About Diversified Financial Planners

Our Team

The friendly and professional team at Diversified understand that everyone has different goals, assets and journeys when it comes to financial planning.

Understanding You

Recognising each individual situation and life stages is the first step in building ongoing relationships and providing tailored solutions and advice.

With that in mind our qualified team will guide you on your journey, identify your goals, tailor a financial plan or investment strategy, and put you in control of your finances and future.

Life Stages

As we journey through life we are confronted with different situations in relation to our finances.

Initially, it may be in relation to contributing to our super, planning for parenting or buying a house. Later in life we may wish to start a business, purchase an investment property or plan for our retirement.

Regardless of your life stage, Diversified is here to assist you with tailored, professional advice and strategic solutions to protect your current lifestyle and secure your financial future.

Our Ongoing Review & Service Packages

To ensure you remain on track to achieve your goals and objectives we offer a range of ongoing service packages that can be tailored to accommodate your personal requirements.

How We Help You

At Diversified our qualified and experienced Financial Planners provide our customers with excellent planning, prudent and cutting edge strategies and successful implementation.

How We Can Help

Quick Enquiry

Your privacy is important to us and AMP Financial Planning Pty Ltd which is part of AMP. You may request access to your personal information at any time by calling us on 03 9770 6499 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available form us or AMP from time to time.

How You Will Benefit

We provide a comprehensive service focusing on:

  • A personalised plan detailing your current position and recommended solutions to reach your goals
  • Reducing debt to start a wealth creation plan
  • How to maximise your retirement savings
  • Making the complex simple through specialised skills, expertise and technology in superannuation, investments and self managed superannuation funds
  • Planning and managing the transition of your estate
  • Protection of your assets and goals through the use of insurance providing peace of mind.

A Range of Financial Solutions

In forming your personal strategy recommendations, we can provide solutions and products from a range of approved insurance companies, fund managers and service providers.

WHAT OUR CLIENTS SAY

WHO WE SUPPORT

  • Relay for Life
  • Mums Supporting Families In Need
  • Bandara Project
  • Cancer Council Victoria
  • Frankston Primary School
  • Local Business