“We just wanted to congratulate you on 40 years of providing wonderful, fulfilling and successful financial planning for those of us in the wilderness of financial investing. We first walked through Moneyplan’s doors while they were situated in an upstairs office in Moonee Ponds, and we dealt with Peter Dunn. His advice and patience with 2 novices was comforting and informative and also gave us a feeling of having made the right decision in regards to our financial future, which at the time seemed such a long way away.

Now here we are, retired 4 years and living off of the successful implementation of years of investment decisions and strategies by the Moneyplan team. I remember so many changes and adjustments to our portfolio as time and life changed around us, always making sure that we were secure in those processes and well informed.

Realising that our portfolio is there funding the lifestyle we choose is so much more comforting than worrying about $ value at any given moment, as we can’t control every element that affects our finances.

Being well off is indeed being able to happily and freely partake in the adventures and interests that we choose, knowing that we have the financial structure to do so and that is in no small way due to the expertise and sound investing by Moneyplan on our behalf over all those years.

Once again, Congratulations on 40 years of service to your clients, and thank you for the difference that walking through those doors all those years ago has made to our future.

May many more generations of investors benefit from choosing Moneyplan as their financial advisors.’’

- G & J Beer, VIC

OUR VALUE TO YOU

Trusted Wealth Advice Since 1985

For over 40 years, we have helped individuals and families navigate life's financial decisions with greater confidence and clarity.

We understand that wealth is not an end in itself. It is a means to living the life you want, supporting the people you care about and pursuing the opportunities that matter most to you. Our role is to help simplify complexity, coordinate your financial affairs and provide trusted guidance as your circumstances evolve over time.

Our advisers provide a comprehensive range of wealth management and financial planning services, including:

Your Adviser. Our Expertise.

Exceptional advice is rarely the work of one person.

While you'll work closely with a dedicated adviser, you'll also benefit from the collective knowledge, experience and support of the broader Moneyplan 20+ person team and our trusted professional network.

Our collaborative approach allows us to bring together a diverse range of expertise to help you make informed decisions, navigate complexity and stay focused on what matters most.

The result is a more comprehensive, coordinated and personalised advice experience, providing confidence that your financial affairs are being managed with care and attention.

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