At Flinders Wealth we will get your financial affairs into shape – we can map out an Action Plan for your money, help you develop wise financial habits and put you on the path to financial independence.
Financial independence means different things to different people – we listen and identify the goals that are important to you. We want our clients to have peace of mind and confidence that they are on the road to financial security.
Flinders Wealth is independently-owned. Importantly, we are not owned or controlled by a bank, life insurance company, fund manager, superannuation provider or any other institution. Flinders Wealth does not accept investment commissions.
This ensures we are positioned to provide you with financial advice you can trust.
We want to work with clients who are interested in getting their finances into shape, making wise decision with their money and achieving financial independence. If this is you - we offer a no fee, no-obligation initial consultation for new clients.
Flinders Wealth services clients across Melbourne, the Mornington Peninsula and Regional Victoria.