Financial Planners in Melbourne
A clear plan for the life you’re building
Financial planning brings the different parts of your financial life together so you can make informed decisions about your financial future. Frontier Financial Group’s Melbourne-based financial planners provide personalised advice across wealth management, superannuation, retirement planning, cash flow, debt management, and personal protection.
Whether you're building momentum and grpwing your career, preparing for retirement, or reviewing your existing retirement strategy, we'll help you understand your options and develop a practical plan aligned with your future goals.
Financial planning services built around your goals
Your priorities are connected. Your advice should be too. Explore the areas that may form part of your financial plan.
GROW YOUR WEALTH
With investment strategies shaped around your goals.
PLAN FOR THE RETIREMENT YOU WANT
With a personalised approach shaped around your goals and timeframe.
SPECIALISED EXPERTISE
With advice from an experienced team that takes the time to understand you.
Financial planning that evolves with you
A useful financial plan is not a collection of disconnected products. It’s a clear framework for deciding what to prioritise, what to protect and how today’s choices can affect the years ahead.
We start by understanding your current position, the life you’re working towards and the decisions already on your mind. From there, your financial adviser can help identify gaps, explain the trade-offs and bring the most relevant strategies together into a plan built around you.
People’s needs often evolve as their career, family, health or retirement plans change. Ongoing financial advice gives you the opportunity to review your progress, revisit assumptions and adjust your strategy when it is appropriate.
What to expect from financial planning with Frontier
Good financial advice should make the next steps clearer. Frontier’s process begins with understanding where you are now, then develops into practical recommendations and support shaped around your goals.
- Start with a conversation — Talk through your priorities, questions and current financial position with one of Frontier’s Melbourne-based financial planners.
- Build a clear strategy — Your adviser considers the areas relevant to you, explains the available options and trade-offs, and brings the recommendations together in a plan you can understand.
- Put the plan into action — Once you are comfortable with the recommendations, your adviser helps implement the agreed strategy and explains what happens next.
- Review when it matters — Your plan can be revisited as your circumstances, goals, markets or legislation change. Ongoing reviews are available where they suit your needs.
Meet our Melbourne financial planners
Frontier’s advisers combine financial planning expertise with a practical, personalised approach. Meet the people here to support your financial journey.
Steven Woodford
Adviser BCom MFinPlan
David McLean
Adviser BCom
Mark Gunn
Adviser BCom, BEc
Daniel McLean
Adviser BBus
Melina Pisani
BCom (FinPlan)
Financial Planning FAQs
What does financial planning involve?
Financial planning brings your cash flow, debt, superannuation, investments, personal protection and retirement goals into one coordinated strategy. The areas included will depend on your circumstances, priorities and the scope of advice you agree with your adviser.
How can a financial planner help me?
A financial planner can help you understand your current position, compare available options and make informed decisions about the next steps. Frontier’s Melbourne-based financial advisors tailor their advice to your goals rather than applying a one-size-fits-all plan.
When should I speak to a financial planner?
Speaking to a financial planner is particularly beneficial if your circumstances or priorities have changed. For example, when building wealth, managing debt, starting a family, reviewing super, approaching retirement or receiving an inheritance. However, you don’t need to wait for a major life event to ask whether your current strategy still suits you.
Can Frontier review my existing financial plan or super strategy?
Absolutely! Frontier's team of expert financial planners can review your existing strategy, help you understand how it's structured, and identify areas that may warrant further consideration. Any recommendations will depend on the information you provide and the agreed scope of advice.
Do I need ongoing financial advice?
Not everyone needs the same level of ongoing support. Some people seek advice around a particular decision, while others value regular reviews as their goals, circumstances, markets or legislation change. Your adviser will explain the available service options and fees before you decide how to proceed.
Continue your financial journey
