1366 Invest found in Melbourne Greater Metro

What we are all about 1. Delivering what we promise 2. We won't bamboozle you with jargon 3. Transparency of fees 4. Strategy not product Delivery - When we make a commitment to you, we expect to deliver; we will return your calls and emails and provide you with a superior customer service experience, both initially and during our relationship. Confidence - It is important that you understand your individually developed strategy. It is our intention to provide you advice in a clear and concise manner; we will continue to work with you closely to ensure you are confident about your strategy, prior to proceeding. Transparent - Our clients are charged a fee for advice and ongoing fees in line with the complexity of the advice, the time taken to prepare, implement and manage the strategies, and the value the advice brings to you (which we will clearly demonstrate). All fees / costs are clearly disclosed to you in writing. Strategic - We seek to help our clients achieve their lifestyle goals by ensuring they take advantage of the best strategic advice available, we are not tied to any particular product provider which ensures that we focus on strategy first and then, with the help of quality independent research, select superior investments and personal insurances. Topaz Financial Group is the collaboration of WealthCare Financial Solutions and Victoria Wealth Management. Principals Hari Maragos & Shaun Thatcher are well experienced Certified Financial Planners specialising in Self-Managed Superannuation Fund advice, Retirement Planning, Wealth Creation and protection advice and, Aged Care entry advice. Our practice is conveniently located in Briar Hill, between Eltham & Greensborough. Read more

Topaz Financial Group

Suite 4, 18 Sherbourne Rd, Briar Hill, VIC, 3088

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

“Recently Shaun helped me with financial planning as well as dealing with some official bodies. Than...”

sponsored listing

Investing

New

2 Reviews

(03) 8370 8510

Our purpose is to help Australians to create a brighter financial future. Anne Street Partners is one of Australia’s leading, privately owned wealth management organisations. Our mission is to deliver the best financial and investment solutions that meet the immediate and future lifestyle needs of our clients, with a quality of service that delivers the spirit of the group. Our values include quality, integrity, teamwork and empathy. Choosing a financial adviser is a significant decision in your financial future and wellbeing. It’s a financial adviser’s role to take the time to understand your situation, goals and objectives and empower you with knowledge and advice that you can trust. At Anne Street Partners we believe good financial advice is provided by a strong team of industry professionals with the expertise and experience to provide a holistic approach to quality financial advice. Our in-house specialists create comprehensive financial strategies that are tailored to each individual client’s specific needs. Our ultimate aim is to assist with the creation and protection of our clients’ wealth. Our approach considers each position on their own merits and we utilise our efficient, integrated service model to deliver a greater overall result. Our Holistic Range Of Services: Financial Advice Investment Choices Home Loans Personal Insurance Superannuation Self-Managed Superannuation Funds (SMSF) Tax Solutions Read more

Anne Street Partners Financial Services Pty Ltd

Suite 5.02, Level 5, 360 Collins St, Melbourne, VIC, 3000

Open today

Mon

8:30 am - 5:30 pm

Tue

8:30 am - 5:30 pm

Wed

8:30 am - 5:30 pm

Thu

8:30 am - 5:30 pm

Fri

8:30 am - 5:30 pm

Sat

Closed

Sun

Closed

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

(03) 9650 5281

Meridian Wealth Management is a privately owned financial advisory and wealth management firm located in the Melbourne CBD. Meridian Wealth Management operates under its own Australian Financial Services & Credit Licence No. 446448 ensuring that all advice provided is 100% independent of any bank or insurance company. Since 2004, Meridian Wealth has continued to service and support clients through their life stages and investment journey to help them make the right financial decisions at the right time. We are not a multi-national bank or a massive investment management vehicle, but we are exceptional at what we do and have the experience in doing it for you. WHO WE ADVISE Meridian Wealth Management currently advises executives, professional sports people & athletes, expatriates, families, high net worth clients, investors and small businesses to protect, grow, manage & distribute their assets. WHAT WE ADVISE ON We provide strategic advice in all areas of financial planning. This can be achieved through efficient cashflow management, well researched strategies and, the use of structures for control and risk management to protect your lifestyle and financial security We provide professional and personalised advice on the following: - Cash Flow Management - Debt Management and Budgeting - Superannuation - Corporate, Personal and Employer - Self Managed Superannuation Funds (SMSF) - Investment and Retirement Planning - Personal and Business Insurances - Business Succession Planning - Estate Planning - Securities (Shares and Managed Funds) - Executive Share & Options - Managed Discretionary Account Services (MDA's) - Significant Investor Visas (SIV's) We can also facilitate access to: - Local and International Banking - Mortgage broking - Commercial financing and leasing - Legal - Taxation, Accounting and Business Advisory Services Read more

