FinLife Financial Planning, led by Jeff Morel, offers comprehensive financial planning solutions to a diverse clientele. With a strong focus on education and guidance, the company aims to help individuals manage their finances effectively to secure a prosperous future while enjoying their present lifestyle. Established in September 2014, FinLife Financial Planning has been a trusted partner for clients seeking expertise in areas such as superannuation, self-managed super funds, investments, tax planning, and personal insurance.
Operating from multiple offices in Cheltenham, Mornington, and Port Melbourne, FinLife Financial Planning is committed to working closely with clients to tailor financial strategies that align with their specific needs and goals. Jeff Morel, with over a decade of experience in the financial services industry, brings a wealth of knowledge to the table, ensuring that clients receive personalized advice and solutions. The company’s philosophy revolves around achieving a balance between securing the future and enjoying the present, making financial planning a seamless and rewarding experience for all clients.
As a Corporate Authorised Representative of Alliance Wealth Pty Ltd, FinLife Financial Planning adheres to the highest standards of professionalism and regulatory compliance. Clients can trust in the expertise and integrity of the team to provide up-to-date advice based on current laws and regulations. By focusing on delivering tailored financial planning solutions and fostering long-term client relationships, FinLife Financial Planning stands out as a reliable partner in helping individuals navigate the complexities of financial management and achieve their desired financial outcomes.