Financial Planning & Wealth Creation

Financial planning is more than just simply providing advice on investment products. It is a comprehensive process which takes account of your existing circumstances, helping to define your goals and priorities, so that appropriate and suitable financial strategies can be put in place to achieve your objectives be they to   purchase of a business or property, to save for children's education and overseas travel or to finance a fulfilling and happy retirement.      

Our strategies may encompass regular savings plans, superannuation and retirement planning, tax and estate planning as well as investment and risk management.  

Financial planning is also a continuous process which must take into account changes in your needs, goals and priorities and the changing financial environment to ensure that your financial and investment strategies continue to be relevant.

Why Us

As professional accountant and authorised financial planner, we believe we are in an excellent position to assist in determining appropriate financial strategies to meet your objectives and provide ongoing advice and assistance. 

Our Partner, Clement Teo is an authorised representative of HNW Planning Pty Ltd (Australian Financial Services Licence Holder Number 225216). HNW Planning focus on providing accounting firms, like ours, with the research and technical support required to provide the very best in financial planning advice. To visit the HNW Planning website click  here.

Clement can help you identify, develop and implement appropriate financial strategies to meet your particular needs and circumstances. 

If you would like a no obligation first meeting with Clement, please call (03) 9763 8989.  

The First Meeting 

To make the most of the first meeting, it would be beneficial if you could spend time filling out our Client Data Form which can be downloaded from this page. 

These fact finder documents enable us to make an initial assessment of your financial situation so that we can focus on your specific needs and objectives during the meeting. 

The information provided in these fact finder documents will be strictly confidential and will only be used for the purposes of preparing your Statement of Advice.   

Should you decide to proceed with a financial plan, all fees will be explained to you thoroughly in advance. 

We look forward to meeting you soon.