Financial planning

Whether you are starting out to build wealth, are already managing significant wealth, or even starting late, professional advice will make your path to where you want to be that much easier:

Our financial planning division, Consolidated Investment Planners can assist you with financial strategies for all life's stages:

Starting out. Setting up for your future
Investment strategies and debt management
Growing your wealth in your 30's and 40's
Dealing with life events
Approaching retirement. Understanding all your options
Retirement - sustaining the life you want
Protecting your family in the event of your untimely death
Succession planning to protect your business
Catching up. It is never too late to start building security

Consolidated Investment Planners are specialists in the areas of:

Self Managed Superannuation Funds
Superannuation planning and management
Superannuation consolidation
Income Protection products
Investment advice
Life insurance products
Sickness and Trauma cover

If you would like expert help with any financial planning issue give Consolidated Investment Planners a call on (03) 9923 7755

Request a Call Back

Call Us now on (03) 9923 7755 or use the enquiry form below and we will contact you within 1 business day.

Privacy Policy

Your privacy is important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used. To make this notice easy to find, we make it available on our homepage and at every point where personally identifiable information may be requested.

The Information We Collect: This notice applies to all information collected or submitted on the website. The types of personal information collected at these pages are: Name, Email address and Phone number

The Way We Use Information: We do not share this information with outside parties except to the extent necessary to complete that order. Finally, we never use or share the personally identifiable information provided to us online in ways unrelated to the ones described above without also providing you an opportunity to opt-out or otherwise prohibit such unrelated uses.
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How To Contact Us: Should you have other questions or concerns about these privacy policies, please call us at (03) 9770 2255 or send us an email by filling out the form above.