Monash Wealth is experienced in providing the direction and structure for your financial resources. We guide you through Wealth creation, Superannuation, Life insurance, Investments, Budgeting, Wealth transfer, Aged care advice, Debt planning and Retirement planning.

Our team ensures that you have achieved a competitive outcome in your financial path. We work with you to provide clarity, peace of mind and confidence in your financial future. We stay up to date as per the changes in the Law so that we can provide updated information to our clients.

We understand that finance can be a time-consuming and confusing area for some people. But we have strategies in place to simplify the financial terms for you to assist in achieving your financial goals. We maintain an ongoing relationship with our clients as we understand that your situation may change in the future and our advice may need to adapt and evolve along with it.

We are licensed with The Complete Planner Pty Ltd. Please refer below to our Financial Service Guides (FSG).

View our financial services guide: Part 1

View our financial services guide – Adviser profile – Shan: Part 2

View our financial services guide – Adviser profile – Shweta: Part 2

View our financial services guide – Adviser profile – Titilayo: Part 2

View our fee structure

Important information

Monash Wealth Pty Ltd is a corporate authorized representative (no. 001281923) of The complete planner Pty Ltd ABN 16 639 693 342. Australian Financial Services Number: 278161, Suite 2, Ricketts Road, Mount Waverly, Vic 3149.

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