Professional & ethical advice for every life stage

Everyone deserves the opportunity to optimise their financial position by engaging a professional financial adviser. A knowledgeable, experienced financial adviser will help you identify smart ways to grow your wealth and achieve your financial aspirations no matter what stage of life you might be in.

What area are you seeking advice?

Goal setting

Career success or transition, a growing family or changing lifestyle priorities are great opportunities to review your financial goals with an expert.

Tax effective investment

Investing for the future is fundamental to reaching the goals you’re setting out to achieve. Whether it’s paying off your home loan sooner, saving for your children’s education or dreams of a sunny holiday, it takes a plan to turn them into a reality. Investing can be much more than just a regular deposit into a bank account – by taking charge of your financial situation, you can magnify your savings and achieve your goals sooner.

Superannuation & Self-Managed Super Funds (SMSF)

The number of Self-Managed Super Funds continue to increase each year as more people elect to take control of their super.

With the stakes so high and large amounts of money involved, it is vital for you to have your finger on the pulse, whether you are considering a SMSF or not.

Wealth preservation & insurance

Over a lifetime, income is your greatest asset and the fuel for your financial goals. Sometimes when you least expect it, things can go wrong, so it’s a good idea to plan for the unexpected. By having access to a range of leading insurance providers, we are able to ensure that we can locate the right policy for you to ensure you & your family is protected from the unexpected.

Retirement planning

Planning for your retirement could be one of the most exciting phases of your life. After having worked so hard your whole life to get yourself into the best possible position, you have arrived at the point where you can consider a life after work and what your financial situation will look like when you cease working. We specialise in working with our clients to understand their specific situation as they approach retirement. We aim to understand the history that has brought you to this point and your plans, goals and dreams for the future. We aim to provide and implement a financial solution for you to achieve the goals you have set for your retirement.

We understand that every client is unique, and therefore we align our advice with an awareness of your personal values, financial needs and goals.

Take the next step today

Book a meeting with an adviser

DISCLAIMER: Financial Planning at our Cranbourne office is offered through our subsidiary Highview Wealth Solutions Pty Ltd T/AS Highview Accounting & Financial ABN 96 135 996 842. Highview Wealth Solutions Pty Ltd (Corporate Authorised Representative No 337009), Silvio Marinelli (Authorised Representative No 457162) and Bruce Chisholm (Authorised Representative No 1235025) of InterPrac Financial Planning Pty Ltd Australian Financial Services Licence No 246638. View the Financial Services Guide: