services industry.

So, if you are looking for a strategic wealth management with a leading Investment Financial Planner so you can Feel Good about Your Future, Visit our website at: https://www.endorphinwealth.com.au

Phone: 1300 794 910 | 440 Collins Street, Melbourne, VIC

Michael Cao is the Chief Executive Officer (CEO) and founder of Michael Cao Cryptocurrency Inc.
(MCCI), one of the fastest-growing cryptocurrency consultancy firms globally. Michael Cao has helped several of the biggest worldwide organizations in using cryptocurrencies such as Bitcoin, EOS, Ripple, Ethereum & blockchain technologies including Block One.

We help you manage your digital assets particularly Bitcoin, Cryptocurrency, EOS, Block.one and Blockchain.

Phone: 1300 944 011 | Level 8, 350 Collins Street, Melbourne, VIC

Core Value Financial Advice

At Core Value we specialise in aged care financial advice to help families transition their loved ones into aged care.

We understand how stressful and confusing it is to make the required aged care financial decisions.

Our goal is to compare various scenario options, maximise Centrelink, minimise aged care fees and preserve the estate.

If you're looking for aged care financial advice in Melbourne then call us for a free 15-minute consultation on 1300 944 011.

Phone: (03) 9614 0644 | 8/530 Little Collins Street, Melbourne, VIC

A Melbourne based Quality Assured Mercantile Agency specialising in Process Serving, Repossessions, Field Calls, Skip Tracing, Lock-Up's and Debt Collection.

Phone: (03) 9008 5940 | Level 10, 50 Market St, Melbourne, VIC

Honest Financial Advice for everyday Australians

What does Pareto Wealth do?

Pareto Wealth offers a full financial planning and advice incorporating the following services:

Superannuation
Investment
Insurance
Taxation
Mortgage
Our Financial Planners offer specialist insight into various entities including; individuals, companies, trusts and self-managed super funds. With a new coming of social awareness, our philosophy is to improve people's financial positions without detriment to others.

We assure the continuation of a high level service to you for your financial well-being, conducted responsibly and ethically. We aim to deliver a high touch approach with long term support.

Phone: 1300 403 204 | Level 4/50 Queen Street, Melbourne, VIC

Smart Home Deposit provides Australians an easy and intelligent way to save for their first home. We allow Australians the opportunity to grow their savings through investment and provide a smarter way to save.

Phone: (03) 8610 6396 | Level 3, 480 Collins Street,, Melbourne, VIC

Melbourne based Keep Wealth Partners is a trusted name when it comes to partners in life's financial decisions. Keep Wealth Partners is managed by three directors and owns their own Australian Financial Services Licence, which means that all the advice.

Phone: 1300 039 376 | Level 9, St Kilda Road, Melbourne, VIC

Reventon is a leading Australian investment and financial services company. We have helped countless Australians to build wealth through finance, investments & property investments, tax accounting and financial planning.

Phone: (03) 9909 5800 | Level 2, 90 Collins Street, Melbourne, VIC

First Financial are a new name in financial Services, but we're not new comers. Previously we were part of global firm Crowe Horwath, yet we deliberately chose to separate and become a smaller, boutique firm.

Phone: 1300 644 709 | 636/365 Collins St, Melbourne CBD, Melbourne, VIC

With an intuitive interface and lightning fast execution, Investra Digital is the industry-preferred trading solution for new and experienced traders alike. Discover for yourself how easy it is to start trading today on our secure and trusted platform.

Phone: (03) 9040 2234 | Level 7, 1 Collins Street, Melbourne, VIC

UK Pensions Melbourne has been established to provide help and knowledge to people who have left the UK on a permanent basis and are considering transferring UK pension benefits to Australian superannuation.

Phone: 1300 663 217 | Level 11, 350 Collins Street, Melbourne, VIC

Need a personal financial planner doing asset and investment management on your behalf, Ostrava will assist you in funds and financial management of your portfolio. Ostrava are your asset manager specialising in SMSF (self-managed super fund).

Phone: 1800 355 629 | Suite 320, 189 Queen St, Melbourne, VIC

We are here to offer investments for people that do not want to spend a lot of time managing their own funds. Not only do our clients get access to our experts with a combined experience of over 100 years in the thoroughbred industry.

Phone: (03) 9621 1800 | 28/459 Collins street, Melbourne, VIC

Zest Wealth Advisers offers a vast amount of Financial Services that cater to any situation, to make sure your specific needs are met. Because at Zest Wealth Advisers we strive to help you achieve all your current and future financial goals.

Phone: 1300 733 237 | Suite 1030, Level 10 1 Queens Rd, Melbourne, VIC

For over fifteen years, Comprehensive Financial Solutions has been providing professional financial planning advice and services to individuals, families and Australian companies.

Phone: 1800 273 662 | Level 6, 451 Little Bourke Street, Melbourne, VIC

Asenna Wealth Solutions is a provider of online share trading platforms and real-time market analysis. We give our members direction and confidence to trade the markets. 

Phone: (03) 9016 3034 | Suite 5.04, 365 Little Collins Street, Melbourne, VIC

We connect you with a local financial planner who provides the exact financial advice you need. This means you get expert financial advice without paying for services you don't need.

Phone: (03) 8678 0399 | 566 St Kilda Rd, Melbourne, VIC

AIC International is one of the world's leading expert solutions provider for contingency trading. If you are a new adopter, or a seasoned expert, contingency trading can yield excellent returns.

Phone: 1300 851 205 | St Kilda Rd Towers,Level 14, 1 Queens Road, Melbourne, VIC

Harvest Alliance is an organisation that is dedicated to making families and communities more sustainable and stronger through their range of not-for-profit finance and investment services.