Ariston Group
Level 27, 101 Collins St, Melbourne VIC 3000, Australia
(3)
Level 27, 101 Collins St, Melbourne VIC 3000, Australia
(3)
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.
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3 customer reviews
Paul
Ariston Group provide a great quality service
Bruno
Absolute pleasure working with the team at Ariston, very helpful and have put me back on track on my financial journey
Cathy Smith
Very professional, immaculate presentation & easy to work with. Strongly recommend Ariston.
What do you love most about your job?
Being able to educate, coach and make an impact on peoples lives
What inspired you to start your own business?
To better improve my worklife balance while helping to grow my own practice.
Why should our clients choose you?
With more than 20 years experience in the financial services industry, my knowledge and experience will help you plan, implement and manage your financial plan. I am also a creative man with a passion for photography, art and design, and enjoy working with other professional creatives in managing their financial future.
Can you provide your services online or remotely? If so, please add details.
Initial No Cost Complimentary Financial Review
Session details and inclusions:
• 1 hour consultation via Zoom at a time that suits you and your family
• Tailored consultation designed for the Self Employed or PAYG Employees
• Family and Personal Goals Strategy session and discussion
• Mini Fact Find Session to discuss your current Assets, Liabilities, Income & Expenses
• A review of your current Superannuation, Personal Insurances, Investments and Estate Plan
• We also review your Cashflow & Budgeting situation and discuss better ways to track your
budget and expenses via online technology and app
Note: The session is General Information only and does not include Personal Financial Advice
What changes have you made to keep your customers safe from Covid-19?
Option for remote meetings and also socially distanced for face to face meetings.
Fully Vaccinated Staff
Superannuation & Retirement Planning
Planning for a financially stable retirement is a necessity. We offer expertise in superannuation management to boost your financial position in retirement including advice on Self Managed Superannuation Funds, salary sacrifice, voluntary contributions, Government co-contributions (subject to eligibility) and spouse contributions. We will also provide guidance to manage your physical assets to ensure they play a role in financing your retirement.
Personal & Business Insurance
An important aspect of financial planning, insurance ensures ongoing ability to meet financial responsibilities such as mortgage repayments, your children’s education needs and day to day expenses should your current situation change.
Different types of insurance on offer include:
• Life
• Total and Permanent Disability
• Critical Illness (Trauma)
• Income Protection
• Business Expense Insurance
Investment Planning
A strategic approach to investment is essential and we will work with you to develop short, medium and long-term investment goals. Investment generally falls into four broad categories:
• Cash
• Fixed interest
• Property
• Shares
In considering your investment options, issues such as your current financial position, desired return on investment, length of time for investment and type of investment and whether you need to draw down or receive an income from your investment are important factors.
Estate Planning
Estate planning is another important element to consider and it involves ensuring that upon death, the appropriate assets go where the clients wants them to go, when they intended them to go there in the most tax effective manner. Other important considerations include the whether there are sufficient assets to meet any future liabilities upon death, transfer of ownership and or control of those assets pass to the appropriate person or entity and to beneficiaries at the right time.
Different types of Estate Planning services on offer include:
• Wills
• Superannuation
• Testamentary Trusts
• Powers of Attorney
• Trustee and Executor
Lifestyle Planning
Cultivating a lifestyle that is financially attainable, stress free and allows you to live in the manner you desire is a common goal. Importantly, we will work with you on the development of a realistic Budget. By undertaking this budget process, you will also realise your needs as opposed to your wants and prioritise purchases accordingly.
Another important aspect to consider is Debt Management. This may include the review of home loan reduction strategies, debt consolidation, restructure and prioritising of debts.
This all leads to the final piece of the puzzle – Savings. Whether you are saving a deposit for a house, considering an upgrade to your car, planning a holiday, getting married or looking to invest in your children’s education, we can help you put a realistic plan in place that will help you achieve your goals.
