Creating financial goals is empowering, but sometimes it can feel overwhelming. That’s where we can help.

Our expert, ethical advice is designed to put you first.

We’ll sit down with you, identify your individual needs and together we’ll create a plan for your future.

It all starts with an initial consultation, which for a limited time is just $50* (normally $150).

Here’s how we can help you

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Plan for retirement 

So you can live the retirement lifestyle of your dreams.

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Suitable investment strategies 

Tailored to your risk-return profile.

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Protect your loved ones 

For your own peace of mind.

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Estate planning 

To prepare future generations.

For a limited time, take advantage of an initial consultation
saving you $100*.


Why make an appointment?

As a customer owned bank, 100% of our profits are reinvested into you. 

This means that our Senior Financial Planners are solely focused on putting you first, as they always have.

With over 12 years experience and trust and transparency at the forefront of their mind, our Senior Financial Planners are here to understand your needs and recommend the right strategy for you.


Meet our Team

 

Ben Holian

Ben Holian
Hawthorn East

Steve Reardon

Steve Reardon
Hawthorn East

Charlie Battaglia

Charlie Battaglia
Hawthorn East

Paul Patman

Paul Patman
Moonee Ponds

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Get started today

Whether it’s organising your consultation or financial solutions for significant life events, enquire below and we’ll be in touch.


Fact Sheets

Want more information? Download the Financial Planning Consumer Guide from the Financial Planning Association of Australia (FPA).

Important Information

*Offer available to initial consultations booked between 1 March 2019 – 30 April 2019. Consultations may take place after the promotional period but before 30 June 2019. This information does not take into account your objectives, financial situation or needs. Therefore you should firstly consider the appropriateness of this information and refer to the Terms and Conditions or Product Disclosure Statement (PDS) before acquiring a product. These documents are available by contacting Financial Planning on 1300 654 193. © Copyright Victoria Teachers Limited. ABN 44 087 651 769 | AFSL/Australian Credit Licence Number 240 960.