Moran Partners Financial Planning is an award-winning, fee for service, Melbourne-based advice practice. Established in 2001 as Paul Moran Financial Planning, we have had a long history of placing the clients interest first – at all costs.
Clients will come to us that want to retire on a stable and secure income in either 5, 10 or 15 years time. They know they need to do something, but they aren’t sure what? In this case, it is important to balance their current needs and living expenses (kids education, mortgage) with the need to build wealth for their long term objective – retirement or a seachange. Strategies for these clients can range from Investment properties, Self Managed Super Funds, Direct Shares, Gearing or Risk Protection. The appropriate strategy is dependent upon what is right for the client based on what it is they want to achieve. - Wealth Builders
How We Help
Often these clients will come to us because they have worked for the last 30 years and amassed assets in super, shares and/or property. Often, they are not sure what is the best way to structure their assets and investments that ensures they have a stable and secure income in their retirement. They want to be able to take advantage of any stable secure investment structures that provide them with a tax free income in retirement, whilst also maximising their Centrelink benefits. As our clients often say “I have worked hard and paid tax for the last 30 years, I deserve to take advantage of the government incentives”. - Retired or Retiring Clients