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Our sound financial planning services are designed to help you achieve your financial goals sooner, regardless of your current stage in life.

At PPT Financial, we understand that everyone’s financial situation is unique and that’s why we provide tailored solutions to meet your specific needs.

Listening to Your Needs

Our team of experienced financial planners assist clients through the Ballarat, Geelong and Melbourne region. We take the time to listen to your individual aspirations, understand your financial situation and work with you to create a plan that fits your needs and budget.

Trust Through Transparency

We believe that transparency is key in building trust with our clients, which is why we always outline any applicable fees and costs so that you can make informed decisions about your financial future.

Tailored Financial Plan

We don’t believe in a one-size-fits-all approach to financial planning. Our open-minded approach means that we consider a variety of investment options, including shares, managed funds, listed and unlisted property, term deposits and other forms of investment that you may prefer. Our goal is to help you achieve financial security and success, and we will work with you every step of the way to make that happen.

Our Financial Planning team can:

  • Clarify your financial goals
  • Assess your risk profile
  • Review your current financial position
  • Develop a financial plan
  • Assist with investment selection
  • Review investment performance

We regularly help clients to:

  • Establish an investment portfolio
  • Develop a passive income stream
  • Plan for their future retirement
  • Invest money gained from inheritance

Get the Right Advice

Discuss your financial goals with our experienced financial planning team. Call (03) 5331 3711 or submit an online enquiry today.

PPT Financial Pty Ltd ABN 64 050 243 073
Australian Financial Services Licence No 252992

Director Representatives: Cameron R Moore, Peter J O’Connell, Tim R Hovey, Brent P Olszewski. Representative: Zoe E. Bandy.

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