Flinders Wealth is a financial advisory practice serving clients across Melbourne and the Mornington Peninsula. They provide financial planning and advice to individuals seeking to manage their money more effectively. The practice operates from a Melbourne base and is accessible to clients throughout the greater Melbourne region and surrounding areas.
As a financial adviser, Flinders Wealth works with clients on investment strategy, retirement planning, and wealth management. They operate on a personal consultation basis, meeting with clients to understand their circumstances and goals. The practice maintains standard weekday hours (9am to 6pm Monday to Friday), making them accessible for working professionals who need to schedule appointments outside standard business hours.
Flinders Wealth holds a 5.0 out of 5 Google rating based on 13 client reviews, suggesting consistent satisfaction with their service. New clients can expect a consultative approach focused on understanding individual financial circumstances before making recommendations. Contact them via phone on +61 434 992 240 or visit their website for more information.
Services
- Financial planning and advice
- Investment portfolio management
- Retirement income planning
- Superannuation strategy
- Wealth management consultation
- Personal financial goal setting
Frequently Asked Questions
What does Flinders Wealth do?
Flinders Wealth provides financial advisory services to individuals and families in Melbourne and Mornington. They offer advice on investment strategy, retirement planning, superannuation, and general wealth management tailored to client circumstances.
Is Flinders Wealth good?
Flinders Wealth maintains a 5.0 out of 5 rating on Google from 13 reviews, indicating consistent client satisfaction. The perfect rating suggests clients value their service approach and outcomes, though the review sample size is modest.
Where is Flinders Wealth located?
Flinders Wealth operates in Melbourne with service extended to the Mornington Peninsula area. A specific street address is not publicly listed; contact them directly for location details and appointment arrangements.
How do I contact Flinders Wealth?
Reach Flinders Wealth by phone at +61 434 992 240 or visit their website at https://www.flinderswealth.com.au/. They’re available Monday to Friday, 9am to 6pm.