Financial Planning Melbourne
Financial planning is an important value add for our clients.
Bruce Edmunds & Associates has a partnership with Graeme Matthews who is licenced to Professional Investment Services to provide financial planning to all our clients in the Beaumaris, Sandringham, Black Rock, Cheltenham, Bayside and Melbourne.
Bruce Edmunds & Associates has a partnership with Graeme Matthews who is licenced to Professional Investment Services to provide financial planning to all our clients in the Beaumaris, Sandringham, Black Rock, Cheltenham, Bayside and Melbourne.
Pursue the lifestyle you want with our financial planning services. These include:
Superannuation
- Rollovers
- Consolidation of funds
- Planning
- Account-based pensions
- Transition to retirement pensions
Shares
- Purchase/Sale
- Portfolio Review
- Brokerage (1% or $75)
Tax Planning
- Term Deposits Reviewed
- Alternative Strategies
Retirement Planning
- Wills
- Redundancy
- Centrelink
- Veteran Affairs
- Superannuation
Managed Investments
- Purchase/Sale
- Portfolio Reviews
- Savings Plans
- Margin Lending
Insurance
- Life
- Income Protection
- Trauma
- Key Person
- Business Succession
Request an appointment with a Financial Planner…
Request a call
Or call us (03) 9589 5488
Professional Investment Services Pty Ltd
- ABN 11 074 608 558 AFSL 234951
- Telephone Number: 1300 557 598
- Email: profinvest@cpal.com.au
- Complaints: www.centrepointalliance.com.au/complaints
- FSG: www.centrepointalliance.com.au/fsg
Graeme Matthews
Authorised Representative of Professional Investment Services Pty Ltd: 245034
Authorised Credit Representative of Centrepoint Alliance Lending No. 410158
Wes Howell
Authorised Representative of Professional Investment Services Pty Ltd: 262343