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Independent Financial Advice for SMSFs. Telephone: (03) 5974 4350. Media & News. Our Philosophies and Values. Tax Strategies for Retirement. Investment Strategy & Advice. Self Managed Super Funds (SMSF’s). Australian Direct Share Investment. Income Protection & Life Insurance. Independent financial advice is advice you can trust. Why we choose to be independent financial advisers. Why you can trust us. How we can help you. Financial Planning Expert is an independent financial planning practice specialisi...

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Get Professional Help From a Financial Planner. How to Manage Your Finances. If you are not an organized person, becoming an expert on how to manage your finances might be quite hard to do. But, the thing you should know about managing your financial situation properly is that you can maintain a credit score acceptable to all financial institutions in the country. Positive credit scores become much beneficial to individuals who apply for credit cards, buy houses, or apply for loans. The above are time te...

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Financial Planning

Is a process whereby one tries to strike a balance between his or her monthly incomes and expenses as to avoid getting into debt. At the same time, planning allows one to save money for the purchase of a certain movable or immovable property in a more distant future. This brief guide outlines some strategies that help you build your own financial safety net. Has plenty of additional information on the subject.

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FPA of Florida – Serving as a unified voice of the financial planning profession

The History of the Financial Planning Association of Florida. Call us (800) 322-4237 ext. 7186. The History of the Financial Planning Association of Florida. Plans for FPA of Florida’s 2018 Spring Advocacy Day are underway. Join us in Tallahassee February 26-27, 2018. FPA of Florida Recognizes Our Valuable Resource Partner. Joe Grimes, CAE. Financial Planning Association of Florida. 800) 322-4237 ext. 7186. 2018 Financial Planning Association of Florida. Privacy Policy.

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Independent Financial Planning – as you need it - Financial Planning FocusFinancial Planning Focus

Skip to primary content. Skip to secondary content. Assistance With Plan Implementation. What Makes Me Different. Independent Financial Planning as you need it. Financial Planning, Budgeting, Investment Advice. I am also a Registered Investment Advisor. I provide objective and affordable solutions for investors looking for cost-effective help with investing. I focus on your needs, with no management fees based on minimum investable assets. No matter what your financial questions may be, I believe the bes...