Ewm Financial Planners & Advisors Melbourne, Victoria
24-Nov-2021 By - team

A Financial Advisor is someone who helps people with their finances by providing advice on investments, taxes, retirement planning etc. They help manage risk and minimize tax exposure while maximizing returns for clients.

The best way to find an advisor is by doing your own research online or reading reviews from other customers that have dealt with them in the past so you can make sure you're getting quality service.

Finding the right financial planner is tricky. There are many different things to consider, and there's a lot of information out there on how to find the best one for you!

  1. They regularly communicate with you and return your calls quickly. ...
  2. They strategically plan throughout the year, not just for big deadlines. ...
  3. They show you how to budget. ...
  4. They are constantly learning. ...
  5. They are happy to explain things to you.

Introverted sensors, ISTJs are known as the best personality type for accounting jobs, CFO positions, or careers as auditors. This type is loyal, hardworking, and understands the importance of their roles; but the real predictor of success here is their analytical nature that enables them to work quickly and precisely.

Here are some tips on what accountants can do to ensure they enjoy a long and rising career in accounting.
  1. Don't fear technology. There is no escaping the fact that software skills are vital, says Jotkowitz. ...
  2. Learn to analyse data. ...
  3. Hone your communication skills. ...
  4. Learn how to lead. ...
  5. Seek sector-specific experience.
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Freedom Financial Planning

freedom financial planning

At Freedom Financial Planning, clients are partnered to create bespoke financial strategies that cater to their unique circumstances and future goals. This Melbourne-based firm prides itself on its commitment to advice excellence and its focus on nurturing lasting client relationships. Through a comprehensive suite of services, including investment management and strategic tax planning, Freedom Financial Planning empowers clients to take control of their financial destiny, ensuring peace of mind and security for the future.

Services Offered:

  • Financial Planning & Advisory
  • Cashflow & Budgeting Advice
  • Centrelink Advice
  • Personal Risk Insurance Advice
  • Lending & Mortgage Solutions

Phone: 03 9542 3200
Email: askus@freedomfp.com.au
Address: Suite 29, 270 Ferntree Gully Road, Notting Hill VIC 3168
Website: https://freedomfinancialplanning.com.au/

Klear Picture

Klear Picture Financial Planners & Advisors Melbourne

Klear Picture, a Melbourne-based financial advisory firm, excels in offering comprehensive financial solutions. They specialise in creating personalised financial strategies that cater to the unique needs of each client, ensuring effective management and growth of their wealth.

Services Offered:

  • Accounting & Taxation: Custom solutions for individual and business financial needs.
  • Business Advisory: Expert guidance in business financial strategy and management.
  • Private Wealth Advisory: Tailored wealth creation and protection plans.
  • Lending & Capital Raising: Financing options for a range of property investments.

Address: 312/434 St. Kilda Road, VIC 3004
Phone: (03) 9998 1940
Email: team@klearpicture.com.au
Website: klearpicture.com.au

Diversified Financial Planners

diversified financial planners

Diversified Financial Planners Pty Ltd is a financial service firm dedicated to assisting clients in planning for their future, with a focus on achieving retirement savings goals. Their expertise lies in building, growing, and safeguarding wealth, particularly through maximizing superannuation benefits. Renowned for their proficiency in various core financial services, Diversified Financial Planners is committed to offering customized solutions that cater to each client’s unique requirements.

The services provided by Diversified Financial Planners include:

  • Superannuation: Specializing in the effective management of superannuation funds, aimed at yielding long-term returns.
  • Retirement Planning: Developing strategies for investing in superannuation to leverage tax efficiencies and compound returns.
  • Self-Managed Superannuation Funds (SMSFs): Offering increased control and flexibility in superannuation management.
  • Wealth Protection: Providing insurance solutions integral to financial planning.
  • Investments: Advising on investment strategies suitable for funding extended retirements, considering increased life expectancy.
  • Home Loans: Assistance with the housing market and securing home loans.

Phone: 03 9770 6499
Email: mail@diversifiedfp.com.au
Website: https://diversifiedfp.com.au/

AJ Financial Planning

aj financial planning

AJ Financial Planning, a family-owned boutique firm in Australia, stands out for its sophisticated and personalized approach to financial planning. Their commitment to innovation and fresh perspectives redefines traditional financial management, paving the way for clients’ financial success. With a focus on delivering high-quality, thoughtful advice, AJ Financial Planning offers tailored solutions for navigating the financial landscape effectively.

Services Offered:

  • Innovative Advice: Creative solutions to complex financial situations.
  • Tailored Financial Advice: Personalized financial guidance of the highest quality.
  • One-on-One Approach: Client-centric consultations to understand and achieve financial goals.
  • Comprehensive Financial Planning: Covering all aspects of financial management for wealth optimization.
  • Investment Strategy: Crafting investment strategies aligned with clients’ unique goals.

