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We help individuals, families and businesses manage and create wealth via transparent strategic advice.

Financial Planit is a boutique wealth management firm based in Burgundy Street, Heidelberg.  We provide financial advice across a range of diverse areas including retirement planning, superannuation, Self-Managed Super Funds (SMSF), insurance and estate planning.

We believe that financial planning is not simply about investing, but rather developing and implementing strategies representative of your financial priorities.

At Financial Planit we care about our clients and work with them to develop strategies that lead to greater clarity and can assist them on their path to financial freedom.

Our relationships with our clients are based on trust and honesty.

We pride ourselves on offering a wide range of choices while maintaining a high level of integrity.

As an independently owned company, the advice and recommendations we offer you are based entirely on your personal needs and objectives rather than a large institution’s need to sell products.

Our services deliver value for money.

Speak to us and discover how we can create strategies to improve your financial well-being.