Financial planning is the process of meeting your lifes goals through the proper management of your finances. Your lifes goals may include buying a home, saving for your childrens education and planning for retirement.

Generally, developing a financial plan involves:

  • Accessing your personal circumstances, risk tolerance and financial needs;
  • Working out what you want to achieve, how you might achieve it and understanding any problems you might encounter along the way;
  • Investigating and deciding on the best way to make your money work for you.

We understand that no two situations are the same. Our team is dedicated to finding the best possible solution for your unique situation. If you’re looking for some personal attention and not just a product off the shelf, you will enjoy the service we can offer you.

Gippsland Office : 35 Hotham St, Traralgon, Vic, 3844 | Melbourne Office : Mooroolbark (PO Box 276, Chirnside Park VIC 3116) | Telephone : 03 5174 1233
Brent Van Der Wel (348-148) is an authorised representative of AIW Dealer Services Pty Ltd Australian Financial Services Licence No 414256.