Phone: (03) 9077 0277
Email: info@ajfp.com.au
Website: https://www.ajfp.com.au/

Endorphin Wealth

Endorphin Wealth Financial Planners & Advisors Melbourne

Operating under the umbrella of Wilson Pateras, Endorphin Wealth offers a unique and personalized approach to financial advice. As a privately-owned firm, they are dedicated to crafting financial strategies that are custom-tailored to address the distinct needs, aspirations, and goals of their clients. At the core of their philosophy is a client-first approach, coupled with a team of highly skilled and award-winning financial advisors, resulting in a distinctive financial planning service. 

Endorphin Wealth stands out for its unwavering commitment to understanding the lifestyle that clients wish to lead, both in the present and the future, along with their risk tolerance. This deep understanding serves as the cornerstone for tailoring investment decisions and portfolios to suit the specific circumstances of each client. The financial planners at Endorphin Wealth invest time in gaining profound insights into their clients, enabling them to create financial plans and investment strategies that align precisely with their lifestyles and objectives.

Endorphin Wealth provides a comprehensive range of services, including:

  • Wealth Creation: This encompasses the development of investment portfolios, super investment risk management, and tax minimization strategies.
  • Retirement Planning: They offer expert advice on retirement investments and transition to retirement planning.
  • Wealth Protection: Endorphin Wealth provides comprehensive insurance coverage and regularly updates to maximize benefits.
  • Property Investment: Clients can benefit from advice on real estate planning and investment properties.
  • SMSF: The firm assists clients in setting up self-managed super funds (SMSFs) and implementing diversified investment strategies.
  • Business Planning: Tailored investment advice and succession planning are available for business owners.
  • Aged Care Planning: Services include managing risks related to super investments and implementing tax-efficient strategies.
  • Mortgage Broking: Endorphin Wealth offers strategies for debt reduction and tax-effective debt structuring.

Phone: 03 8419 9800
Email: advice@endorphinwealth.com.au
Website: https://endorphinwealth.com.au/

PMD Financial Advisers

pmd financial advisers

PMD Financial Advisers is renowned for its commitment to enhancing the financial security and confidence of its clients. The firm is particularly adept at collaborating with a varied clientele, including families, individuals of significant wealth, corporate leaders, and business proprietors. They pride themselves on their client-focused approach, which involves establishing enduring relationships and providing bespoke financial advice tailored to each client’s distinctive needs and objectives.

Services provided by PMD Financial Advisers:

  • Wealth Creation: Guidance in establishing a robust asset portfolio.
  • Retirement Planning: Strategies designed to fulfil retirement saving ambitions.
  • Superannuation: Approaches to augment superannuation funds.
  • Investments: insights into investment avenues aligning with personal goals.
  • Risk Insurance: Safeguarding the financial status of clients.
  • Self-Managed Superannuation Funds: Advice and updates on SMSF benefits.
  • Aged Care: Assistance in making informed aged care decisions.
  • Financial Guidance for Children: Recommendations on optimal family investment strategies.

Phone: (03) 9824 0001
Email: admin@pmdadvice.com.au
Website: https://www.pmdadvice.com.au

Verse Wealth

Verse Wealth Financial Planners & Advisors Melbourne

Verse Wealth is a financial advisory firm offering a wide range of services tailored to the individual needs of their clients. Their approach focuses on significant financial decisions, such as investing, managing superannuation, paying off debt, real estate purchases, business ventures, and asset sales. The firm emphasizes the importance of striking a balance between achieving goals, reducing stress, and growing wealth to secure future freedom. Verse Wealth is also skilled in cash flow management, aiding clients in gaining control over their finances by instilling structure, accountability, and clarity in their spending and saving habits.

Services provided by Verse Wealth include:

  • Strategy Development: Assisting clients with crucial financial decision-making.
  • Cash Flow Management: Effective money management guidance.
  • Investment Planning: Creating diversified portfolios aligned with client goals.
  • Superannuation Advice: Consulting on fund choices, investment mixes, and contributions.
  • Retirement Planning: Strategies to enhance superannuation and consider conservative investments.
  • Tax Planning: Minimizing tax liabilities for clients.
  • Property Advice: Assistance with home buying and property investment.
  • Coaching: Enhancing clients’ financial literacy and investment decision-making.
  • Debt Management: Offering debt strategy advice and collaborating with mortgage brokers.
  • Employee Share Schemes: Navigating the complexities of various share schemes.
  • Financial Modelling: Integrating resources and strategies for future financial planning.
  • Estate Planning: Ensuring estate plans reflect clients’ wishes.
  • Investment Management: Managing portfolios with a focus on client goals.
  • Mortgage Broking: Providing tailored loan solutions.

