Financial & Investor Management are authorised representatives of Apogee Financial Planning. We have over 26 years of experience, specialising in financial advice and financial planning services for a range of clients.
Our expert team is dedicated to giving clients the opportunity to achieve the lifestyle they desire through strategic financial management. We offer a professional service that is backed by MLC Australia. We’re committed to providing a responsive, professional and personalised service, helping our clients take control of their financial future. Our experienced staff of advisers that can help you make the most of your money.
“I have been dealing with Financial & Investor Management over the past 5 years and in particular as the Power of Attorney for my Mother. During this period they have been more than helpful in assisting my Mother with the transition into aged care, obtaining all allowable benefits from the DVA, Department of Health and Ageing and any other investment financial matters that arose at any given time. On a personal note they have also been of great benefit to both my wife and myself in respect to the transition to retirement both in a financial means and also associated ideas concerning retirement. I would therefore have no hesitation in recommending Financial & Investor Management to anyone seeking good and honest advice.” Ian - Rowville, Victoria
“The team at Financial & Investor Management arranged in helping me with the best advice and portfolio with securing my Father's financial affairs whilst he was ill and in an Aged Care facility. They dealt with everything professionally, personally and friendly including all issues with Centrelink, restructuring assets to ensure the most beneficial outcome possible. They went out of their way to ensure their advice was explained, communicated and ensuring that all paperwork was completed. I would recommend FAIM for the best service and professional advice.” Judith - Epping, Victoria
“Thank you for your sound financial advice. I have also referred family and friends to Financial & Investor Management for financial advice and they have also been guided in the 'right direction'.” Diane - Plenty, Victoria
‘The greatest compliment we can receive is a recommendation of our strategic financial management services to your friends and family’ Aged Care Specialists Aged Care Financial Services Financial Planning Financial Advice Aged Care
For more information on our financial planning service or for tailored advice from one of our advisers call us on 03 9576 7444 or e-mail us at firstname.lastname@example.org