- Listed in Business Services
- Level 1, 184 Burgundy Street Heidelberg, Vic 3084
Financial Planit is a client-focused Wealth Management firm providing individually tailored advice to people who value a long-term professional relationship based on trust.
At Financial Planit we believe that Wealth Management is not simply about investing but is more about developing and implementing effective strategies. It involves carefully analysing every stage of the life cyle and measuring the gap between where you are and where you want to be, and then establishing, implementing, and monitoring the strategy on how to get there. From your first meeting with your Financial Planit Adviser, you will know the direction you’re heading, and any fees involved. We will put you in control of the scope of your financial advice, and its cost.
A recent study established that consumers who have advice relationships are better planned, happier with their investments, value having a financial coach to help with major life decisions, have peace of mind, and are content in the knowledge they have someone to help with the administration of their financial affairs and help facilitate a path to financial freedom.
In fact, given recent global market activity, there’s never been a better time to get good advice. These difficult times highlight the real benefit that a good financial plan and Adviser can provide.