Diversified Financial Planners

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ABOUT DIVERSIFIED FINANCIAL PLANNERS

 The friendly and professional team at Diversified understand that everyone has different goals, assets and journeys when it comes to financial planning.

We provide a comprehensive service focusing on:

  • A personalised plan detailing your current position and recommended solutions to reach your goals
  • Reducing debt to start a wealth creation plan
  • How to maximise your retirement savings
  • Making the complex simple through specialised skills, expertise and technology in superannuation, investments and self managed superannuation funds
  • Planning and managing the transition of your estate
  • Protection of your assets and goals through the use of insurance providing peace of mind.

A Range of Financial Solutions

In forming your personal strategy recommendations, we can provide solutions and products from a range of approved insurance companies, fund managers and service providers.

 

Location

Diversified Financial Planners,  6-8 Skye Road,  Frankston 3199  View Map

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