Life-Based Financial Planning
Tomorrow's lifestyle is a result of today's action
Need help to achieve your goals in life? We use an array of investment strategies to help grow the wealth of our clients, while providing the financial coaching to equip them for future success.
Who we are and what we do
AssetPlan is a boutique financial services company that was established in 2000. Located on Bourke Street in the heart of Melbourne’s CBD, our advisors take pride in ensuring that our financial advice remains at the forefront of the industry.
We enjoy helping clients realise their financial goals, and making the most of any opportunities that come their way. AssetPlan is fully owned by the advisers who work with the company.
We also liaise with your other professional advisers, such as your lawyer or accountant, to ensure that the best solution for your needs is achieved.