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.
Financial Planning 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

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

The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

BE with us

Graeme B. BUS. FCPA (FPS). CFP

DIRECTOR – FINANCIAL PLANNING

Graeme is an Accountant who transferred to Financial Planning in 1986. In 1997, He established the Financial Planning business within BE to provide holistic advice to all BE clients, family and friends. Specialising in SMSF, Direct Shares, Superannuation, and  Age Care, he is always available to assist.

Authorised Representative of Professional Investment Services Pty Ltd: 245034

Authorised Credit Representative of Centrepoint Alliance Lending: 410158

Click here to set up a meeting

 

Wes Fdn DFP

FINANCIAL PLANNER

Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment and superannuation to enable people to meet their financial goals.

Authorised Representative of Professional Investment Services Pty Ltd: 262343

Click here to set up a meeting
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