Flinders Wealth | Financial Adviser | Melbourne & Mornington 170 Elgin Street, Carlton, Victoria 3053
About the Business
Welcome to Flinders Wealth, your trusted financial adviser in Melbourne and Mornington. Located at 170 Elgin Street in Carlton, our establishment is dedicated to providing a smarter approach to planning your financial freedom.
At Flinders Wealth, we prioritize your interests by avoiding any conflict of interest. Unlike other institutions, we don't recommend in-house products, ensuring that our advice is unbiased and tailored to your specific needs. Our team of advisers holds degree and postgraduate qualifications, and are CFP® professionals, guaranteeing a high level of expertise and professionalism.
Our main objective is to help you organize your finances so that you can focus on the things that truly matter to you. We will work with you to develop a tailored Roadmap for your money, providing you with a step-by-step list of action items to help you feel positive about your future. We are committed to working with clients who are interested in making smart choices with their money and achieving financial stability.
What sets us apart is that we are not owned or controlled by any financial institution. This means that we are not influenced by banks, life insurance companies, fund managers, or superannuation providers. We also do not accept investment commissions, ensuring that our advice is always in your best interest.
With Flinders Wealth, you can trust that you are receiving reliable and trustworthy financial advice. Our services extend across Melbourne, the Mornington Peninsula, and Regional Victoria, catering to clients in various locations.
In recognition of our expertise, Flinders Wealth has been featured in the Sydney Morning Herald, where we discussed the topic of downsizing and reinventing retirement. You can find the article on the following link: [insert link]
We are proud to be a financial planning practice with an Australian Financial Service Licence (AFSL) 435 808 and ABN 96 161 443 769. Our services encompass various aspects of financial planning, including Superannuation, SMSF, Income Protection, Life Insurance, Investments, Direct Shares, Tax, and Estate Planning.
Choose Flinders Wealth as your financial adviser and let us guide you towards a secure and prosperous financial future. Contact us today to schedule a consultation and take the first step towards financial freedom.
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Location & Phone number
170 Elgin Street, Carlton, Victoria 3053, Australia
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Michael and Nick are the epitome of professional, accessible Financial Planners who are genuinely committed to their clients' financial security and prosperity. A outstanding financial planning firm which provides tailored and effective options to suit individual goals and needs. Utilizing a financial planner is important but trust and comfort in the relationship is also imperative. You will not go wrong with Flinders Wealth - I highly recommend you speak with Michael and Nick!"
"We have been with Michael & Nick at Flinders Wealth for 3 years since taking early retirement and are very satisfied with their management of our financial assets. Their service is friendly, efficient and meets our needs. We would have no hesitation in recommending them to our friends and colleagues."
"Flinders Wealth Financial Planners are a proficient and extremely approachable business. We have been working with Nick and Michael for many years and warmly embrace their specialised knowledge. They are always accommodating, friendly, supportive and very aware of our portfolio and the opportunities that will best benefit our long term retirement plans. Nick and Michael demonstrate excellent time management skills and their customer service skills are of an extremely high order always responding to queries within a timely manner whilst constantly considering our needs. We are extremely happy with Flinders Wealth and the financial advice we have received as we approach our retirement years. We could not be happier with Nick and Michael - Thank you."
"I believe that a good Financial Planner will do wonders for ones wealth. The issue is whether you are able to find a good Financial Planner. Having engaged Nick and Michael from Flinders Wealth, I was exceptionally impressed with their knowledge and the fact that they take the time to fully understand my situation and what was important to me. They are very approachable and easy to talk to.They put together a Financial Roadmap and are very patient in explaining the Financial Roadmap to ensure that I understood every steps of the way. With Flinders Wealth by my side and taking care of my financial future, I can rest assure and spend more time on the more important things in life. I highly recommend Flinders Wealth and am confident that they are the Financial Planner that you have been looking for."
"A good Financial Planner is someone who is trustworthy, easy to talk to, understand your needs and wants as well as maximise the return of your investment. Those characteristics and values are clearly displayed by both Nick and Michael of Flinders Wealth. I am feeling confident and positive about my Financial future. I would happily recommend their excellent expertise to my family and friends."
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