The Peninsula Financial Group is a privately owned financial planning and advice business based in Melbourne, Australia. Established in 1995, they hold an Australian Financial Services Licence issued by ASIC, ensuring clients receive advice from qualified professionals. The group is committed to providing tailored financial solutions that adapt to changing circumstances, free from ties to specific financial institutions or products.
With a focus on integrity and ethical standards, The Peninsula Financial Group is a Professional Partner of the Financial Advice Association Australia. Their team of highly experienced and educated staff members are dedicated to helping clients navigate complex financial decisions, from retirement planning to investment strategies. They believe in the importance of continuous learning and expertise in the field of financial planning.
Offering a range of services including retirement planning, investment advice, and estate planning, The Peninsula Financial Group aims to empower clients to take control of their financial future. As a member of the Financial Planning Association of Australia, they adhere to the highest professional standards, providing sound financial advice that is cost-effective and tailored to individual needs. Clients can trust the group to provide unbiased recommendations and guidance to protect and grow their wealth.