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Paul Money Partners > Our Services > Financial Services

Financial Services

FINANCIAL ADVICE, WEALTH MANAGEMENT SERVICES, PERSONAL RISK AND BORROWING ARRANGEMENTS

Self Managed
Super Funds

With our experience and knowledge of SMSFs we will assist you with advice on appropriate investments for this type of structure.

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Wealth Consolidation

Money eases our journey through life and helps us to achieve our goals. The experienced and qualified financial advisers in the PMP Advisory team can assist you to invest it wisely.

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Private Client
Service

Get the basics right. You have most probably heard this message over and over but there is a good reason for this – it is so important. To use a time honoured building metaphor, the basics are the foundations upon which your wealth is built.

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Superannuation
Health Checks

If you would like us to review your superannuation and/or your retirement plan please contact us and we will be in touch with you shortly.

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Our Services

YOUR SUPERANNUATION OBLIGATIONS Download our PDF by Sean Kirby from our Carlton office on meeting your super obligations.

Need Help ?

Call us any time during business hours and chat to our friendly team of experts.

Carlton: 03 8566 7600
G’borough: 03 9435 4066

EMAIL OR VISIT US

Take the first step

by calling Paul Money Partners today