info@vatcpa.com.au | Cheltenham 03 9584 2277, 43 Station Road Cheltenham 3192 | McKinnon 03 9578 0035, 144A McKinnon Road McKinnon 3204

Financial Planning

Our team of Financial Planners will work with you to develop effective strategies to build wealth and strengthen your financial security. .

Cheltenham

Level 1, 43 Station Road Cheltenham Vic 3192

McKinnon

144A McKinnon Road McKinnon Vic 3204

Retirement Planning

Lets map your retirement plans together

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Super & Self Managed Super

The Super tax concessions are generous 
Lets work together to maximise your retirement savings

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Investment Advice

Investing is the fun part, lets work together on investing for wealth creation

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Our Process

Our qualified and experienced team provide a 3-staged service in financial planning:

  1. Initial financial advice
  2. Implementation of financial plan
  3. Ongoing investment portfolio management

 

Client Login

This is where our clients can login to their own personalised secure area to access reports and documents, this area can also be used to upload files and documents to us. 


Kingston Financial Services Pty Ltd ABN 24 092 687 833 is a Corporate Authorised Representative of Securitor Financial Group Ltd ABN 48 009 189 495, AFSL 240687, Tower Two, International Towers Sydney, 200 Barangaroo Avenue, Barangaroo NSW 2000.

Your Adviser may offer you services through Kingston Financial Services Pty Ltd ABN 24 092 687 833 and Vawdrey Axton Turner Pty Ltd ABN 90 084 564 607 which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services provided by Kingston Financial Services Pty Ltd, and it is in no way affiliated, responsible or liable for the accuracy or quality of the information provided by Vawdrey Axton Turner Pty Ltd.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.