Business Details
Your Trusted Financial Advisers in Tarneit, Melbourne
Established to provide tailored financial solutions, we specialise in life insurance, superannuation advice, and retirement planning for individuals, families, and business owners. Our mission centres on delivering personalised professional service, prioritising clients' best interests through honest, transparent advisory practices. With decades of combined experience, our team focuses on building long-term relationships founded on trust and exceptional service. We assist clients in navigating wealth protection, creation, and strategic retirement planning, ensuring their financial futures align with their goals.Recognised for industry excellence through awards like Victorias Top Ten Advisers and Million Dollar Round Table memberships, we maintain affiliations with leading institutions such as Synchron Advice Pty Ltd. Our approach combines deep industry knowledge with a commitment to understanding each client's unique circumstances, offering strategic guidance that adapts to evolving financial landscapes.
Services
Life Insurance
Superannuation Advice
Retirement Planning
Income Protection
Business Insurance
Trauma Insurance
TPD Cover
Family Protection Plans
Wealth Creation Strategies
General Insurance Referrals
Highlights and features
- We offer over 20 years of experience in financial advisory services.
- Our team delivers tailored solutions aligned with client goals.
- Recognised as Victorias Top Ten Advisers by AIA Australia.
- We maintain transparent, client-first advisory practices.
- Affiliated with Synchron Advice Pty Ltd, a licensed financial services provider.
Associations and certifications
- Australian Financial Services License (AFSL)
What people say
Peace of mind
Explained the process
Tailored solutions
New migrants support
Long-term relationships
Services
Life Insurance
Life Insurance provides financial protection through lump sum payments upon death or terminal illness diagnosis. This critical coverage ensures beneficiaries maintain financial stability during difficult times. Our advisors help clients select appropriate coverage levels and policy structures tailored to their family's needs while considering affordability and long-term objectives.
Superannuation Advice
We offer comprehensive guidance on superannuation strategies including fund selection, contribution optimisation, and tax-effective planning. Our expertise covers salary sacrifice arrangements, government co-contributions, and inter-dependency relationships to maximise retirement savings. Clients receive personalised recommendations aligned with their retirement timelines and financial goals.
Retirement Planning
Our retirement planning services integrate wealth protection, investment strategies, and cashflow modelling to create sustainable income streams. We specialise in transition-to-retirement strategies and pension structuring that balances growth potential with capital preservation. Clients benefit from tailored roadmaps ensuring financial security throughout their retirement years.
Income Protection
Income Protection policies replace up to 75% of earnings during temporary work incapacity due to illness or injury. We design coverage that aligns with employment circumstances and debt obligations while considering tax-deductible premium options. Policies are structured to maintain living standards during recovery periods without compromising financial stability.
Business Insurance
We provide tailored insurance solutions for business owners including business expense coverage and key person protection. Our strategies protect against operational disruptions from unexpected events while ensuring continuity during recovery periods. Self-employed professionals and small business owners receive customised risk management frameworks aligned with their enterprise's specific needs.
People
Kenneth Weerasiri
Principal Financial Advisor
With over 20 years' experience, Kenneth specialises in financial planning for families and business owners. A nine-time Million Dollar Round Table member, he focuses on creating client-centred solutions that prioritise long-term financial security through transparent advisory practices.
Haren Weerasiri
Para Planner/Admin
Haren assists clients with superannuation and risk management strategies. His expertise extends to portfolio analysis and establishing trusted relationships, focusing on long-term wealth building through careful financial planning and insurance solutions.
Kokila Weerasiri
Admin Manager
Kokila ensures efficient administrative operations while maintaining a client-focused approach. Her organisational expertise contributes to the smooth delivery of financial services, supporting advisors in providing timely and professional client solutions.
Binny Dhillon
Client Service Team Member
Bilingual in English and Hindi, Binny provides culturally sensitive support to clients. Her focus on relationship-building and understanding diverse financial needs enhances the firm's ability to serve Melbourne's multicultural communities effectively.
Questions
What financial services do you specialise in?
We specialise in life insurance, superannuation advice, retirement planning, income protection, and business insurance solutions tailored to individual and family needs.
Are your advisors qualified?
Yes, our Principal Advisor holds AFSL accreditation with over 20 years' experience, including industry awards and Million Dollar Round Table memberships.
Do you offer obligation-free consultations?
Yes, we provide initial obligation-free meetings to discuss your financial goals and develop appropriate strategies.
How do you personalise financial plans?
We conduct comprehensive assessments of clients' financial situations, objectives, and risk profiles to create customised wealth protection and retirement strategies.
What areas do you service?
We primarily serve Tarneit, Melbourne, and surrounding Victorian regions with tailored financial advisory services.
Can you assist with business financial protection?
Yes, we offer business expense insurance and key person coverage to protect commercial operations against unexpected disruptions.
Reviews (3)
Shuaibu Abdul Duzuwa
Nov 02, 2021
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Appreciation appreciation appreciation, With MRS Gabriella Donald I sincerely appreciate your efforts for helping me to doubled my invested deposit to something else. in 7 working day's. That's was awesome and unbelievable too. Now I see why everyone recommended you everywhere on Fb. Email address : Gabrielladonald540@gmail.com Whatsapp number : +14235973142 Remain blessed ma'am.
Mark Scott
Oct 28, 2021
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Eugene Bam
Jan 19, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
This company is very good. Kind and caring Staff. They are really good.
This company is very good. Kind and caring Staff. They are really good.
