Open Financial Services is a financial planning firm that offers financial planning services to clients across Melbourne.
Our goal as financial planners and advisers is to help our clients achieve a more prosperous future by providing them with quality advice. We pride ourselves on providing the very best investment and financial planning advice to our clients. With professional financial planning we can grow your wealth ensuring a more prosperous future for you and your family.
The initial client meeting is free of charge, where we discuss how clients can best achieve their financial goals. After the initial meeting we provide clients with a fixed dollar quote for preparing a financial plan. We charge on a fee for service basis and ensure our clients do not pay entry or exit fees on any managed investments or superannuation funds we recommend.
We offer the following broad range of services:
- Comprehensive Financial Plans
- Retirement Planning
- Superannuation & Rollover Advice
- Self Managed Super Fund Advice
- Salary Sacrificing Strategies
- Transition To Retirement Strategies
- Retirement Income Stream Advice
- Redundancy Plans
- Tax Minimisation Advice
- Investment Portfolio Management
- Wealth Creation & Investment Strategies
- Monitored Share Portfolios
- Managed Fund Portfolios
- Ethical / Green Investing Advice
- Borrowing To Invest Strategies
- Property Advice
- Home & Investment Loans
- Life & Disability Insurance Advice
- Seminars & Workshops