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Advance Financial Planning Pty Ltd
6 Pryor Street, Eltham, Victoria, Australia
About Advance Financial Planning Pty Ltd
Welcome to Advance Financial Planning Pty Ltd, a reputable establishment located at 6 Pryor Street, Eltham, Australia. As a trusted finance institution, we prioritize facts, figures, and probabilities over guesswork. Our approach to financial advice has been recognized and awarded for its effectiveness.
At Advance Financial Planning, we believe in the fundamentals and extensive financial modeling of our clients' situations. Our goal is to remove doubt and provide certainty by offering clear direction on how to achieve the lifestyle you've worked hard to build well into the future. We understand that you want the best from your financial circumstances, but you also want it made easy instead of arduous.
Retaining options and certainty over your life choices, both now and in your retirement years, is crucial. That's why we provide comprehensive 'crystal ball' modeling to show you if and how you can achieve your goals. This modeling empowers you to make informed decisions and take action. We offer the information you need, free from emotional noise and conflicts that are common in many other advice firms. With us, you can expect clarity year after year regarding your financial position and what can be achieved.
Our approach is to educate, inform, and partner with you to make confident decisions. We don't tell you what to do; instead, we provide you with the necessary information and recommendations, allowing you to make educated decisions about your financial future.
Testimonials from our satisfied clients speak to the quality of our work. "Helen and I are most grateful for the great work you and the Team have done for us," says one client. Another client commends us, saying, "Keep up the good work so we can continue to have a happy retirement!!!!" And yet another client acknowledges the complexity of the world and appreciates our ongoing assistance, stating, "You really do a great job. It's a complex, ever-changing world. Your ongoing assistance is greatly appreciated!"
Our team consists of experienced professionals dedicated to providing exceptional service. George, the founder of Advance Financial Planning, has almost 20 years of experience as a Financial Planner and is a Certified Financial Planner and a Self-Managed Super Fund Specialist Adviser. Britt, our Provisional Financial Adviser, brings technical expertise and assists George in developing strategies and financial modeling. Jacob, our Junior Paraplanner, is passionate about the industry and helps prepare essential financial planning documents. Lisa, our Implementation Manager, has over 20 years' experience in the financial services sector and assists clients with implementation and administration duties. Sharon, our Office Manager, ensures smooth operations, assists clients, and coordinates marketing and communications.
We are proud to be actively involved in our local community. George and his family are engaged with the Eltham Wildcats Basketball Club and Research Junior Football Club. Britt enjoys playing basketball and spending time with loved ones in the Yarra Valley. Jacob plays football for the Old Eltham Turtles and cares for animals at his home. Lisa enjoys traveling, movies, dining out, and cheering for her beloved Tigers in the AFL. Sharon is actively involved in her children's sporting activities, including the Research Junior Football Club and Eltham Wildcats Basketball Club.
If you're ready to take control of your financial future and want the best advice and support, book a Strategy Session with us today. Let us show you what's possible and provide you with the confidence to make informed decisions. At Advance Financial Planning, we are here to make your financial journey easier and help you achieve the lifestyle you deserve.
Photos of Advance Financial Planning Pty Ltd
Suite 1/6 Pryor St, Eltham VIC 3095, Australia
Opening hours of Advance Financial Planning Pty Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 14:00
Saturday:
Closed
Sunday:
Closed
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