CORE SERVICES

Superannuation

Money in super is taxed in different ways to your other investments. It’s designed to reward you for investing for the long term. Diversified Financial Planners‘ have great experience in Superannuation.
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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
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Self Managed Superannuation

The benefits of SMSFs include greater control over your super, flexibility and choice. We have an SMSF SPECIALIST ADVISOR™ with the SMSF Professionals Association of Australia (SPAA). Discuss your requirements now.
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Wealth Protection

Insurance is the foundation of all financial plans. Diversified Financial Planners, can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Investments

Thanks to better health care we are living longer. This means that some Australians will spend more time in retirement than in the work force. You’ll need money to fund your retirement – and a fair bit of it.
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Home Loans

According to research from the Reserve Bank in its 2004 annual report, Australia enjoys one of the greatest home ownership rates in the world. But in a time of high house prices how do you make this great Aussie dream a reality?
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Plan Now For Your Future

Our aim is to work together with you to establish, protect and grow your wealth. We are committed to the highest quality financial advice, with a client focus, based on integrity, commitment, transparency and the highest level of industry knowledge.

Free Consultation

Your privacy is important to us and AMP Financial Planning Pty Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9770 6499 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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FEATURE ARTICLES

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WHAT OUR CLIENTS SAY

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different from yours. Consider your circumstances before deciding what’s right for you.

WHO WE SUPPORT

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  • Bandara Project
  • Cancer Council Victoria
  • Frankston Primary School
  • Local Business