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VM Financial Planning

PO Box 2178 
Toowong QLD 4066 
07 3310 8846


VM Financial Planning News

  • The New Normal - What Does It Mean?

    _compass

    When Markets settle in to a more normal state it will be a different normal than forseen before the GFC.

    AXA's Chief Investment Officer Mark Dutton looks at what the 'new normal will mean for investors.

  • Why You Should Only Feed the Bears

    lonsechand

    Read more

  • Cycle of Market Emotions

    We all know that emotion plays a large part in investing - but how do we take advantage of it?

    Read More

VM Financial Planning

A Business built on referrals

VM Financial Planning is a boutique style practice. The strength in the practice lies in the source of our business which is strictly referral based. This means that we share your goals because our success is dependant on yours. Our referrals have provided us with a steady increase of our client base – clients who want strategic advice and careful oversight of their investments.

Focus on Strategy not Product

We have a simple approach that helps you take a ‘big picture’ look at where you are now and where you want to be financially. Using this process we help you to work out what you need to do now and in the future to reach your financial and lifestyle goals.

Our process starts with gathering relevant financial information from you. We then ask you to set clear, measurable and realistic goals drawing on our expertise and assistance. Our skill is to then consolidate this information into a customised plan, so that every activity and investment is based on your individual financial future. We will then regularly review this with you to assist you in reaching your financial and lifestyle goals.

An Implemented Consulting Service

VM Financial Planning provides an implemented consulting service. This provides the following:

  1. Assistance and advice provided to clients to establish strategic direction; set investment objectives and strategies.
  2. Initial and ongoing advice to meet your specific investment objectives;
  3. Construction of a portfolio on your behalf utilising our extensive experience and affiliated research house.

Professional advice that maximises your financial independence

At VM Financial Planning our aim is to provide personalised investment advice that minimises our clients’ financial concerns and maximises their financial independence. Clients have chosen us because of the confidence they have that we will help them achieve their goals. We understand that every client has unique needs. Our role is to help you make well informed decisions, providing you with greater financial independence and security.