At Flinders Wealth we help organise your finances so you can spend your time doing things that are more important to you.
We will develop a tailored Roadmap for your money – a step by step list of action items to get you feeling positive about your future. We want to work with clients who are interested in making smart choices with their money and getting their financial house in order.
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.
Flinders Wealth services clients across Melbourne, the Mornington Peninsula and Regional Victoria.