Live Well Financial Planning
59 Canterbury Road, Canterbury, Victoria 3126
About the Business
Welcome to Live Well Financial Planning, your trusted partner in managing your financial future. Located in the heart of Canterbury, Australia, at 59 Canterbury Road, our institution is a well-established hub for all your accounting, finance, insurance, and overall financial planning needs.
At Live Well Financial Planning, we understand that every individual has unique financial goals and aspirations. Our dedicated team of experienced professionals is committed to providing personalized solutions tailored to your specific needs, ensuring that you can achieve your financial objectives with confidence.
As a leading accounting establishment, we offer comprehensive services to help you effectively manage your finances. Whether you require assistance with tax planning, bookkeeping, or financial statement preparation, our skilled accountants are here to guide you through the intricacies of the financial world.
Moreover, we are an authorized finance and insurance agency, equipped with the knowledge and expertise to assist you in securing the best financial products and insurance policies. Our team works closely with reputable financial institutions and insurance providers, ensuring that you receive the most suitable options tailored to your requirements.
At Live Well Financial Planning, we prioritize building long-term relationships with our clients. We believe in transparency, trust, and open communication, which are the pillars of our institution. Our dedicated advisors take the time to understand your unique circumstances, enabling them to develop personalized strategies that align with your financial goals. We are committed to providing you with the highest level of service and support throughout your financial journey.
Conveniently located in Canterbury, our institution is not just a financial planning firm but also a point of interest in the community. We are proud to be an integral part of Canterbury, contributing to the growth and prosperity of the local area.
Whether you are an individual seeking financial guidance, a business owner looking to optimize your financial operations, or simply exploring insurance options, Live Well Financial Planning is here to assist you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Contacts
59 Canterbury Road, Canterbury, Victoria 3126, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"David has been fantastic to deal with. He is very knowledgable and has offered us excellent guidance with our investments."
"Highly recommend John Blyth re his professionalism and knowledge in Financial planning for our retirement John has an abundance of experience offering financial options and strategies in being able to address our current situation and needs. We are continually updated, he is very clear in his explanation of our financial plan; very approachable, positive and punctual Thanks John for your ongoing support I feel very comfortable and secure."
"Highly recommended. This is quite a complex topic for me and I’m very glad I had David to help guide me through it. He’s very knowledgeable, with a wealth of financial experience and quick to reply with any questions I had. Very happy client."
"We were referred to David from an acquaintance and it’s been the best decision we made to have David help us with our finances following the sale of our home last December. We TRUST him implicitly. We look forward to a long relationship with David over the next years"
"I highly recommend David for financial advice. He is very approachable, takes the time to understand financial needs and has valuable advice allowing me to make an informed decision"
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