private wealth advice and management

Established in 1985 and therefore one of the longer standing practices in Australia, Moneyplan has a proud history of providing trusted, high quality private wealth advisory and wealth management.

We are fully committed to understanding what you want to achieve, what your ideal life looks like and what is important to you, so that we can develop a financial roadmap to achieve it. Our role is to help guide you to both identify and achieve your life goals, simplify your financial life, while continually optimising your financial situation over time.

We won’t just help manage your finances, we are your central point of contact, a sounding board for making informed decisions, your financial organiser and someone to rely on through life’s ups and downs.

The majority of financial planning businesses in Australia are either owned by and/or licenced through a product manufacturer (such as a bank, an insurer, an investment manager or superannuation/investment platform provider).

Since commencement in 1985, Moneyplan has always operated its own licence. We are what is known in the industry as ‘‘a self-licensed’’ and we are also 100% privately owned. In our view the key benefits of being self-licenced are:

  • We control how to operate and manage our business.

  • We control what services, strategies and products are recommended to you.

This ensures our advice is always in your best interests.

 

CONTACT US

➤ ESSENDON NORTH

Suite 22b, Level 2
80 Keilor Road
Essendon North VIC 3041
☎ [03] 9374 1133
E: finance@moneyplan.com.au

 

“We contacted Evelyn Ali of Moneyplan Australia and received an immediate, sympathetic and reassuring hearing. In clear, simple terms, Evelyn who was clearly expert and up-to-date, explained the relevant regulatory provisions including some significant upcoming changes. She provided first class advice on how to address the financing.”

- G Symons, VIC

OUR VALUE TO YOU

For over 35 years we have been helping individuals and families keep their financial affairs in order, so that they can spend more time on what is important to them. Our advice team provide a wide range of services and knowledge that can be applied to individual client needs including:
 

strategic planning and advisory

Some of the key areas of our financial advisory expertise:

  • Optimal allocation of surplus cash flow

  • Efficiently using debt

  • Risk Management - Protecting what is important (your life, income, family and assets)

  • Optimal tax structuring and tax effective strategies

  • Superannuation and SMSF’s

  • Planning for retirement

  • Estate and legacy planning

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private WEALTH MANAGEMENT

Managing the wealth of our clients since 1985 and focusing on:

  • Investing to meet objectives and outcomes

  • Capital preservation and risk management

  • Maximising investment return

  • Diversification across asset classes

  • Pro-active management

  • Collaboration with external investment specialists

  • Investment reporting and communication

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LENDING SERVICES

Moneyplan’s finance partner can assist you with:

  • First home buyers

  • Guarantor loans

  • Loan refinancing

  • Subsequent home buyers looking to upsize

  • First time and seasoned investors

  • Construction loans for homes and developments

  • Self Managed Super Fund lending

  • Commercial lending

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AGED CARE advice

Specialist expertise on:

  • Helping you navigate the process

  • Funding options

  • Family home options

  • Minimising costs

  • Maximising Centrelink entitlements

  • Structuring finances for cash flow

  • Making informed decisions

  • Completing paperwork

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MEET our advisers

Our advice team are highly experienced, well educated and importantly are passionate about delivering exceptional service. When working with Moneyplan you have a dedicated adviser, however we follow a team approach and therefore you the support of our 20+ team members as well as our external professional network.

Meet the Moneyplan team focused on helping you live your ideal life.