Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Peninsula Wealth & Financial Services is a boutique financial planning dealer group based in Victoria.
Our team are passionate professionals focussed on helping their Authorised Representative’s plan for a secure financial future for their business by providing them with advice and support to reach their financial goals and objectives.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Our Financial Planning Practices
How our advisers help
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Who we are
Peninsula Wealth & Financial Services is a privately-owned licensee and is not affiliated with any bank or financial institution and only partners with like-minded professional individuals who can help you manage all aspects of your financial planning business.
With the ongoing changing legislative and regulatory environment, Peninsula Wealth & Financial Services are continually evolving to provide compliant advice solutions for our representative s and clients.
Peninsula Wealth & Financial Services has been established with the premise of offering like-minded professional with the ongoing support derived from its principals years of industry experience by way of an open ended best practice sharing philosophy to ensure that its representatives have the peace of mind of knowing that they are being supported by a highly compliant and efficiently run AFSL, one who has the best interests of its representatives and their clients at the very forefront of everything that they do.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow, make the most of today.
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