Central Wealth Financial Planning 9 Bent Street, Altona, Victoria 3018

Welcome to Central Wealth Financial Planning, located at 9 Bent Street, Altona, Australia. As a leading establishment in the finance industry, we are dedicated to maintaining our FPA Professional practice, ensuring that we adhere to ethical standards and uphold the Financial Planning Association's Code of Professional Practice.

At Central Wealth Financial Planning, we understand that money is not an end in itself, but a means to an end. That's why we take a holistic view of your life and finances, considering aspects such as estate planning that you may have overlooked. Even if you approach us for advice on a specific transaction, we always consider the bigger picture.

Our team follows a proven process to develop and implement a customized strategy for you, aiming to achieve the optimal balance between risk and reward. In today's uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you've worked hard to build. We define your objectives and act on implementing the best strategies to help you achieve them. With Central Wealth, you can expect the combination of the best research, the best people, and the best strategies to help you build on your success.

Our Director/Founding Partner and Principal Financial Planner, Michael, brings 16 years of experience as a licensed financial planner and 13 years of running his own business. He holds a Bachelor of Business (Financial Planning) from RMIT University with First Class Honours. Michael's expertise extends to retirement planning, where he has spent most of his working life. He believes in utilizing protected strategies to ensure his retiree clients do not lose their capital.

Michael's passion for the community is evident through his involvement with Racing Victoria, where he deals with high-net worth individuals including jockeys, trainers, and horse owners. Additionally, Michael is extensively involved in giving back to the community and loves his neighbors.

Daniel, another valuable member of our team, completed his Bachelor of Business with a focus on Financial Risk Management and Banking & Finance. He joined Central Wealth Financial Planning in 2013 and brings a new world perspective to our practice. With over 7 years of industry experience, Daniel has worked on investment strategies for over $15 million of investment money. He prioritizes understanding his clients' current situation and their desired goals, and then works to improve their financial and personal situation through strategic planning and maintaining accountability.

Don't just take our word for it - our clients speak highly of our services. One client said, "Michael Grech and the team are the secret to your financial future. Always testing my investment thinking with more practical and greater return options. I owe the team a lot."

Visit us at one of our locations: 9 Bent Street, Altona; Suite 2B / 14 Lionel Road, Mount Waverley; 1 Manoora Avenue, Paynesville; or 10 Marlo Road, Marlo. We are ready to help you achieve your financial goals and secure your future.