Edsuplan Financial Services has a proud history of developing financial strategies to help build and protect wealth. Specialising in cash flow management and debt reduction strategies, Edsuplan has been a trusted source of financial advice for Victorians for 34 years.
Whether you have short-term goals such as saving a deposit to buy a home or investing for your children’s education, or long-term goals such as planning for retirement, the team at Edsuplan Financial Services will tailor a plan to suit your needs for the duration of your financial journey.
Our advanced technical knowledge combined with highly capable administrative support means you will never have to worry about your financial situation again.
Our professional and personalised approach enables us to develop financial strategies specific to your personal situation, ensuring you make the most of your income, savings and investments.
We understand the time constraints of work and family life, you operate under. Edsuplan make it a priority to reduce your stress by providing you with total peace of mind regarding everything to do with your financial situation. The team at Edsuplan Financial Services are a trusted source of knowledge, delivered in a proactive and timely manner. Clients can be confident that advice can be given at all times throughout their family life cycle.
We provide a full and comprehensive financial planning service to individuals and families throughout the Melbourne Metropolitan area- :
How will you benefit?
By working closely together, we can provide you with:
- clarity of goals and objectives throughout your financial journey
- knowledgeable advice
- a financial plan tailored for you
- recommendations on tax effective strategies
- ongoing portfolio review and management
A Win/Win fee structure
A full list of fees and charges can be found in our Financial Services Guide. Before implementing your plan we will ensure that you are fully aware and understand all fees and charges that apply to your specific situation.
We also offer a variety of salary-packaged service packages tailored to the needs of clients in the government education system. Our advisers can help you choose a package to suit your financial needs and objectives.
*Any advice contained in this website is of a general nature only and does not constitute personal financial product advice. In preparing the advice no account was taken of the objectives, financial situation or needs of any particular person. Therefore, before making any decision, readers should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.