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Leading Financial Advisors & Financial Planners in Greensborough, Eltham, Doreen & Diamond Creek

BUILDING A PRODUCTIVE & SUSTAINABLE FINANCIAL FUTURE FOR YOU & YOUR FAMILY

Melican Partners Financial Planning offers a complete financial planning service that is tailored to our clients’ specific requirements. We are committed to partnering with our clients to achieve long term wealth accumulation and lifestyle protection.

 

We proudly offer financial advisory services to those in the Diamond Valley in Greensborough, Eltham, Doreen, Macleod, Lower Plenty, Watsonia, Rosanna, and Diamond Creek.

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Financial Planner Greensborough
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Your Financial Adviser is committed to providing quality financial advice and a choice of products and/or services to suit your circumstances. Whilst we are licensed to provide a range of services, we are also obliged under law to have a reasonable basis for our advice and to act in your best interests when providing financial advice, addressing your needs and the solutions you want us to assist you with.

Your adviser is also subject to an Ethical Code that opposes conflicts of interest & misrepresentation whilst promoting efficient, honest & fair dealing; enabling your free, prior & informed consent to recommendations, fees & services. We will not compromise on our advice and will take this responsibility very seriously.

Our Financial Planning Process

Melican Partners recommends your Financial Adviser follows a step-by-step process in meeting with you.

  • The Financial advice process starts with client engagement, identification of goals and objectives and the comprehensive information gathering process.
  • By agreement we will then formulate the strategies that we believe will best meet your goals and objectives.
  • These strategies will then be provided in a Financial Plan (Statement of Advice).
  • The agreed Recommendations will then be implementedand on-going service and reviews are then discussed.

We will make sure to help you to understand your current financial and set your goals. With our proven strategies, we shall implement the right planning that will help you to manage your money.

The financial and products which we can provide advice on comprise:

  • Deposit Products;
  • Wealth Management and Creation
  • Capital Gains Tax
  • Estate Planning
  • Managed Investment Schemes including Unit Trusts,
  • Investment Bonds, Direct Shares, Property Trusts,
  • Direct Property, Growth Funds, Balanced Funds,
  • Indexed Funds and Cash Management Accounts;
  • Share Market Investments;
  • Tax Effective Investments;
  • Mortgage Lending;
  • Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company, Superannuation and Self Managed Superannuation Funds
  • Retirement Planning including aged care and estate planning
  • Life Insurance Products, including Annuities, Ter,
  • Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;
  • Margin Lending (subject to client understanding of Margin Lending Gearing).

OUR FINANCIAL PLANNING FINANCIAL SERVICES GUIDE

Date of issue 1 July 2021 – Version 12.0

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Disclaimer
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

Financial Planning & Advisors Greensborough
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