Financial Counselling
Services Melbourne

Everyone hits a wall when it comes to mapping out our finances. With the financial counselling services at Create & Protect Financial Planning, we help you understand how you can overcome financial issues. With the help of our experienced employees and counselling services, you can be at the top of your game when it comes to planning your money.


If you are having trouble with: 
 

  • Debt

  • Managing Money 

  • Understanding How to Save 

  • Where to Invest 

But what is financial counselling? 


A lot of people may not understand what financial counsellors do.


Is it a paid service? Will they be monitoring how I spend my money? Will they use my data against me?

Because we believe in transparency and no-strings policy, our counselling services are completely free of charge and confidential.

We analyse and fully understand your lifestyle and income before we start to make recommendations on how to start saving, investing or spending.

On a monthly or weekly basis, it is difficult to set aside time for yourself to figure out how you should slot your money in the best possible way. There are many things to consider like:

 

What we do is do the work for you, and provide you with the best possible strategy that matches your lifestyle. Budgeting can seem a little confusing at first, but once we clean up a little you should be able to understand how to manage your funds in an effective and timely manner.

Everyone should be able to have access to these sort of services for free in Australia, which is why our services are completely free. Once we register you in, you will have 100% access to one of our sessions in Melbourne. Through our services, we hope to make Australia a place where everyone is financially functional and independent.

There are an array of services that we offer during our counselling sessions.

These include but are not limited to :

  • Analysis current financial status

  • Providing feedback

  • Explaining how you develop financial independence

  • How and what to invest in

  • How you can save

  • Methods to avoid long term debt

  • See if you're eligible for aid (governmental or private)

 

Our free advice and paid services hope to put you in a state of financial security. When you understand how and where your money needs to be spent or saved, you automatically are able to take control of life and spend your time doing things that you want to do. So let us worry about the money.

Take charge of your finances with the help of Create & Protect Financial Planning.

 

To get the process started, you can call us at 1300 707 955

or write to us at support@cpfinancialplanning.com.au

Your Questions, Answered

As a Financial Planners we can provide answers to all your financial planning questions on a range of financial planning matters.

 

Call us today on 1300 707 955

or SEND US AND EMAIL

Testimonial
"Always feel confident in money management walking away from a meeting with Abdul.”

- Velli

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