Flinders Wealth | Financial Adviser | Melbourne & Mornington - Carlton, Victoria

Address: Suite 3.1/170 Elgin St, Carlton VIC 3053, Australia.
Phone: 434992240.
Website: flinderswealth.com.au
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Flinders Wealth | Financial Adviser | Melbourne & Mornington

Flinders Wealth | Financial Adviser | Melbourne & Mornington Suite 3.1/170 Elgin St, Carlton VIC 3053, Australia

☎️434992240

⏰ Open Hours of Flinders Wealth | Financial Adviser | Melbourne & Mornington

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

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Flinders Wealth: Your Trusted Financial Advisor in Melbourne & Mornington

Flinders Wealth is a renowned financial advisory firm located in Melbourne & Mornington, Australia. With a strong commitment to providing exceptional financial planning services, they have earned a stellar reputation among their clients. Their experienced team of financial planners works closely with clients to develop personalized strategies that cater to their unique financial goals and needs.

Location and Accessibility

Flinders Wealth's office is conveniently situated at Suite 3.1/170 Elgin St, Carlton VIC 3053, Australia. The office is designed to cater to the diverse needs of their clients, including wheelchair accessibility and restroom facilities. To ensure a seamless experience, online appointments are highly recommended.

Specialties and Services

Specializing in financial planning, Flinders Wealth offers a wide range of services to help clients achieve their financial objectives. These services include investment advice, retirement planning, risk management, and estate planning, among others. The team at Flinders Wealth takes a comprehensive approach to financial planning, ensuring that clients have a clear understanding of their financial situation and the steps needed to reach their goals.

Online Reviews and Testimonials

Flinders Wealth has garnered a impressive reputation among its clients, as evidenced by their 13 reviews on Google My Business. With an average rating of 5/5, it is clear that the firm's commitment to excellence and personalized service has resonated with their clients. Many reviewers praise the firm's knowledgeable advisors, attentive service, and effective financial strategies.

Why Choose Flinders Wealth

Expertise: A team of skilled and experienced financial planners dedicated to helping clients achieve their financial goals.
Personalized Service: Customized financial strategies tailored to each client's unique needs and objectives.
Accessibility: Convenient location with wheelchair access and restroom facilities, along with the option for online appointments.
Trust: High ratings and positive reviews from satisfied clients who have benefited from Flinders Wealth's services.

Contact Information

For more information or to schedule an appointment, please visit their website at flinderswealth.com.au or call them at 434992240.

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👍 Reviews of Flinders Wealth | Financial Adviser | Melbourne & Mornington

Flinders Wealth | Financial Adviser | Melbourne & Mornington - Carlton, Victoria

Debra C.

5/5

Flinders Wealth Financial Planners are a proficient and extremely approachable business. We have been working with Nick and Michael for many years and warmly embrace their specialised knowledge. They are always accommodating, friendly, supportive and very aware of our portfolio and the opportunities that will best benefit our long term retirement plans. Nick and Michael demonstrate excellent time management skills and their customer service skills are of an extremely high order always responding to queries within a timely manner whilst constantly considering our needs. We are extremely happy with Flinders Wealth and the financial advice we have received as we approach our retirement years. We could not be happier with Nick and Michael - Thank you.

Marleina V.

5/5

Michael and Nick are the epitome of professional, accessible Financial Planners who are genuinely committed to their clients' financial security and prosperity. A outstanding financial planning firm which provides tailored and effective options to suit individual goals and needs. Utilizing a financial planner is important but trust and comfort in the relationship is also imperative. You will not go wrong with Flinders Wealth - I highly recommend you speak with Michael and Nick!

David L.

5/5

We have been with Michael & Nick at Flinders Wealth for 3 years since taking early retirement and are very satisfied with their management of our financial assets. Their service is friendly, efficient and meets our needs. We would have no hesitation in recommending them to our friends and colleagues.

Liliani G.

5/5

A good Financial Planner is someone who is trustworthy, easy to talk to, understand your needs and wants as well as maximise the return of your investment. Those characteristics and values are clearly displayed by both Nick and Michael of Flinders Wealth.
I am feeling confident and positive about my Financial future.
I would happily recommend their excellent expertise to my family and friends.

Ken J. T.

5/5

I believe that a good Financial Planner will do wonders for ones wealth. The issue is whether you are able to find a good Financial Planner.

Having engaged Nick and Michael from Flinders Wealth, I was exceptionally impressed with their knowledge and the fact that they take the time to fully understand my situation and what was important to me.

They are very approachable and easy to talk to.They put together a Financial Roadmap and are very patient in explaining the Financial Roadmap to ensure that I understood every steps of the way.

With Flinders Wealth by my side and taking care of my financial future, I can rest assure and spend more time on the more important things in life. I highly recommend Flinders Wealth and am confident that they are the Financial Planner that you have been looking for.

Robert W.

5/5

Michael and Nick are incredibly knowledgeable and really care about their clients.

They always take the time to explain financial strategies to me in a way I can easily understand them and spend the time to address all my questions.

They are very professional and have a great knowledge of the value investing and the financial markets.

They are truly passionate about financial planning, investments and helping their clients.

Adam B.

5/5

Very intelligent, market aware and highly personalised advice. I have consulted several FAs over about 20yrs. Michael and Nick’s advice was beautiful in its simplicity, perfect in its entirety and it ended up costing me less than my previous FA whilst I believe providing superior advice and service.

Josh W.

5/5

Michael and Nick are fantastic Financial Advisers, their knowledge is second to none, they are trustworthy and most of all their advice is spot on! Would highly recommend!