Phone: 1300 822 165
Email: admin@versewealth.com.au
Website: https://www.versewealth.com.au/

Casey Wealth Advisers

casey wealth

Established in 2001, Casey Wealth Advisers is a Berwick and Pakenham-based financial planning firm in Australia. Their specialization lies in offering a wide spectrum of wealth advice and financial planning services, geared towards assisting individuals in nurturing, managing, and safeguarding their wealth. At the core of their approach is a profound dedication to a client-centric experience. Casey Wealth Advisers goes the extra mile to foster robust, personalized relationships with clients, ensuring they are never treated as mere statistics. Their mission is to actively listen to clients’ needs, comprehend their aspirations, and expertly navigate them through a customized financial planning journey. The firm’s ethos centers around delivering peace of mind and confidence to clients, underpinned by a team of experienced and professional advisors.

Services Offered:

  • Wealth Management: Strategies designed to cultivate and oversee wealth effectively.
  • Financial Planning: Comprehensive planning to align with future financial objectives.
  • Personalized Client Service: A commitment to building enduring relationships and a deep understanding of individual client requirements.

Phone: (03) 9769 9899
Email: admin@caseywealth.com.au
Website: https://caseywealth.com.au/

Empower Wealth

empower wealth advisory

Empower Wealth, based in Melbourne, specializes in a broad array of financial planning services, focusing on overall wealth building for their clients. Their financial planners engage closely with clients, providing expert advice on various financial management aspects. They offer guidance on mainstream superannuation and Self Managed Super Funds (SMSFs), as well as personal insurances and a range of investment options including shares, bonds, cash savings, managed funds, and indirect property. Empower Wealth is particularly known for its approach to retirement planning through SMSFs, valued for the flexibility they offer, such as property investment within the fund. The firm emphasizes educating clients about the balance between the costs and benefits of setting up an SMSF, highlighting factors like flexibility, control, and the financial and time commitments involved.

Their key services include:

  • Superannuation Advice: Specializing in both mainstream superannuation and SMSFs.
  • Personal Insurances: Advising on various insurance options for asset protection.
  • Investment Options: Guidance across diverse investment platforms like shares, bonds, cash savings, and more.
  • Retirement Planning: Assistance with retirement planning, focusing on the setup and management of SMSFs.

Phone: 1300 123 842
Email: enquiries@empowerwealth.com.au
Website: https://empowerwealth.com.au/

Partners In Planning

partners in planning

Partners in Planning is a financial planning firm that excels in crafting strategies to assist clients in managing their financial matters and achieving their life objectives. They strongly advocate for the involvement of professional financial planners to instill confidence and provide peace of mind regarding one’s financial future. Recognizing that financial goals evolve as life progresses, Partners In Planning tailors financial plans to align with each client’s specific life stage. Their approach is meticulously designed to offer comprehensive support across various facets of personal finance, ensuring that clients’ financial requirements are effectively addressed during different phases of their lives.

The services extended by Partners In Planning encompass:

  • Budgeting and Cash Flow Management: Support in handling day-to-day finances.
  • Savings Plans: Crafting strategies to enhance efficient saving.
  • Superannuation and Tax Planning: Providing guidance on superannuation and optimizing tax strategies.
  • Home Loan Repayments and Debt Management: Expertise in managing and reducing debts, including home loans.
  • Insurance and Investment Advice: Offering recommendations on insurance coverage and investment opportunities.
  • Retirement Planning: Tailoring financial plans to align with retirement needs and objectives.

Phone: +61 1300 880 100
Email: info@partnersinplanning.com.au
Website: https://www.apartnerinplanning.com.au/

DMFS Financial Advisers

Dmfs Financial Advisers Melbourne

DMFS Financial Advisers excel in the realm of financial and retirement planning, with a pronounced emphasis on re-contribution strategies for superannuation benefits.

Their innovative approach involves the withdrawal and subsequent re-contribution of superannuation funds, distinguishing the tax-free and taxable components. This method is instrumental in decreasing the potential tax burden when superannuation assets are transferred to beneficiaries posthumously. 

It’s particularly advantageous for individuals aged between 56 (preservation age) and 60, and serves as a strategic tool in estate planning, especially beneficial for bequeathing superannuation to non-dependant heirs like adult offspring. The core objective of this strategy is to transform taxable parts of superannuation into tax-exempt segments, significantly reducing the tax responsibilities for beneficiaries.

DMFS Financial Advisers’ prominent services include:

  • Re-contribution Strategy: Managing superannuation benefits to enhance tax-free components.
  • Tax Optimization: Strategizing to lower potential taxes on superannuation for beneficiaries.
  • Estate Planning: Customizing superannuation for reduced tax impact on non-dependant beneficiaries.
  • Financial Planning Advice: Comprehensive counseling and assistance in financial planning.
  • Aged Care Financial Advice: Expertise in managing aged care expenses and related financial planning.

Phone: 1300 364 650
Website: www.dmfsfinancial.com.au

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