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PLM Financial Group
49 Main Road, Monbulk, Victoria, Australia
About PLM Financial Group
Welcome to PLM Financial Group, an esteemed establishment located at 49 Main Road, Monbulk, Australia. As a leading finance institution, we have been dedicated to helping our clients in the picturesque Dandenong Ranges and beyond, achieve their financial goals since 2015.
At PLM Financial Group, we understand that everyone's financial journey is unique. That's why we take the time to listen to your aspirations and objectives, allowing us to create a personalized roadmap tailored specifically to your needs. We firmly believe in building strong, collaborative relationships with our clients, and we are committed to partnering with you every step of the way.
Similar to bees diligently working to build and protect their hive, we tirelessly strive to build and protect your wealth, ensuring that you can reach your financial goals sooner. Our team of experienced financial planners is dedicated to providing you with expert advice and guidance to help you navigate the complexities of the financial world.
In 2020, our commitment to our clients was reaffirmed through an anonymous online survey conducted by CoreData and IOOF. The survey assessed our clients' satisfaction with their financial planner, their overall financial wellbeing, and the level of trust and loyalty they have in us. The resounding theme that emerged from the survey was 'Financial Peace of Mind.' Our clients reported a high level of self-assessed financial wellbeing, demonstrating their preparedness for retirement and their minimal concerns about money.
Don't just take our word for it β hear what our clients have to say. The testimonials we have received, compiled by CoreData and IOOF, highlight the significant benefits and value our clients have gained from receiving financial advice from our dedicated team. They speak to the peace of mind, security, and confidence that come with having a trusted financial planner by your side.
PLM Financial Group Pty Ltd (ACN 126 276 104) ATF A&K Family Trust, trading as PLM Financial Group, is proud to be a Corporate Authorised Representative (No. 1238591) of Alliance Wealth Pty Ltd (ABN 93 161 647 007 | AFSL 449221). For more information, please visit our website at www.centrepointalliance.com.au/AW.
Trust in PLM Financial Group to guide you towards a brighter financial future. Contact us today to embark on a journey towards financial success and achieve the peace of mind you deserve.
Photos of PLM Financial Group
49 Main Rd, Monbulk VIC 3793, Australia
Opening hours of PLM Financial Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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