Financial Adviser in Melbourne
Helping you create the right financial strategy based on your needs, goals, and investment preferences.
Want peace of mind that you’re on track to meet your long-term
financial goals? Need clarity on what your next financial move
should be?
Whether you’re approaching retirement or simply thinking about your
future now, through personalised financial advice, we help take the
stress away from what money can cause, maximising your finances and
getting it working for you to help achieve your long-term goals.
Hi, I’m Andrew. A Financial Adviser in Melbourne.
- Bachelor of Business
- Diploma of Finance
- Graduate Diploma in Applied Finance
- Self-managed Super Fund Advisor
With the amount of content available online, it can be information overload. Not knowing which advice is right for their personal circumstance is a huge struggle that the average person down the road will face, and that’s exactly where I come in to help.
With over 20 years of experience in financial advising in Melbourne, I’ve blended my love for numbers with a passion for helping people into pretty much my dream job. Day to day, I get to help people navigate the many financial decisions and investment market cycles that they will face over the course of their life, reducing stress and giving them certainty in areas they didn’t think possible.
Does this sound like what you’re looking for?
Looking for a trusted financial planner in Melbourne?
Financial Advisor Melbourne
What we’ll help you achieve
Clarity on where you are now and where you’re heading.
‘When do you want to retire?’
‘Where do you want to holiday?’
‘How much money will you need?’
We ask the right pointed questions to help you define exactly
what you want to achieve with your finances, both short-term and
long-term. With clearer goalposts, we can then help you choose
the right game plan.
Areas of financial planning we can help you with
Financial advice for now and later.
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Retirement Planning
Feel certain about retiring.
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Wealth Creation
Set yourself up for security and success.
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Superannuation
Be confident in your contributions.
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Self-managed Super
Discover if it’s suited to you.
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Cashflow Management
Manage your money now to reap the benefits later.
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Property Investment Planner
Invest in property at the right time.
Sophisticated financial modelling to help you work out your numbers.
Based on your current situation, future goals, and financial strategies available, we can help you forecast your financial future and either give you certainty that you are on track or give you the awareness and strategies to get you on track.
Need help creating financial certainty?
Here’s how we’ll do it together…
Let’s take the journey together.
Why choose us – our company values
Simplifying the complex
For many, the world of finance, superannuation & tax can almost
be another language. Through our discussions, we’ll focus on
tailoring financial education to your past experience and
knowledge.
Personal advice
One size does not fit all. Personal advice will vary between individuals, which is why each strategy will be customised according to your personal investment preferences, risk tolerance, personal circumstances, and financial goals.
Honest conversations
Unfortunately for some, not all financial goals are achievable. Instead of telling you what you want to hear, we may have to have a difficult conversation about what is achievable. In this, we’ll help you prioritise the most important things for you and your family and adjust your strategy accordingly.
A positive nudge
Procrastination is often the root cause of people never achieving personal financial certainty. Time is an important ingredient in doing what we do effectively, so a phrase such as “We wish we had of ……” is something we’d like to avoid. If taking action now is in your best interest, we’ll strongly encourage taking any steps to improve your financial position.
FAQ
“What if I don’t know much when it comes to my finances?”
Whether you’ve taken an active interest in managing your finances and have been interested in creating financial certainty for a while, or it’s your first time thinking about it more deeply, our approach to helping you gain clarity on your finances is honest, conversational and non-judgemental. We understand not everyone comes to us with the same knowledge, so our job is to simplify the complex for you. All questions are valid questions. We are here to answer them all. We’re here to unpack it all.
“How much does a financial advisor in Melbourne cost? And are financial advisor fees tax deductible?”
By jumping on a no obligation 1:1 call, we can get a clear picture of what you need. In this call, we are transparent about our fees so you can be clear on the costs involved before choosing to move forward.
In terms of tax deductibility, your super fund may be able to cover any advice related to your super or retirement planning. Ongoing advice may be tax deductible, but you will need to check with your accountant.
Is financial advice for individuals or businesses?
At Creating Financial Certainty we focus on helping individuals & couples create their own financial certainty.
What stage of life should I seek financial advice?
There’s an old saying that the best time to plant a tree is 40 years ago and the second best time is now. If your not on track to meet your financial goals then the key is a personalised strategy and time.
So, if you’re an established professional or some who’s starting to think about retirement then Creating Financial Certainty can help you achieve your financial goals.
How much do I need to retire?
This answer will vary significantly. Before we try to answer this question you need to ask yourself what do you want your lifestyle to look like in retirement and how much will that cost.
Then we look at whether your entitled Government support through the Age Pension, your investment strategy and what age you’d like to retire.
Once all this is established we use our sophisticated modelling software to calculate how much you may need along with a strategy to build the necessary nest egg.
