We have been providing advice across all areas of financial planning for 30 years and specialize in retirement planning.
Your adviser is a Certified Financial Planner and experienced in all facets of financial advice.
We are able to offer long term planning services or one-off personal consultations (ranging from one-two hours) at a cost of $550.
3 customer reviews
Donna Cherry
Michael expertise in his field has exceeded My expectations Mike was able to talk us threw and help us understand about how to manage our finances and was very patient with us as our knowledge was very limited
Gail Noonan
I have been with Michael from advice line for many years now and I have been very happy with the service and advice
Ann Pryse
Financial Advisors
This was my first ever contact with a financial advisor. My expectations were exceeded. Mike was able to teach me a lot about of how to sort out my finances and was very patient, kind and humourous.
I'm amazed that I've lasted all these years without assistance! I shall certainly recommend him! Thank you, Mike.
Best wishes, Ann
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Detailed Personal Consultation
We offer a range of service including a detailed one-off consultation at a price of $550.
Financial Planning
Financial Planning starts with an initial meeting to get to understand your needs and your situation, your goals and objectives, investment preferences and risk profile.
In the next stage we prepare personalised strategies and recommendations for you, all designed to help you to achieve your specified objectives.
We also offer the option of ongoing management of your plan including annual reviews if that is what you prefer.
Costs will depend on the complexity of the advice and costs are set out in our Financial Service Guide.
