Select Advice Financial Planning
About the Business
Welcome to Select Advice Financial Planning, located at Suite 2, 546 Malvern Road, Toorak, VIC, 3142. We are a trusted establishment specializing in providing comprehensive financial advice and insurance solutions to protect you and your future.
At Select Advice Financial Planning, we believe in building lasting client relationships based on trust. Our team of experienced advisors is dedicated to understanding your unique needs and goals, and providing personalized advice to help you achieve financial freedom.
Financial advice is crucial in today's complex and ever-changing landscape. With a wide range of investment options and constantly evolving legislation, it can be challenging to make informed decisions. That's where we come in. Our expert advisors will guide you through the process, helping you make the most of opportunities to grow your wealth and protect it from life's unexpected ups and downs.
What sets us apart is our personalized approach. We take the time to get to know you, your values, and your short and long-term objectives. This allows us to provide tailored financial structures and ongoing advice that align with your unique circumstances. Our goal is not just to manage your money, but to understand your beliefs, alleviate stress, and provide comprehensive solutions that support your financial wellbeing.
Don't just take our word for it. Tony and Sue Black, console operator and chef manageress, have experienced firsthand the warmth, respect, outstanding service, and professionalism that characterizes every interaction with the Select Advice Group. They have complete confidence in their choice of advisors and their financial future, particularly their ability to provide for their son.
Our caring and holistic approach has also made retirement planning simple for many of our clients. We handle all the work while you enjoy the benefits. In fact, many of our satisfied clients have referred their friends to us, a testament to the trust and confidence they have in our company.
Please note that this website is designed for Australian residents only. The information provided is general advice and should be considered in the context of your individual objectives, financial situation, and needs. Before making any decisions, it's important to consider the appropriateness of the advice for your specific circumstances.
Select Advice Financial Planning is a proud Authorised Representative of Millennium3 Financial Services Pty Ltd, an Australian Financial Services Licensee. We adhere to the highest standards of integrity and professionalism.
For more information or to schedule an appointment, please contact us at our Toorak or Brisbane office. We are always here to help and provide friendly, professional, and courteous service.
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Select Advice Financial Planning Suite 2, 546 Malvern Road, Toorak, VIC, 3142 Level 16, 333 Ann Street, Brisbane, QLD, 4000
Photos
Location & Phone number
546 Malvern Road, Toorak, Victoria 3142, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been dealing with Select Advice Financial Planning for over 15 years. The team Eric, Tony, Sasha and Declan are professional and dedicated. Declan who has a sound knowledge in financial planning is amazing to deal with. We would highly recommend their services."
"My wife and I were approaching retirement with some uncertainty and concern about our financial position, our ability to retire comfortably and achieve the things we hoped to. Eric, Tony and the team at Select Advice were recommended to us by a family member. I can say without hesitation that Select Advice were instrumental in steering our retirement plans forward in such a way that we are enjoying a wonderful retirement with confidence and security. Their communication and ability to fully understand and embrace our retirement dreams are the things that really stood out to me. It gave us absolute confidence they would always work to our best interests. We are genuinely grateful to have Select Advice looking after our financial affairs at this stage of our lives.."
"We contacted Select Advice early in 2017 and received a very warm and friendly welcome by Eric and Tony when we met at their Melbourne office. We were impressed with their knowledge and professionalism and were more than happy to ask them to manage our superannuation investments. We are fortunate to be self funded retirees and even though the financial world has been through tumultuous times in recent years, thanks to SA our overall balance is about the same as it was when we joined. And we’ve withdrawn cash lump sums and have been receiving a tidy monthly pension since 2018 too. Eric and Tony (Sasha in the office too) are always more than happy to help with anything we ask of them. We completely trust them managing our ‘future’."
"The team at Select Advice Financial Planning have been invaluable in my journey to have a secure financial future. My parents are long time clients of Tony & Eric's so when I wanted to ensure that I could have in place the right Superannuation, Insurance as well as short and long term financial goals I had no hesitation in placing my trust in their company. They have an amazing team that are always happy to assist with any questions and have taken a lot of care and time to ensure that my dream retirement scenario is on track. I get regular reviews of my portfolio with the team which is invaluable to me."
"I have been dealing with the Select Advice Financial Planning group for over 10 years. As a finance broker, I understand the importance of having the right types of insurance, especially where someone has debt. Throughout those 10+ years, I have been referring my clients to Tony and Eric . Their advice and service is brilliant and the feedback I receive from my clients is always positive. Personally, I was with another financial planning before meeting Tony and Eric. I was impressed with their professionalism and passion for the industry and clients. I switched my own personal insurances and superannuation across to them quite a few years ago. Their advice is without question, the best I've seen, as is their professionalism. I can highly recommend their services."
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