Lime Financial Planning 425 Burwood Highway, Wantirna South, Victoria 3152
About the Business
Welcome to Lime Financial Planning, a premier establishment located in Wantirna South, Australia. Situated on Burwood Highway, our institution is a finance point of interest that aims to assist individuals and businesses in achieving their financial goals.
At Lime Financial Planning, we understand that managing your finances can be a daunting task. Whether you are planning for retirement, saving for your dream home, or looking to grow your investments, our team of experienced financial advisors is here to guide you every step of the way.
Our institution is dedicated to providing personalized financial solutions tailored to your unique needs and aspirations. We believe in building long-term relationships with our clients, based on trust, transparency, and integrity. Our team takes the time to understand your financial situation, goals, and risk tolerance, ensuring that the strategies we recommend align with your objectives.
With a wealth of knowledge and expertise in the finance industry, our advisors are equipped to provide comprehensive advice on a wide range of financial matters. From investment planning and wealth management to retirement planning and estate planning, we offer a holistic approach to help you navigate the complexities of the financial landscape.
What sets Lime Financial Planning apart is our commitment to staying abreast of the latest market trends and regulations. Our team continuously monitors economic indicators and market conditions to provide timely advice that is in your best interest. We believe in empowering our clients with the knowledge and tools necessary to make informed financial decisions.
Located in the vibrant community of Wantirna South, our institution offers a warm and inviting atmosphere where you can discuss your financial goals in a comfortable setting. Whether you are an individual, a family, or a business owner, Lime Financial Planning is here to help you achieve financial success.
Take the first step towards a brighter financial future. Contact Lime Financial Planning today to schedule a consultation with one of our experienced advisors. Let us be your trusted partner on the journey towards financial security and prosperity.
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
"I highly recommend (a) using a financial planner to put in place your personal insurances life, TPD, income etc (b) using Nathan Fradley to do so. Reasons include (1) I like Nathan’s independent fee structure which gave us the option to pay no fees but he receives commission from insurer- or - to pay the fee ourselves and receive a discount on the insurance premium payable. This gave me even more confidence in receiving independent advice which wasn’t incentivised for higher levels of cover; (2) when we were faced with decisions on levels of cover and were unsure what to do, it was great that Nathan pushed us in the right direction / told us what he would do; (3) Nathan went above and beyond in trying to secure insurance despite previous medical history; (4) it was great we were aligned on the goal over time to reduce insurance, rather than having insurance for insurance sake. Insurance is complex- I cannot recommend highly enough using a financial advisor who knows what to look out for in terms and conditions, tax impacts and takes into account your own personal financial situation in determining recommendations."
"Nathan is just an outstanding human being! He is so knowledgeable and didn't just tell me things I wanted to hear. He guided me towards goals that I wanted to work towards and is so realistic about everything! Can't wait to work with Nathan in the future and I am very keen to meet up with him at seminars that he will run for everyone of all ages. Truly a wonderful experience and definitely passing his details onto family and friends."
"Nathan is great! He sorted my life and income insurance, along with my share portfolio. Made it very easy to understand and follow. Could not recommend him any higher."
"Losing my partner and wanting to retire, l didn't know what to do, Nathan is helping me with my goal to be financially independent, and feel confident and secure about my future moving forward. He is professional, has integrity, caring, easy to talk to and very passionate about what he does. Highly recommend Nathan to anyone looking for financial advice"
"Nathan has been a great support. His timely, tailored and detailed financial advice has always been delivered with great care and expertise. I continue to use his services years later because I trust him. I highly recommend his services."
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