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Integrated Wealth Planning

Address: Level 1 / 293 Wattletree Road, Malvern East, VIC 3145
P.O. Box 2065 Wattletree Rd P.O., Malvern East, VIC 3145
Phone: (03) 9576 2445
Fax:  (03) 9509 8934


                  

Financial health check request - it's free to check

We offer a complimentary health check of your current financial situation. We will review the information you provide and ring you to set up a meeting to discuss your current financial situation and how we can assist you in meeting your financial and lifestyle goals. We will also give you an overview of how financial planning helps people in your situation and discuss a number of common strategies used to build and protect wealth.

To start the health check process please Click here or follow the "Health Check request" link above, put in your details and forward to us by clicking the 'submit' button at the bottom. The information you have entered will then be passed onto a qualified Financial Adviser who will contact you within one business day to make a time for your complimentary 30 minute introductory meeting.  It's that easy to start getting your financial situation under control and on your way to financial freedom.

Don't wait, make an appointment now to get your financial plan underway

Introductory meetings are complimentary and obligation free.  Just fill in your details here and we'll ring you to set up an appointment.

Call us now on 03 9576 2445

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Christopher Lord, trading as Integrated Wealth Planning is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665, member of the AMP Group. Registered Office: AXA Australia Centre, 750 Collins Street (PO BOX 2830) Melbourne Vic 3001.

Information provided on this website is general in nature and does not constitute financial advice.  Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision.  Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.