Financial Planning

Our focus is on providing practical and tailored financial planning advice to you at all stages of your life.

We align our advice with an awareness of your personal and financial needs to help you become successful and improve your financial well-being.

We endeavour to develop long-term relationships with you to ensure that your plans remain on track and assist you in navigating changes that may impact on your plans, whether it be changes to your personal circumstances, or changes brought about by economic, markets or Government legislation.​

Self-Managed Superannuation Funds

Many of you have established a Self Managed Superannuation Fund (SMSF) as a central part of your long-term financial plan. As a Trustee of an SMSF you are faced with a myriad of compliance requirements to ensure your Fund is compliant with both tax and regulatory rules.

What We Do

We can provide compliance support to Trustees, including the preparation of financial statements, tax returns and audit.

We can assist you with technical advice including strategies to access your superannuation in retirement or benefit from transition to retirement strategies. Ongoing planning to maximise wealth from investments will take the stress out of managing your Fund.

Where required by law, our advice is provided by Advantage Financial Advisors Pty Ltd,
an authorized corporate representative of Advantage Advisors Corporate Pty Ltd (AFSL 311489).


Why Don’t We Talk Business?

    Martin Phelan and Phil McIsaac  Melbourne Tax Accountants and Business Advisors
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