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Believe it or not, accounting was not my first choice, when l finished high school. Thinking that accounting was boring, I majored in philosophy instead but I soon realised that accounting was far more than mere numbers. It was about problem solving and helping people achieve their goals, helping others achieve their goals, is still something I am passionate about today. Getting my grounding initially with a big four firm, in Deloittes, was a great way to break into the profession.
I love the world of finance and helping others achieve their financial goals. It's a bit of a cliche, but it's true. Buying your first home, an investment property or even refinancing is a massive endeavour, and to be part of this journey with you humbles me in ways I cannot explain. My promise you to is this: I will work hard and work smart to provide you with the best loan product for your needs and goals.
Susan Papertalk
I am 67 years old and after my daughter passed I inherited her beautiful children and a mortgage. There was a time I thought I was going to lose the roof over my head. Without John, I believe I would have. He guided me step by step with detailed information. He texted and emailed after hours and made sure every signed documentation was submitted correctly. Week after week we got closer and closer to refinancing my daughter’s home and I can finally say I see the light at the end of a very dark tunnel. I felt in safe hands the entire time and would highly recommend John and the team to those who struggle understanding such overwhelming processes.
Sue Papertalk
In a nutshell, CCA makes complex financial strategies simple. We make finance manageable by taking clients on a journey through our very own pathway to wealth program. The program is designed to: 1. Provide a clear path to achieving your financial objectives 2. Deliver cutting-edge financial solutions 3. Tailored our programs to your individual financial needs 4. Give you the confidence to take action
We work with small business owners, professionals and couples who want more certainty about their financial situation, to help them make smarter decisions with their money and systematically build their wealth. We do this by working them through our own ‘Values Based’ Financial Planning Approach, which is all about taking the time to understand and discover what’s really important in life to them.
Walbrook Wealth Management provides a holistic advice service, ensuring your investments, mortgages, insurance, and other aspects of your wealth are aligned and working together to achieve your goals. Because no two clients are the same, we adopt a tailored, client-centric approach to financial advice. Some clients may initially need our help refinancing their mortgage or purchasing a new home, before tackling broader financing planning needs over time.
Rob Buskey
It was the best decision hiring Walbrook Wealth Management and working with Damien to help organise and realise a sound financial plan to ensure my current and future goals are met. I lacked confidence in my financial knowledge and Damien explains everything in a very accessible, super friendly manner. I have just begun to action the plan we came up with I will continue to use Walbrook Wealth to review, reassess and adapt my financial plan as necessary. 10 out of 10.
Hi, I'm Josh, one of the Directors and owners of Prosper Advisory. I am the expert finance commentator on radio 94.1FM and we have helped hundreds of people to achieve financial success and security. We are Business Advisors and Financial Advisors. We offer a range of services provided in a personalised and tailored manner via our team of 14 Chartered Accountants and Financial Advisors.
Northeast is a privately owned business, which offers advice on a fee for service model. This means we're not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. We've done our best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
Ariston Group is a boutique financial services house with a unique client-first approach. Our size and scale allow us to respond to and deliver the best possible financial outcomes for our clients. With personalised service and a holistic approach, we take the time understand your specific situation and develop a fully customised financial management program tailored to the individual clients requirements.
Sound advice can really make a difference to your personal situation at any stage of your life. It important to remember that its never too early or too late to have a plan. Our planning solutions are not just about making plans for your money, but we are also passionate about building wealth and choices for You. We work with individuals, couples, families, and children of our clients.
TruWealth is a Melbourne-based fee only financial advice practice that specialises in helping pre-retiree successful single women - those who have never married, are widowed or divorced - to manage their financial affairs and achieve financial independence. Our mission is to empower single women so that they feel financially secure and in control of their financial future by taking them through a process that educates them and takes them on a journey.
Our proven strategies have helped hundreds of Australians reduce their debt, decrease their tax burden and build wealth through property investment planning and education. We exist to help you realise the life you want, free from the financial stress and pressure that most people endure. If you want to pay off your mortgage in less than 10 years and significantly reduce your tax bill, our industry-leading solutions can help you.
Nat Warner
Matt and the NIA Team went above and beyond many times to deliver a great financial outcome. I now have a much clearer picture of my future goals and my way to financial freedom. NIA truly delivered on their promises and have given me a greatly improved understanding of property investing and wealth creation.
Christian can work with you in managing your superannuation, pensions, asset and liabilities so your funds will last as long as possible without compromising your income or lifestyle in retirement. Other things to consider as well would be your eligibility for government aged pensions, minimising your income tax and optimising your assets and liabilities. Christian has excellent attention to detail and as part of your 15-minute initial phone call he will bring to your attention any financial ‘gaps’ that you should consider such as under-performing investments, tax minimisation, estate planning and paying off non-essential debts before retirement.
South Yarra Financial Services aims to secure a comfortable future for you and your family. The SYFS advantage is our ability to provide a holistic financial service, proactive, personalised service and professional advice in all areas of financial planning. Our professionals focus on our clients obtaining control and ensuring they are financially organised. Take advantage of our complimentary 90 minute ‘Discovery Meeting’ to find out how our services can make a difference to you.
