PlanActive provides financial planning advice to the people
seeking to change their financial position

Why a financial planner

Most of us look forward to having the financial freedom to work less and travel more, spend more time with our kids or have a truly secure retirement.

However, many Australian’s resist seeking advice as ‘we often decide to manage our financial affairs ourselves or leave it to someone we know’. While some people are able to succeed the vast majority don’t achieve our financial goals.

Who are we?

PlanActive Financial Solutions is a business that very proudly operates to enable everyday Australian’s to seek financial advice from a qualified Financial Planning specialist. Servicing all of Melbourne and with over 15 years experience working in Global Investment banking prior to commencing his career in Financial Planning, Paul delivers clear, precise, easy to understand analysis and solutions for his clients.

Paul will take the time to understand your financial position, lifestyle needs, your goals and just as importantly your concerns. Paul will create a customised financial plan solution, with advice and support tailored to meet your goals & actively monitor progress through an effective ongoing relationship.

Our Services

Superannuation

We can help you create a personal superannuation strategy to suit you with the key focus on growing your investment while taking advantage of the tax concessions available.

Wealth Protection

We can help you create a personal insurance strategy to ensure you have adequate cover in place to protect you and your family in the unfortunate event of serious illness, injury or premature death.

Wealth Creation

We can help you implement strategies that are designed to create and manage wealth regardless of your stage in life.

Debt Reduction

Credit Cards, Personal Loans or Mortgages can place undue stress on your household income. We can help you with effective strategies designed to reduce your debt.

Investment Strategies

We can help you create tailored investment solutions to suit your needs, taking advantage of investment markets both in Australia and Globally.

Plan to Retirement

Will you have enough income in retirement? We can help you to plan now to ensure that your retirement is stress free and the most enjoyable time in your life.

Paul is reliable, dedicated and eternally upbeat. His quality of work was excellent combined with his great communication and follow through. His knowledge and explanation of policy’s was very thorough. I would highly recommend Paul to anyone who wants a financial planner that not only tailors a plan to suit your needs today but also for you future.

Michael

PlanActive provides financial planning advice to the people seeking to change their financial position