Moran Partners Financial Planning is an award-winning, fee for service, Melbourne-based advice practice with a long history of prioritizing clients’ interests above all else. Established in 2001 as Paul Moran Financial Planning, the firm has built a reputation for providing tailored financial advice to help clients achieve their retirement goals. Their services cater to clients looking to build wealth for the future through strategies such as investment properties, self-managed super funds, direct shares, gearing, and risk protection.
With a focus on education and technical knowledge, Moran Partners Financial Planning aims to stay ahead in the field of financial planning. The firm has been recognized for its commitment to client success and satisfaction, earning accolades such as Financial Planner of the Year and being named in the AFR Smart Investor top 50 Master Class multiple times. The practice, led by partners Paul Moran and Alex Hont, operates under its own Australian Financial Services Licence (AFSL), ensuring a client-centric approach free from any vested interests.
At Moran Partners Financial Planning, the philosophy revolves around understanding and aligning with clients’ goals and objectives to deliver personalized financial solutions. Whether clients are looking to retire with a stable income in the near future or seeking to optimize their assets for tax-efficient retirement income, the firm’s expertise and dedication to client-centric financial planning set them apart in the industry. Clients can trust Moran Partners Financial Planning to provide tailored advice that considers their unique circumstances and aspirations.