64 Jolimont Street, East Melbourne VIC 3002

Financial Planning Services

Financial Planning Services East Melbourne

W Marshall & Associates can offer a wide range of financial services including;

  • Wealth Creation: financial strategies, investment strategies, investment planning and placement (managed funds and direct shares), gearing strategies, savings plans.
  • Retirement planning: personal superannuation, corporate superannuation, retirement income streams, Centrelink strategies, estate planning.
  • Cash flow management & budgeting.
  • Business, home & and investment loans.
  • Wealth Protection: death, disability, trauma, income protection insurance.
  • Leasing and other asset purchase finance.
  • Preparation of Financial Plans for both individuals and businesses.

Ongoing Reviews

We recommend an annual review of your Financial Plan as this allows for changes in personal circumstances, movements in investment markets, and changes in tax rulings and legislation to be considered.

We maintain your data and can regularly report to you on your investment portfolio. This ensures that your strategies continue to meet your requirements of both long and short term objectives and can also be modified should your requirements change.

W Marshall & Associates are committed to providing you with the highest standards of professional advice and service and we welcome the opportunity to discuss with you all your financial questions. Together, W Marshall & Associates can help you attain your financial goals and objectives.

Doug Cameron is an authorised representative of Synchron, AFS Licence No. 243313

Financial Services Guide | Disclaimer | Privacy Policy

W Marshall & Associates 64 Jolimont Street, East Melbourne VIC 3002

Important: This is not advice. Clients should not act solely on the basis of the material contained in this Commentary. Items herein are general comments only and do not constitute or convey advice per se. Also changes in legislation may occur quickly. We therefore recommend that our formal advice be sought before taking any action. The Commentary is issued as a helpful guide to clients and for their private information. Therefore it should be regarded as confidential and not be made available to any person without our prior approval.