Your Wealth Team

Suite 18,574 Plummer Street, Port Melbourne, VIC, 3207

phone 03 8672 8689

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Our team

Murray Nicol
Financial Adviser

Murray started Financial Planning in 2003 and specialises in providing Wealth Creation, Wealth Protection, Superannuation and Estate Planning strategies to assist a range a clients in both the Wealth Accumulation and Retirement stages of their life. In particular he has developed extensive skills in dealing with small business owners who require complex Business Protection, Self-Managed Superannuation Fund and Succession Planning advice.


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