Diversified Financial Planners Pty Ltd

Our Team The friendly and professional team at Diversified understand that everyone has different goals, assets and journeys when it comes to financial planning. Understanding You Recognising each individual situation and life stages is the first step in building ongoing relationships and providing tailored solutions and advice. With that in mind our qualified team will guide you on your journey, identify your goals, tailor a financial plan or investment strategy, and put you in control of your finances and future. Life Stages As we journey through life we are confronted with different situations in relation to our finances. Initially, it may be in relation to contributing to our super, planning for parenting or buying a house. Later in life we may wish to start a business, purchase an investment property or plan for our retirement. Regardless of your life stage, Diversified is here to assist you with tailored, professional advice and strategic solutions to protect your current lifestyle and secure your financial future. Our Ongoing Review & Service Packages To ensure you remain on track to achieve your goals and objectives we offer a range of ongoing service packages that can be tailored to accommodate your personal requirements. How We Help You At Diversified our qualified and experienced Financial Planners provide our customers with excellent planning, prudent and cutting edge strategies and successful implementation. How We Can Help Our team can help you with: Self managed super funds (SMSF’s) Financial planning Superannuation strategies Transition to retirement Retirement planning strategies Windfalls or redundancy packages Investment planning Personal insurance Managing debt Banking and mortgages Budgeting Business management (corporate super) Aged care Estate planning (wills & power of attorney) Wealth creation Salary packaging Financial freedom How You Will Benefit We provide a comprehensive service focusing on: A personalised plan detailing your current position and recommended solutions to reach your goals Reducing debt to start a wealth creation plan How to maximise your retirement savings Making the complex simple through specialised skills, expertise and technology in superannuation, investments and self managed superannuation funds Planning and managing the transition of your estate Protection of your assets and goals through the use of insurance providing peace of mind.

Address: Landmark Centre, Level 1, 454-472 Nepean Highway, Frankston, VIC 3199 Australia

Phone: +61 3 9770 6499
FAX: +61 3 9781 2719