We are not affiliated with any financial institutions and we do not accept any commission payments from product providers. We can therefore guarantee our advice is free of any influences. Best advice is what we stand for.
We work with singles, families and businesses and have clients in Melbourne, Sydney, Perth & Hobart.
Specialties
Comprehensive financial advice services including:
Goal Setting
Budgeting & Cashflow Management
Financial Strategies (e.g. tax minimisation)
Investment Strategy & Advice
Asset Allocation
Financial Structures (e.g. company, trust)
Asset Protection (e.g. divorce, bankruptcy)
Income Protection & Life Insurance
Business Insurances (e.g. key person, share purchase)
Business Succession Planning (e,g. retirement, death, disability, traumatic illness)
Government Entitlements (Centrelink)
Retirement Planning & Superannuation
Self Managed Superannuation Funds (SMSFs)
Estate Planning (e.g. Will's Power's of Attorney, Superannuation Death Benefit Nominations)
Financial Planning Expert is a Professional Practice as awarded by the Financial Planning Association of Australia (FPA). This designation is reserved for practices that meet the highest professional standards in financial planning.
Trent Alexander, the owner of Financial Planning Expert, is a Certified Financial Planner and sits on the Financial Planning Association's Professional Conduct Committee. The Committee is responsible for ensuring the appropriate regulatory framework is in place to support the professional practice of financial planning and ensure trust and confidence in financial planning among consumers. Trent is also a Specialist Advisor with the Self-Managed Super Fund Professionals' Association of Australia and is an Associate Member of the Tax Institute of Australia.
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Caulfield North, VIC, 3161
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