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Financial Planning Service


Unlock your financial potential with expert financial planning services in Vermont. Secure your future, maximise wealth growth, and achieve your financial goals with our trusted advisors by your side.

Why hire us as your financial planner in Vermont, Australia?

Dedicated to Excellent Customer Service

At our firm, we not only excel in providing financial planning services, but we also prioritise delivering exceptional customer service. Unlike many other firms in the industry, we understand the significance of providing a positive customer experience. Our commitment lies in placing our clients’ priorities and interests at the forefront of everything we do.

Experienced and Professional Team

Our team consists of highly skilled professionals who possess extensive knowledge in the field of financial planning. With their expertise, you can have confidence in the quality of financial advice and guidance you will receive. Having our team by your side ensures that you make informed decisions and navigate your financial journey with expertise.

Transparency and Inclusion

We believe in keeping our clients informed and involved throughout the financial planning process. We ensure that you are aware of your financial situation and provide regular updates on the progress of your plan. Our aim is to create a collaborative environment, where you have a clear understanding of your financial strategy and actively participate in its success.

Proven Success Rate

We are proud of our track record of delivering successful outcomes for our clients. Our past clients have experienced positive results, and we are confident that we can achieve the same for you. As your financial planners, we are committed to your financial success and will work diligently to help you achieve your goals.

We are dedicated to provide timely service and quality whilst adapting with the times to offer our clients innovative solutions.

    Our Comprehensive Services as Financial Planners


    Personal Wealth and Family Protection Strategies

    We specialise in developing strategies that safeguard your personal wealth and protect your family's financial future. Our team of experts understands the importance of proper financial advice to preserve and grow your family's wealth. We will work with you to create a tailored plan that ensures your heirs are well-prepared to manage and sustain the family wealth.


    Investment Planning

    As your career progresses, having a solid investment plan becomes crucial. We understand that the perceived risks of investing can be intimidating. However, with our guidance and years of experience, we can help you develop a personalised investment portfolio. Our goal is to minimise risk while maximising returns, ensuring that your investments align with your financial objectives.


    Estate Planning and Wealth Transfer

    Transferring wealth to your loved ones can be a complex process, but with our guidance, we make it seamless and efficient. We will assist you in creating a comprehensive estate plan that addresses your wishes and minimises potential complications. Our expertise in wealth transfer ensures that your assets are distributed according to your preferences while considering tax implications and legal requirements.

    When you choose us as your financial planner in Vermont, Australia, you can expect exceptional customer service, a professional and experienced team, transparent communication, a proven success rate, and comprehensive services tailored to your needs. Contact us today to embark on your journey towards financial prosperity.

    Take control of your finances

    With our expert guidance

    Take control of your finances with Future Needs’ expert guidance.  Our financial planning services in Vermont empower you to make informed decisions and take charge of your financial well-being.  With our experienced team of advisors, we provide personalised guidance tailored to your unique needs and goals.  Whether you’re looking to create a comprehensive financial plan, optimise your investments, plan for retirement, or manage debt, we have the expertise to assist you every step of the way.  Through a collaborative approach, we work closely with you, understanding your financial aspirations, and developing a customised strategy that aligns with your vision for the future.  With Future Needs by your side, you can confidently navigate the complexities of financial planning and secure a brighter financial future.

    Financial goal planning

    Cash flow management

    Risk assessment strategy

    Investment portfolio optimisation

    Collaborative Financial Planning Services

    At Future Needs, we believe in the power of collaboration. As your financial planning partner in Glen Waverley, we emphasise building a strong relationship with you based on trust, transparency, and open communication. We understand that financial planning is not a one-size-fits-all approach. That’s why we take the time to listen to your needs, concerns, and aspirations. Through collaborative financial planning services, we work together to create a comprehensive plan that reflects your unique circumstances and goals.

    Our team of advisors brings their expertise to the table, but we value your input and actively involve you in the decision-making process. We believe that your financial journey is a partnership, and we are here to guide and support you every step of the way. With Future Needs’ collaborative approach to financial planning, you can feel confident and empowered as you work towards your financial objectives.

    Top Melbourne Financial Planning Services

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    We are dedicated to provide timely service and quality whilst adapting with the times to offer our clients innovative solutions.


    Financial planning services in Vermont offer numerous benefits. By working with experienced professionals, you gain access to expert guidance tailored to your specific financial situation and goals. Whether you’re planning for retirement, looking to optimise your investments, or manage your finances more effectively, financial planning services can provide you with the strategies and tools to make informed decisions and achieve financial security.

    Financial planning services in Vermont typically begin with an initial consultation where you discuss your financial goals, concerns, and current situation with a qualified advisor. The advisor will assess your financial health, analyse your assets and liabilities, and create a comprehensive plan tailored to your needs. This plan may include recommendations for investment strategies, retirement planning, risk management, and more. Regular reviews and adjustments are made to ensure your plan remains relevant and aligned with your evolving goals.

    Yes, financial planning services can help you save money by providing you with effective strategies to manage your finances. Through budgeting techniques, debt management plans, and investment strategies, financial planners can help you optimise your income and expenses, reduce unnecessary costs, and maximise your savings potential. They can also provide guidance on tax planning and minimising tax liabilities, which can further contribute to your savings.

    Regular review and monitoring of your financial plan are crucial. Changes in your life circumstances, financial goals, or market conditions may require adjustments to your plan. It is recommended to have a periodic review with your financial planner, typically at least once a year or when significant life events occur, such as marriage, starting a family, changing jobs, or nearing retirement. This ensures that your financial plan remains up to date, relevant, and aligned with your evolving needs and objectives.