About Us
Money Guidance Pty Ltd:
- was established in 1986 and operates out of four offices,
- is a principal member of the Financial Planning Association (FPA), and
- is licensed to provide financial advice (Australian Financial Services Licence No. 241407).
Want to know more?
To speak with one of our financial planners or accountants about how we can help you, please call us on (03) 9875 4300 and one of our friendly receptionists will quickly connect you through. Alternatively, you can book a time to see a financial planner or accountant in person through any of our receptionists.
Our office hours are 9am to 5pm, Monday to Friday, or otherwise by appointment.
Who owns us?
We are independently owned. Unlike many other companies, Money Guidance Pty Ltd is neither owned nor controlled by any financial institution (e.g. bank, insurance company). All the owners of Money Guidance Pty Ltd are practitioners in our four offices. Money Guidance Pty Ltd is also a member of the Association of Independently Owned Financial Planners (AIOFP).
Payment
You can choose to pay for our professional services in a variety of ways. Your options include a fee-for-service, an hourly rate, an asset-based fee, a commission, or any combination of these options. Importantly, you can be confident in the fact that we will always reach an agreement with you before we begin.
Please call us on (03) 9875 4300 and our friendly staff will answer any questions you have.