Torro Financial specialise in many aspects of finance and investment. From first home buyers to experienced investors, we have a solution for you. We have helped hundreds of Australians invest in property all over the country with special expertise in; - Self Managed Super Funds - Cashflow Positive Investments - Dual income Property Investments - NDIS Property - Specialised tax - effective finance structures
The Hopkins Group was founded in 1980 and initially started out as one of the first property investment advisory groups in Australia. Nearly 40 years on and the landscape has changed dramatically. We have significantly expanded our service offering, responding to the financial needs and circumstances of our clients by bringing everything they need in-house. Our aim has always been to provide a holistic solution where our clients can find all the financial services they need under one roof.
We are a financial services company dedicated to provide a single point of contact for all your financial affairs. We have over 15 years of experience and have Mortgage Brokers, Financial Planners and Accountants within the company to assist you in various ways. Our Mortgage Brokers will assist you with your Home & investment Loans, Motor Vehicle Loans and other financial assistance you require.
Over 25 years experience in Financial Services. Expert and Professional Services in: Superannuation, Centerlink, Retirement Planning, Life Insurance, Investments and Aged Care Other languages spoken Macedonian, Croatian and Serbian.
The Money Hub is a boutique Financial Planning firm that delivers a professional and friendly service to our clients all over Australia.
Morgans Melbourne office is comprised of a team of stockbrokers and financial planning professionals offering a comprehensive range of financial advice, incorporating stockbroking, financial planning, fixed interest, superannuation, insurance, estate planning, margin lending and SMSF advice. We pride ourselves on offering clients professional and objective financial advice, as well as access to new IPO's and other corporate opportunities. Our advisers are supported by the firm's award-winning research team, as well as the corporate finance team, which has members based in the Melbourne, Sydney, Brisbane and Perth offices. No matter what your investment requirements are, we can match you to an adviser who is best suited to your style of investment.
The most rewarding part of being a Senior Investment Adviser at Morgans Financial in Melbourne is definitely helping people achieve their financial goals. It's a great feeling to sit down with a client, understand their aspirations, risk tolerance, and timeframes, and then craft a personalised investment and financial planning strategy that aligns with their needs.
That's a good question, but actually I don't work for myself! As a Senior Investment Adviser at Morgans Financial, I'm part of a team at a well-respected financial institution here in Melbourne.
The reasons people choose to be self-employed can be very inspiring. They often talk about the freedom and flexibility of being their own boss, pursuing their passions directly, and having more control over their work. Perhaps you're considering that path yourself?
If you'd like to chat about your financial goals or explore different investment options, I'd be happy to discuss them with you.
Client-focused approach: I prioritise understanding your unique financial situation, goals, and risk tolerance. This allows me to craft a personalised investment and financial plan that aligns with your needs, not a generic one-size-fits-all strategy.
Experience and knowledge: Morgans Financial is a well-established firm with a strong track record. I leverage their resources and ongoing training to stay up-to-date on market trends and investment vehicles.
Clear communication: I believe in clear and ongoing communication. You'll understand the reasoning behind my recommendations and I'm always happy to answer your questions in a way that's easy to understand.
Long-term partnership: I'm committed to building a long-term relationship with you. As your financial situation and goals evolve, I'll be there to adjust your investment strategy accordingly.
Part of a team: As a Senior Investment Adviser in the Melbourne office, I provide advice as part of a team alongside another Senior Investment Adviser, Antony Santomartino. Together we have 20 years of experience in Australian and international equity markets, providing a bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), corporates, not-for-profit organisations and individual investors. You'll also benefit from the knowledge and expertise of the wider team at Morgans Financial.
Ultimately, the best way to see if we're a good fit is to schedule a consultation. We can discuss your specific needs and you can get a feel for my approach.
Yes, at Morgans Financial we are equipped to provide investment and financial adviser services remotely, this includes phone calls and video calls via Microsoft Teams, Zoom and Skype.
Of course, some clients may prefer face-to-face meetings for certain situations. Morgans Financial has offices here in Melbourne, so in-person meetings are also an option if that's important to you.
The key is to find a communication style that works best for you. Let me know your preference and we can tailor the approach accordingly.
Increased remote options: As we discussed earlier, we've significantly expanded our remote service offerings. Consultations, plan development, updates, and most communication can all be done virtually to minimise in-person contact.
Strict hygiene protocols: For any in-person meetings that do occur, our offices adhere to strict hygiene protocols. This includes regular sanitation, social distancing measures in waiting areas, and the option for mask-wearing for both clients and staff.
Flexible appointment scheduling: We understand some clients may be more comfortable meeting during off-peak hours or on days with lower client traffic. We've increased scheduling flexibility to accommodate these preferences.
Technology investment: We've invested in secure video conferencing platforms and online document sharing tools to ensure a smooth and efficient remote service experience.
Staying informed: We're constantly monitoring the latest health advice from Victorian health authorities and adapting our practices accordingly.
If you have any specific concerns about Covid-19 safety measures at Morgans Financial, please don't hesitate to ask. Our goal is to provide you with a safe and comfortable environment to discuss your financial goals.
