STRATEGIC FINANCIAL ADVICE

Established in 1985 and therefore one of the longer standing practices in Australia, Moneyplan has a proud history of providing quality financial planning and wealth management. We are a friendly experienced team who aim to develop long term relationships by improving your financial position through personalised individual advice. We are fully committed to understanding what you want to achieve, what’s important to you and your personal values, so that we can develop strategies that are tailored to your needs.

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

We are a self licensed practice and not owned by any bank or product provider, this means that we are in control of the services, strategies and products recommended. 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

F: [03] 9374 1655
E: finance@moneyplan.com.au

➤ NORTHCOTE

1/48 High Street
Northcote VIC 3070
☎ [03] 9489 2154

F: [03] 9489 0155
E:  rick@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 30 years we have been helping individuals and families keep their financial affairs in order, so that they can spend more time on what’s important to them. Our financial planning team provide a wide range of services and knowledge that can be applied to individual client needs including:
 

FINANCIAL PLANNING SERVICES

Some of the key areas of our financial planning expertise:

  • Budgeting and cash flow  
  • Debt management
  • Wealth protection
  • Wealth accumulation
  • Tax effective strategies
  • Superannuation and SMSF’s
  • Retirement planning
  • Estate planning
     

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WEALTH MANAGEMENT

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

  • Investing to meet objectives and outcomes
  • Capital preservation
  • Maximising investment return
  • Diversification across asset classes
  • Active management to minimise risk
  • Collaboration with external investment specialists
  • Investment reporting

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AGED CARE SOLUTIONS

Helping guide you through the Aged Care maze including:

  • Help navigate the process
  • Funding options
  • Family home options
  • Minimising costs
  • Maximise entitlements
  • Structuring finances for cash flow
  • Making informed decisions
  • Completing paperwork
     

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MEET THE ADVICE TEAM

At Moneyplan we provide a friendly environment. This helps our clients feel relaxed and comfortable, knowing that our advisers have both the knowledge and desire to understand our clients real needs, values and aspirations.