Empowering You to Achieve Financial Freedom
At AssetPlan Financial Services, we are a boutique financial services company that has been helping clients achieve their financial goals since 2000. Located in the heart of Melbourne's CBD, our team of experienced financial advisors take pride in providing personalized financial advice and coaching to individuals and families. We believe that financial success is not just about accumulating wealth, but about living a fulfilling life.
Our Mission
Our mission is to help our clients achieve financial freedom by providing tailored financial advice and guidance. We take the time to understand our clients' unique financial situations, goals, and objectives, and develop personalized strategies to help them achieve success. Our team of experts works closely with our clients to provide ongoing support and guidance, ensuring that they stay on track to achieving their financial goals.
Our Services
We offer a comprehensive range of financial services, including:
- Financial Planning: We help our clients develop personalized financial plans tailored to their unique goals and objectives.
- Investment Strategies: We provide expert advice on investment strategies, including direct holdings, managed investments, and self-managed superannuation funds.
- Financial Coaching: Our team of experienced advisors provides one-on-one coaching to help clients develop healthy financial habits and achieve financial success.
- Retirement Planning: We help our clients plan for retirement, ensuring that they have a comfortable and secure financial future.
- Estate Planning: We provide expert advice on estate planning, including wills, trusts, and probate.
Our Team
Our team of experienced financial advisors has a deep understanding of the financial markets and a passion for helping clients achieve financial success. Our team includes:
- Colin Taylor, CERTIFIED FINANCIAL PLANNER and founding director of AssetPlan Financial Services
- Jason Reynolds, CFP, Bcom, GradDipFP, and director of Action Wealth
- Gareth Martin, accountant
- Tony Nurjadi, financial advisor
Our Approach
At AssetPlan Financial Services, we take a holistic approach to financial planning. We believe that financial success is not just about accumulating wealth, but about living a fulfilling life. Our team of experts takes the time to understand our clients' unique financial situations, goals, and objectives, and develops personalized strategies to help them achieve success.
Disclaimer
The reviewer, Jj Honeymoon, had a disappointing experience with Asset Plan, rating their service 2 stars out of 5.
Financial Biases and Fees
The reviewer expresses that if you earn a decent income (around $180,000-$300,000 per year combined), they would not recommend Asset Plan for financial advice due to hidden fees and a biased appraisal. They suggest visiting your employer's superannuation plan for free and unbiased advice instead. The reviewer highlights that Asset Plan's consultation fee is steep and has not received information on the actual hourly fee despite requesting it.
Conclusion
The reviewer's experience with Asset Plan was characterized by hidden fees and perceived biases, which led them to rate the service poorly.
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