Established in 1985 and therefore one of the longer standing practices in Australia, Moneyplan has a proud history of providing quality financial planning and wealth management. We are a friendly experienced team who aim to develop long term relationships by improving your financial position through personalised individual advice.
We are fully committed to understanding what you want to achieve, what's important to you and your personal values, so that we can develop strategies that are tailored to your needs. We won't just help manage your finances, we are your central point of contact, a sounding board for making decisions, your financial organiser and someone to rely on who will guide you through life's ups and downs.
We are fully committed to understanding what you want to achieve, what's important to you and your personal values, so that we can develop strategies that are tailored to your needs. We won't just help manage your finances, we are your central point of contact, a sounding board for making decisions, your financial organiser and someone to rely on who will guide you through life's ups and downs.
Services
The Team
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At Moneyplan we provide a friendly environment. This helps our clients feel relaxed and comfortable, knowing that our advisers have both the knowledge and desire to understand our clients real needs, values and aspirations. Garry joined Moneyplan in 1997, after more than 15 years in various roles within the financial services industry, he is an owner and the managing director of the practice.
Why Us
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From the outside looking in, most financial planning practices look very similar. While many firms are much the same, in our view it's the service and client experience that sets us apart. Since 1985 we've continually innovated and enhanced the way we deliver advice. We go above and beyond for our clients, taking the worry away from them, so that they can spend more time enjoying what's important in their life.
Our Advice Process
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The first step is for us to have an initial phone call, the aim of which is to ascertain why you're seeking advice and to determine if we are a good fit for each other. If we both agree it makes sense to move to the next phase, we will then proceed to booking an in person discovery meeting.
Our initial discovery meeting is at our cost, not yours and the purpose is to get to know each other, understand why you are seeking advice and what's important to you.As we continue to find out more about you, we will be in a better position to prepare the most appropriate advice to help you get the results you are looking for.
Our initial discovery meeting is at our cost, not yours and the purpose is to get to know each other, understand why you are seeking advice and what's important to you.As we continue to find out more about you, we will be in a better position to prepare the most appropriate advice to help you get the results you are looking for.
Financial Planning Services
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The advisers at Moneyplan are highly skilled and educated, for over 35 years we have provided comprehensive advice to a vast range of clients. We pride ourselves in adding significant value to our client's through our planning, advice and guidance. Our service will help guide you to both identify and achieve your life goals, while continually optimising your financial situation over time.
Wealth Management
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We will help you develop and stick to an investment plan that is tailored to your specific needs and objectives. The portfolio that we construct and manage on your behalf is designed to fund your long term financial plan.
Structure and strategy - Before placing investments we will consider the overall investment structure, which takes in to account areas important to your situation such as taxation, estate planning, cost, accessibility and the need for cash flow.Objectives and outcomes - We will develop an investment portfolio that is constructed to meet your specific needs and your desired outcomes.
Structure and strategy - Before placing investments we will consider the overall investment structure, which takes in to account areas important to your situation such as taxation, estate planning, cost, accessibility and the need for cash flow.Objectives and outcomes - We will develop an investment portfolio that is constructed to meet your specific needs and your desired outcomes.
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