Phone: 03 9553 1535
Offices in Mornington and Malvern
Whether you have short-term goals like home loan deposits, children’s education or long-term goals such as retirement planning, the team at Edsuplan will tailor a plan to suit your needs for the duration of your financial journey.

    • Growth Package

    • $1,100.00 pa

      • General enquiries & administrative support
      • Online tools
      • Market news & insights
      • Yearly review offer
      • On-going access to financial planner
    • contact us
    • Accelarate Package

    • $1,650.00 pa

      • General enquiries & administrative support
      • Online tools
      • Market news & insights
      • Yearly review offer
      • On-going access to financial planner
      • In-depth portfolio report
      • Centrelink assistance
    • contact us
    • Platinum Package

    • $3,200.00 pa

      • General enquiries & administrative support
      • Online tools
      • Market news & insights
      • Yearly review offer
      • On-going access to financial planner
      • In-depth portfolio report
      • Centrelink assistance
      • Yearly meeting with financial planner
    • contact us


Our Step-by-Step approach gives a fully tailored financial plan:


financial planning


Step One – Gather all the facts

We need to put together an accurate picture of your financial situation including the assessment of your investment and risk profile, which can range from conservative to aggressive.


Step Two – Set Financial Goals

We can assist you in setting your short, medium and long term income requirements, and expenditure estimates, as well as assisting you to identify any other personal and business needs


Step Three – Identify Options & Strategy Development

We identify a variety of financial strategies that fit your investment and risk profile. After analysing information on all the available options, we then develop the most appropriate financial strategy for your objectives.



Step Four – Setting the Scope of Advice Requested

We set the scope of the advice requested, by:
  • verifying your financial position
  • clarifying your investment profile
  • advising our recommended strategy, and
  • stipulating which specific investments will meet your needs and objectives.
Naturally, you need to review this financial plan, and advise any amendments, qualifications or changes you require.
Once you are satisfied with the financial plan, we require your authority to proceed.


Step Five – Portfolio Construction

All necessary documentation, product application forms, etc., are completed. All the elements that form the recommended plan are actioned.


Step Six- Portfolio & Plan Review

Your portfolio and plan should be reviewed on a regular basis. The frequency of review can be discussed with your financial planner, however as a minimum we are required to offer a review every three years. As your needs and circumstances change, a review of your plan can identify whether changes are required to ensure the strategy and financial plan continue to meet your needs and objectives. If any changes are recommended we always seek your approval before proceeding.



Book an appointment

Our Advisors can come to your workplace or come visit us at our offices.
Edsuplan Teacher Financial Services

More Details
FSG

For further details including the financial services we can offer you and how we are remunerated, please read the Financial Services and Credit Guide.

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Contact us

Head Office:

Level 1

60/1140 Nepean Highway,

Mornington Victoria 3931

By appointment only

 




Phone:
03 9553 1535

Postal Address:
PO Box 336
Mt Martha, VIC, 3934 Australia