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financial planning

Leading Financial Advisors & Financial Planners in Greensborough

BUILDING A PRODUCTIVE AND SUSTAINABLE FINANCIAL FUTURE FOR YOUR BUSINESS

Melican Partners Financial Planning offers a complete financial planning service that is tailored to our clients’ specific requirements. We are committed to partnering with our clients to achieve long term wealth accumulation and lifestyle protection.

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Financial Planner Greensborough
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Your Financial Adviser is committed to providing quality financial advice and a choice of products and/or services to suit your circumstances. Whilst we are licensed to provide a range of services, we are also obliged under law to have a reasonable basis for our advice and to act in your best interests when providing financial advice, addressing your needs and the solutions you want us to assist you with.

Your adviser is also subject to an Ethical Code that opposes conflicts of interest & misrepresentation whilst promoting efficient, honest & fair dealing; enabling your free, prior & informed consent to recommendations, fees & services. We will not compromise on our advice and will take this responsibility very seriously.

Our Financial Planning Process

Melican Partners recommends your Financial Adviser follows a step-by-step process in meeting with you.

  • The Financial advice process starts with client engagement, identification of goals and objectives and the comprehensive information gathering process.
  • By agreement we will then formulate the strategies that we believe will best meet your goals and objectives.
  • These strategies will then be provided in a Financial Plan (Statement of Advice).
  • The agreed Recommendations will then be implementedand on-going service and reviews are then discussed.

We will make sure to help you to understand your current financial and set your goals. With our proven strategies, we shall implement the right planning that will help you to manage your money.

The financial and products which we can provide advice on comprise:

▪ Deposit Products;
▪ Managed Investment Schemes including Unit Trusts,
Investment Bonds, Direct Shares, Property Trusts,
Direct Property, Growth Funds, Balanced Funds,
Indexed Funds and Cash Management Accounts;
▪ Share Market Investments;
▪ Tax Effective Investments;
▪ Mortgage Lending;
▪ Superannuation, including Allocated Pensions,
Rollovers, Personal Superannuation, Company
Superannuation and Self Managed Superannuation
Funds;
▪ Retirement Planning including aged care and estate
planning;
▪ Life Insurance Products, including Annuities, Term
Insurance, Income Protection, Trauma and Total and
Permanent Disability Insurance;
▪ Margin Lending (subject to client understanding of
Margin Lending Gearing).

 

OUR FINANCIAL PLANNING FINANCIAL SERVICES GUIDE

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