ADVICE

Financial advisers
in Williamstown

Personal financial advice from advisers based in Williamstown, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Melbourne’s inner west and bayside.
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Williamstown, and the people in it

Our Williamstown advisers work with people across Melbourne’s inner west and bayside, including Newport, Altona, Spotswood, Yarraville, Seddon, Footscray, Point Cook and Altona Meadows.

Williamstown and the inner west have been through a long transformation. Working port and rail suburbs became some of the most sought-after addresses in Melbourne, and households who bought here in the eighties and nineties now hold a great deal more wealth than they set out to accumulate.

The result is a lot of people who are asset rich in one thing and unsure about everything else. Whether to borrow against the house, whether to downsize, how to turn a single large asset into an income, and what happens to it afterwards. Those questions do not get easier by being left alone.

Your Williamstown advisers

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

Victoria

Sheena Vohra

Senior Financial Advisor
Victoria

Sam Khan

Senior Financial Advisor
View All Advisers

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 Williamstown​

Our Williamstown 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.

Williamstown office details
Williamstown Mortgage brokers

Questions to ask your Financial Advisor in Williamstown

Why see an adviser in Williamstown rather than in the Melbourne CBD?
Because you will actually see them. Our Williamstown 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 Williamstown office?
Williamstown and the surrounding area, including Newport, Altona, Spotswood, Yarraville, Seddon, Footscray, Point Cook and Altona Meadows. 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 Williamstown 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 Williamstown 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 Williamstown 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.

Williamstown 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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