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ABOUT US

To help you achieve your financial goals, More than Wealth can provide you with holistic financial planning services. The team at More than Wealth believe that comprehensive financial advice can only be provided when the accountant and financial advisor are working closely together. We work closely with the More than Tax Accounting team to ensure all aspects of your financial affairs are considered.  

 

Our expertise includes comprehensive financial advice, structuring investment portfolios, superannuation and retirement planning, self-managed super funds, aged care financial advice, wealth protection and inter-generational wealth transfers (estate planning).

 

CONTACT US

Suite 9, 1020 Doncaster Road, Doncaster East   Vic  3109

03 8548 1064 | info@morethanwealth.com.au

 

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© 2019 by More Than Wealth Pty Ltd | ABN 86 612 643 204 | Website Design by More Than Your Brand

PRPIA Pty Ltd, (ABN 61 144 888 433) trading as More than Wealth, is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee 234665.