Business Details
36 Years
experience
Your Trusted Financial Advisers in Mornington, VIC
Buckleys Financial Protection has been dedicated to prioritising client interests since 1990, helping families and businesses navigate financial challenges across Australia. Our team of highly qualified advisers brings decades of experience in financial planning, investment strategies, and risk management, ensuring clients gain the confidence to make informed decisions. We focus on understanding individual circumstances to deliver tailored solutions, whether in retirement planning, income protection, or estate management. Our commitment to transparency and ongoing education ensures clients remain informed about evolving financial landscapes. With a network of industry professionals and a client-centric approach, we aim to simplify complex financial processes.Our fee model is designed to align with client needs, offering flexibility as circumstances change. We pride ourselves on reading the fine print so clients dont have to, ensuring no hidden surprises. Over 30 years, weve built a reputation for integrity, supporting clients through lifes uncertainties while safeguarding their financial futures. Our mission remains clear: to empower clients with the knowledge and tools to achieve their goals. This dedication has earned us long-term trust, reflected in testimonials from clients who credit our expertise with transforming their financial security.
Services
Financial Planning
Investment Advice
Income Protection
Superannuation Advice
Estate Planning
Retirement Planning
Wealth Protection
Life Insurance
Details
- Year established: 1990
Highlights and features
- Highly qualified advisers with decades of experience in financial planning
- We read the fine print so you dont have to
- Client-first approach with transparent fee structures
- Tailored solutions for retirement, investments, and risk management
- Proven track record supporting clients through lifes financial challenges
What people say
Highly recommend
Excellent advice
Stress-free process
Financial security
Proven expertise
Services
Financial Planning
Financial planning at Buckleys Financial Protection involves creating tailored roadmaps to help clients achieve their short- and long-term goals. We analyse income, investments, and risk factors to build strategies that align with lifestyle choices. Our advisers prioritise transparency, ensuring clients understand every step of their financial journey.
Investment Advice
Our investment advice focuses on building diversified portfolios to maximise returns while managing risk. We guide clients in selecting assets that match their financial objectives, offering ongoing reviews to adapt to market changes and personal circumstances.
Income Protection
Income protection ensures financial stability if illness or injury prevents work. We help clients secure policies that replace a portion of lost income, providing peace of mind during recovery periods and safeguarding their familys financial future.
Superannuation Advice
We assist clients in optimising their superannuation to support a comfortable retirement. This includes fund selection, contribution strategies, and tax-effective planning to ensure their savings align with their desired lifestyle post-retirement.
Estate Planning
Estate planning ensures assets are distributed according to clients wishes while minimising tax liabilities. We collaborate with legal professionals to create wills and trusts, ensuring clarity and compliance with current laws for seamless wealth transfer.
People
John Buckley
Senior Financial Adviser
John Buckley has over 30 years of experience in financial advisory services, specialising in retirement planning and risk management. He prioritises client education and long-term financial security, building trust through transparent advice and personalised strategies.
Questions
What financial services do you specialise in?
We specialise in financial planning, retirement strategies, investment advice, income protection, superannuation, estate planning, and life insurance tailored to individual needs.
How do you personalise financial plans for clients?
We assess each client’s unique circumstances, goals, and risk tolerance to create customised strategies, ensuring alignment with their lifestyle and long-term objectives.
Are your fees transparent and flexible?
Yes, our fees are clear, transparent, and adaptable to your changing needs, directly reflecting the services required and the complexity of your situation.
What areas do you serve across Australia?
We provide services nationwide, supporting clients in all major cities and regional areas through in-person, virtual, and phone consultations.
