WHAT WE DO

 At Martindales Financial Consulting, Elders Financial Planning Norwood we believe in helping clients build the complete program they need to reach their earning potential during their working years, as well as helping them with their Life Insurance and Income Protection, retirement planning, superannuation, managed investments and estate planning needs.

We love investing and everything finance, but more then that we take an interest in what’s important to you and your family.

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HOW WE DO IT

We take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live a lifestyle of choice.

We achieve this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

OUR ADVICE FOR YOU

Focuses on what you want to achieve out of life and having the money at the right time to live your best life possible. We like to do this whilst removing some of the volatility, which basically means smoothing out the financial journey for you.

We often have different advice needs based on our age or stage of life. Our advice when coupled with our ongoing service ensures that we establish a trusted partnership with you.

WHAT TO EXPECT BEFORE YOUR FIRST APPOINTMENT

This meeting is about helping you and your financial adviser understand where you are and how we can help you.

You’ll discuss your current financial situation and discuss topics such as:

  • What’s important to you and your family?
  • Where are you now, and what are your most urgent needs?
  • Where do you want to be and what would you like to achieve in the future?
  • What other issues do we need to consider?
  • What’s your current investment experience and attitude?

LIFE STAGES Valuable advice throughout the 4 stages

ONGOING SERVICE PROGRAM

Elders Financial Planning Norwood understands the importance of putting in place an ongoing planning process to help you achieve your lifestyle goals.

This process is underpinned by a commitment from both Elders Financial Planning Norwood and you; all supported by a tailored service program that helps you remain on track.

MEET THE TEAM

McLean Whittaker CFP

Financial Planner

mclean.whittaker@eldersfp.com
0419 867 709
McLean brings over fifteen years experience in the Financial Services Industry with modern flair to Elders.

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John Kulas CFP

Certified Financial Planner

john.kulas@eldersfp.com
0413 726 638
John has completed the Certified Financial Planner program, and graduated from the University of Adelaide in 2000 with a Bachelor of Economics.

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David Gepp

Office Manager

david.gepp@eldersfp.com
08 83330733
David has worked for the business for 6 years by assisting clients to achieve prompt and efficient outcomes to all their needs.

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