Financial Confidence for Life 

private wealth advice and management since 1985

For more than 40 years, Moneyplan has helped individuals, families and business owners make informed financial decisions and build lasting wealth.

We understand that financial advice is about more than money. It's about giving you the confidence to make decisions, the freedom to focus on what matters most and the peace of mind that comes from having a clear plan for the future.

We work alongside you to simplify complexity, coordinate your financial affairs and help you navigate life's opportunities and challenges with greater confidence.

More Than a Financial Adviser

We become a trusted partner in your financial life.

A sounding board when important decisions arise. A source of clarity when life becomes complex. A central point of coordination across your financial affairs.

Our role is not simply to provide advice, but to help you make better decisions over time and remain focused on achieving what matters most to you.

Privately Owned. Client Focused.

Since our establishment in 1985, Moneyplan has remained privately owned and operated under its own Australian Financial Services Licence.

This allows us to control how we deliver advice, the services we provide and the solutions we recommend, ensuring every recommendation is guided by your circumstances, goals and best interests.

Advice for the Long Term

The best financial outcomes are rarely achieved through a single decision. They are built through a lifetime of informed decisions, trusted guidance and ongoing partnership.

That's what we've been helping clients achieve since 1985.

 

CONTACT US

➤ ESSENDON NORTH

Suite 22b, Level 2
80 Keilor Road
Essendon North VIC 3041
☎ [03] 9374 1133
E: finance@moneyplan.com.au

 

“We just wanted to congratulate you on 40 years of providing wonderful, fulfilling and successful financial planning for those of us in the wilderness of financial investing. We first walked through Moneyplan’s doors while they were situated in an upstairs office in Moonee Ponds, and we dealt with Peter Dunn. His advice and patience with 2 novices was comforting and informative and also gave us a feeling of having made the right decision in regards to our financial future, which at the time seemed such a long way away.

Now here we are, retired 4 years and living off of the successful implementation of years of investment decisions and strategies by the Moneyplan team. I remember so many changes and adjustments to our portfolio as time and life changed around us, always making sure that we were secure in those processes and well informed.

Realising that our portfolio is there funding the lifestyle we choose is so much more comforting than worrying about $ value at any given moment, as we can’t control every element that affects our finances.

Being well off is indeed being able to happily and freely partake in the adventures and interests that we choose, knowing that we have the financial structure to do so and that is in no small way due to the expertise and sound investing by Moneyplan on our behalf over all those years.

Once again, Congratulations on 40 years of service to your clients, and thank you for the difference that walking through those doors all those years ago has made to our future.

May many more generations of investors benefit from choosing Moneyplan as their financial advisors.’’

- G & J Beer, VIC

OUR VALUE TO YOU

Trusted Wealth Advice Since 1985

For over 40 years, we have helped individuals and families navigate life's financial decisions with greater confidence and clarity.

We understand that wealth is not an end in itself. It is a means to living the life you want, supporting the people you care about and pursuing the opportunities that matter most to you. Our role is to help simplify complexity, coordinate your financial affairs and provide trusted guidance as your circumstances evolve over time.

Our advisers provide a comprehensive range of wealth management and financial planning services, including:

strategic planning and advisory

Some of the key areas of our financial advisory expertise:

  • Optimal allocation of surplus cash flow

  • Efficiently using debt

  • Risk Management - Protecting what is important (your life, income, family and assets)

  • Optimal tax structuring and tax effective strategies

  • Superannuation and SMSF’s

  • Planning for retirement

  • Estate and legacy planning

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private WEALTH MANAGEMENT

Managing the wealth of our clients since 1985 and focusing on:

  • Investing to meet objectives and outcomes

  • Capital preservation and risk management

  • Maximising investment return

  • Diversification across asset classes

  • Pro-active management

  • Collaboration with external investment specialists

  • Investment reporting and communication

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LENDING SERVICES

Moneyplan’s finance partner can assist you with:

  • First home buyers

  • Guarantor loans

  • Loan refinancing

  • Subsequent home buyers looking to upsize

  • First time and seasoned investors

  • Construction loans for homes and developments

  • Self Managed Super Fund lending

  • Commercial lending

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AGED CARE advice

Specialist expertise on:

  • Helping you navigate the process

  • Funding options

  • Family home options

  • Minimising costs

  • Maximising Centrelink entitlements

  • Structuring finances for cash flow

  • Making informed decisions

  • Completing paperwork

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Your Adviser. Our Expertise.

Exceptional advice is rarely the work of one person.

While you'll work closely with a dedicated adviser, you'll also benefit from the collective knowledge, experience and support of the broader Moneyplan 20+ person team and our trusted professional network.

Our collaborative approach allows us to bring together a diverse range of expertise to help you make informed decisions, navigate complexity and stay focused on what matters most.

The result is a more comprehensive, coordinated and personalised advice experience, providing confidence that your financial affairs are being managed with care and attention.

Meet the Moneyplan team focused on helping you live your ideal life.