Meridian Wealth Management

Level 8, 230 Collins St, Melbourne, VIC, 3000

Open today

Mon

9:00 am - 5:00 pm

Tue

9:00 am - 5:00 pm

Wed

9:00 am - 5:00 pm

Thu

9:00 am - 5:00 pm

Fri

9:00 am - 5:00 pm

Sat

Closed

Sun

Closed

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

8 Reviews

(03) 8648 6505

Fortune Wealth Creation Group is an award winning financial planning firm for all your financial needs including your investments, superannuation, personal insurance & tax planning. Rashesh is highly respected in the industry, peers and his clients due to his expertise and supportive nature. Achievements: Best Service Quality Award, 2012, 2013, 2014, 2015 & 2016 Became a proud member of Million Dollar Round Table (MDRT) Club, 2014 & 2015 Featured as an expert on national news channel ABC24, 2015 Represented in Australian delegates team at Vibrant Gujarat, India 2015 Profiled in Who's Who magazine for Indian Community in Melbourne 2012, 2013, 2014 & 2015 Shared the stage with other industry experts at Trade & Investment Expo in Melbourne, 2013 Top 5 Finalist in AFA Excellence in Education Award, July 2013 Nominated for the Rising Star of the year, Oct 2012 Winner of Best Business Awards in Financial Planning in Melbourne, 2012 Meeting with Australian leaders: Rashesh has met with John Howard, Peter Costello, Kevin Rudd and Bill Shorten. One on meeting with Bill Shorten to discuss the key issues of Australian families. 5 Star Client Satisfaction: Our organisation is built upon your trust, satisfaction and your recommendations. Click here to see what our clients say about us. Kinds of people Rashesh works with: Professionals/Executives, Doctors/Specialist, Engineers, IT Professionals and Business owners. Area of expertise: Goals setting and high level strategic advice. Investments and Portfolio Management Superannuation & Retirement Planning Personal Risk Insurance (Life, TPD, Trauma, Income Protection) Tax Planning Initial complementary comprehensive financial planning consultation . Read more

Fortune Wealth Creation Group

Level 13, 200 Queen St, Melbourne, VIC, 3000

Open today

Mon

9:00 am - 5:30 pm

Tue

9:00 am - 5:30 pm

Wed

9:00 am - 5:30 pm

Thu

9:00 am - 5:30 pm

Fri

9:00 am - 5:30 pm

Sat

11:00 am - 2:00 pm

Sun

Closed

Deals available

“I am a young accounting graduate, I was looking to broaden my options to create wealth and have secu...”

sponsored listing

Investing

New

1 Review

1800 198 993

“The best time to see Mary and her team is 20 years ago the second best time to see her is now. If y...”

Plan4Wealth

46 Main St, Pakenham, VIC, 3810

Deals available

sponsored listing

Investing

New

StatePlus

Melbourne, VIC, 3000

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

(03) 9906 5000

JBWere

Level 16, 101 Collins St, Melbourne, VIC, 3000

Deals available

Financial Services

Be the first to review this business - Write a review

sponsored listing

Investing

New

(03) 9761 5333

Cogar Pty Ltd

8 Southfork Dr, Kilsyth South, VIC, 3137

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

Super Concepts

Level 4, 295 Springvale Road, Glen Waverley, VIC, 3150

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New

1800 100 320

Genesys Wealth Advisers - Zest Wealth Advisers Pty Ltd

Level 28, 459 Collins St, Melbourne, VIC, 3000

Deals available

Be the first to review this business - Write a review

sponsored listing

Investing

New