Frampton Wealth

G02/75 Tulip Street,Cheltenham, VIC, 3192

The offices of Frampton Wealth are located at Unit 33, 328 Reserve Road, Cheltenham.  The office is in close proximity to the Onyx Café, Southland Shopping Centre and DFO Moorabbin should one wish to relax and have a coffee or partake in some retail therapy before or after meeting with the team at Frampton Wealth.

The office complex has reserved car parking (directly out the front of our office) for all clients of Frampton Wealth making any meetings to meet the team convenient without the stress of trying to find a car park.

The team at Frampton Wealth undertake ongoing training to keep up to date with the ever changing and evolving world of financial advice.

We utilise exclusive in-house computer software to provide us with up to date and accurate details allowing the team to regularly review our clients’ investments.

Our tailormade web site provides both the ability and security for our clients to track their own investment portfolio performance and overall financial health from the comfort of their own home.

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Our team

Brett Frampton
Principal /Financial Adviser

Brett spent 8 years working as a Chartered Accountant before commencing work as a Financial Adviser in 2001. 

With over 19 years’ experience as a financial adviser Brett has both the experience and skill to provide advice to enable his clients to save tax, grow their personal wealth, manage their superannuation, plan for and most importantly enjoy their retirement and ensure their lives and incomes are properly protected should the worst occur.

Brett predominantly provides specialised retirement planning advice to ensure that his clients can enjoy a comfortable and sustainable retirement.

 

Brett is a member of the FPA, a Member of the Institute of Chartered Accountants and

holds a Bachelor of Business (Accounting) and is a CFP (CFP®).

 

Brett is married, has twin 14-year-old girls and enjoys playing golf and keeping fit and active during his spare time.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services