My Financial Planner

My Financial Planner is a trusted financial planning practice servicing the North Essendon community and beyond. We take pride in providing tailored financial guidance and strategies to achieve your financial goals and create a secure future.

Our Team

Our experienced and qualified team is led by Senior Financial Planner, Robert Gangi, who has over 25 years of expertise in the financial services industry. He is joined by Leanne Romano, an Associate with over 16 years of experience, and Maria Gangi, our Client Services Manager.

Our Services

At My Financial Planner, we offer a comprehensive range of financial services, including:

Financial Management

• Developing and implementing budgets and investment plans
• Managing debt consolidation and repayment
• Tax planning and optimisation

Investment Advice

• Tailored investment strategies based on individual goals and risk tolerance
• Portfolio review and management
• Retirement planning and execution

Insurance

• Reviewing existing coverage and identifying potential gaps
• Recommending and securing appropriate insurance plans
• Assistance with claims and renewals

Superannuation

• Maximising superannuation contributions
• Strategies for retirement planning and preservation
• Understanding your options and investment choices

Retirement Planning

• Developing comprehensive plans for a financially secure retirement
• Calculating retirement income needs
• Exploring various retirement options

Estate Planning

• Creating a will and power of attorney
• Establishing trusts and estate plans
• Planning for the distribution of your assets after your death

Aged Care

• Understanding eligibility criteria for government subsidies
• Planning for future care needs and costs
• Exploring options for Home Care packages and Aged Care facilities

Our Approach

We believe in building strong, lasting relationships with our clients. We take the time to understand your individual circumstances, goals, and aspirations. We provide clear and concise explanations, ensuring you understand your financial plan and feel empowered to make informed decisions.