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(03) 8841 3111

Our Services

Live with confidence

Irrespective of the area of advice you are seeking, we will take you on a structured journey to help ensure you achieve the desired outcomes. It starts with a robust discussion to help you articulate your vision for your life. We then design a financial strategy to support that vision and take care of the steps required to put that in place. The journey continues with formal planning meetings to deal with any life events and external influences.


Our discussion with you will uncover appropriate strategies, assets and investment vehicles for you to grow your wealth portfolio.

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Budgeting conversations give you a much better understanding of where your money is being spent. We can then identify potential areas of saving and redirect those funds to create wealth or finance a dream.
Debt management and consolidation strategies can also help you save money and build further wealth.

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Superannuation is just one of those vehicles and provides a tax effective structure to plan for your future retirement needs. Our advice considers ownership, contribution strategies, insurance funding and appropriate asset allocation.

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Underpinning wealth creation is the need to protect what you have accumulated, and ensure your financial needs are met, in the event your income ceases due to an accident, illness or sudden tragedy.

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Estate Planning is critical in ensuring that your assets are distributed according to your wishes; to the right people at the right time.
We help you understand the issues and how they might be dealt with. We can also refer you to a legal professional if you do not have an existing relationship.

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The focus of retirement planning is to replace your employment income with future income so that you can continue to enjoy your current lifestyle.
An understanding of your present financial position enables us to project your timeframe and income. Our strategy design aims to maximise your final retirement income , minimise your tax and effectively manage your investment risk exposure.

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Moving into an aged care facility can be an overwhelming and stressful experience for the person moving into care and for the family. The stress is typically compounded by number of important decisions that need to be made, and the complexities surrounding each.

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We know that financial planning can be complicated. Planning For Life makes it simpler for you. When you need advice and support, call us on (03) 8841 3111

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