Investment advice

At My Financial Planner, we believe that investing is not speculating. To be a successful investor requires a disciplined approach and an investment strategy that’s customised to your individual goals, objectives and requirements.

We design investment strategies that are based on a thorough understanding of your circumstances, attitudes and objectives. And we only proceed when you are entirely comfortable with the investment strategy we recommend.

To find out more about our approach to investing, please contact us or download our Investment Advice eBook.

Introduction to Investing

Learn more about:

  • Understanding risk
  • Investment concepts
  • Tax-effective investing
  • Returns on investments
  • Asset classes
  • Managed funds
  • Investment bonds

and more.


My Financial Planner
9 Keilor Road
North Essendon VIC 3041

P: 03 9374 1600
M: 0404 005 627