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.

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 Matthews BBus (RMIT) FCPA (FPS) CFP

Graeme is a qualified Accountant who has specialised in investments since 1986. A fellow of the Certified Practicing Accountants (FCPA) and also a Certified Financial Planner (CFP) Graeme has a wealth of knowledge that can assist you in charting your course through the maze of financial regulations and investments.

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Naidene Williams Ass. Dip Business

OFFICE ADMINISTRATION

Naidene joined us in August 2007 having returned to the workforce after a break to start a family. With more than 10 years experience in providing administrative support to executive management, Naidene has a key role in assisting the Financial Planning team thereby enabling them to fully concentrate on the varying needs of our clients.

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