ADVICE

Financial advisers
in Waverley

Personal financial advice from advisers based in Mount Waverley, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Melbourne’s south east.  
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Mount Waverley, and the people in it

Our Mount Waverley advisers work with people across Melbourne’s south east, including Glen Waverley, Ashwood, Burwood, Chadstone, Clayton, Oakleigh, Wheelers Hill, Notting Hill and Mulgrave.

The south east is one of the most established parts of Melbourne and one of the most diverse. Households here often span three generations and more than one country, with wealth built through a combination of property, a family business, and long careers in professional and technical work.

That brings its own set of questions. Supporting parents and children at the same time. Structuring a business so it can be handed on or wound up without a tax problem. Working out how assets held overseas fit into an Australian retirement. None of these have off-the-shelf answers.

Your Mount Waverley advisers

Small team, long tenure. You will deal with the same person each time, and they live here.

Victoria

Sam Khan

Senior Financial Advisor
QueenslandVictoria

Raymond Tran

Executive Advisor
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What we help with

Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.

retirement-planning

Retirement
planning

When you can stop, whether the number is enough, and how to turn it into an income that lasts.
superannuation-planning

Superannuation

Contribution strategy, consolidation, insurance inside super, and making sure the structure still suits your stage of life.
investment-advice

Investment
advice

Portfolio construction inside the advice relationship, built around your goals and your tolerance for risk.
personal-life-insurance

Personal
insurance

Life, income protection, total and permanent disability and trauma cover, sized to what your family would actually need.
aged-care

Aged
care

A parent's move into care, the family home, means-tested fees and the timing of it all.
estate-planning

Estate
planning

Wills, powers of attorney, beneficiary nominations and what happens to super, which does not pass through your will by default.

Five stages,
not five hundred pages.

The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.

Evaluation

Where you are now, what prompted the call, and an honest answer on whether we're the right fit. Sometimes the answer is that you don't need us yet.
30MIN - FREE

Discovery

The detail. Income, super, debts, insurance, family, what you're aiming at and how much risk you can genuinely live with.
1 to 2 meetings

Strategy

We build the recommendation, document it, and walk you through the reasoning before you decide anything.
Written advice

Implementation

We put it in place. Applications, rollovers, paperwork, follow-up. You sign, we chase.
We handle it

Review

Scheduled and ongoing. Your life changes, markets change, the rules change. The plan moves with them.
Ongoing

Find us in Mount Waverley​

Our Mount Waverley office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.

Mount Waverley office details
Mount Waverley Mortgage brokers

Questions to ask your Financial Advisor in Mount Waverley

Why see an adviser in Mount Waverley rather than in the Melbourne CBD?
Because you will actually see them. Our Mount Waverley advisers work in the area, know it, and are easy to get to without taking half a day off. The research, technical support and investment resources behind them are the same ones our Melbourne office uses, because it is the same firm.
Which areas do you cover from the Mount Waverley office?
Mount Waverley and the surrounding area, including Glen Waverley, Ashwood, Burwood, Chadstone, Clayton, Oakleigh, Wheelers Hill, Notting Hill and Mulgrave. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Mount Waverley clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Mount Waverley advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Mount Waverley lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.

Mount Waverley advice, from people who live here.

Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.
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