Monash Financial Solutions
-
Suite 2, 49 Wadham Pde, Mount Waverley 3149 VIC
- 03 9888 3690
- Most companies specialise in some product or idea, we specialise in You and Your Ideas!
- State: Victoria
- Region: Melbourne Greater Metro
- Suburb: Mount Waverley
- Postcode: 3149
- Business Type: Investing
- Profile: Monash Financial Solutions is a Investing company located at Mount Waverley, Victoria Australia, address is Suite 2, 49 Wadham Pde, Mount Waverley 3149 VIC, postcode is 3149, you can contact Monash Financial Solutions by phone 03 9888 3690
- Description:
Most companies specialise in some product or idea; I specialise in You and Your Ideas. For over 24 years people have appreciated my experience and enjoyed confidence in the advice I have provided. I am well respected for the work I do in the pre-retirement, retirement and aged care phases of their lives and have received industry awards and recognitions. I provide value to you in many ways, including: Practical Value â?? I save you time and hassle preparing everything for you Financial Value â?? Helping you create wealth and stopping you becoming poor Emotional Value â?? keeping you in control and providing peace of mind Intrinsic Value â?? My 24 years of experience, study and knowledge is hard to find We offer a complete range of financial planning and investment services that provides solutions in all areas of your personal financial management. The advice we provide includes: Saving for retirement, moving into retirement, growing and protecting your wealth, moving into care, estate planning, life event management. We use structures that include: Industry, Retail and Wholesale Superannuation Funds, Self Managed Super Funds Retirement Income Streams, Investment Gearing, Master Trusts, Retail and Wholesale Managed Investments, Direct Shares, Socially Responsible Investments and retirement income streams. Together we can make a difference! - Services:
Investing
Service Options
SharesConsultingInvestment TrustsRetirement PlanningRolloversAsset ManagementInvestor EventsAnnuitiesPortfolio Management
- Registration Details:
- ABN: 65 007 119 557
Google Map of Monash Financial Solutions address: Suite 2, 49 Wadham Pde, Mount Waverley 3149 VIC.
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