Financial Planner ST Kilda
10 years of experience
We are best financial planners in St Kilda
We are an independent company with clients all over Australia. We help our valuable clients create lifetime financial strategies that aim to deliver peace of mind and financial freedom.
Planning for peace of mind
Our firm was established on the belief that the only way we could be truly independent, was to work on a time based fee basis (first consultant is free), in the same way as accountants and solicitors.
Our fee based approach means that the advice we provide is as it should be, free from any product or commission bias. It also means that we are never reluctant to recommend solutions that do not involve the payment of any commission at all.
Want to find out more about how you can create a better plan for life?
To get you started, book our free one-to-one strategic financial session below or just call us on 0468 699 099 and we’ll take care of the rest.
What makes us different?
Our approach to Financial Advise at Preston is based on our client’s needs and is strategically based; that is, we develop solutions to place our clients in their best possible financial and lifestyle position. The selection of products is very much a secondary decision. We will seek out the best value method of achieving your goals and are constantly discussing new products with providers to re-evaluate our decisions.
We determine strategies that are:
- Inflation protected
- Focused on the achievement of all of our client’s goals
- Tax effective
- Best value
- Yield focused