private wealth advice and management

Established in 1985 and therefore one of the longer standing practices in Australia, Moneyplan has a proud history of providing trusted, high quality private wealth advisory and wealth management.

We are fully committed to understanding what you want to achieve, what your ideal life looks like and what is important to you, so that we can develop a financial roadmap to achieve it. Our role is to help guide you to both identify and achieve your life goals, simplify your financial life, while continually optimising your financial situation over time.

We won’t just help manage your finances, we are your central point of contact, a sounding board for making informed decisions, your financial organiser and someone to rely on through life’s ups and downs.

The majority of financial planning businesses in Australia are either owned by and/or licenced through a product manufacturer (such as a bank, an insurer, an investment manager or superannuation/investment platform provider).

Since commencement in 1985, Moneyplan has always operated its own licence. We are what is known in the industry as ‘‘a self-licensed’’ and we are also 100% privately owned. In our view the key benefits of being self-licenced are:

• We control how to operate and manage our business.

• We control what services, strategies and products are recommended to you.

This ensures our advice is always in your best interests.

CONTACT US

➤ ESSENDON NORTH

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