Financial Planning in Melbourne North, Moreland and surrounding areas
A coach for your money!
Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.
Our financial adviser, Steven Wong, can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Having seen close friends go through financial hardship and the difference that getting the right financial advice can make, Steven is extremely passionate about planning sooner rather than later when it comes to goal setting.
Even if you’re pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!