YOUR FINANCIAL PLANNING EXPERTS
ABOUT US
Plutus Financial Planning offers a comprehensive and progressive financial advisory service assisting clients throughout Australia to meet all of their short, medium and longer term financial goals.
Plutus Financial Planning have acute understanding of the opportunities and threats associated with accumulating and protecting wealth in the modern world, and can help create a strategic path that ensures your goals in life become our targets to achieve.
Director and Financial Advisor, Marni Simpson, is skilled in establishing what is truly important to our clients and working towards achieving their financial and lifestyle goals. Our recommendations are bespoke and tailored to each client's specific objectives.
Plutus Financial Planning Pty Ltd is a Corporate Authorised Representative No.1297661 of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.
MEET THE TEAM
MARNI SIMPSON
Director / Financial Adviser
Marni has been working as a qualified Financial Planner since 2005 and understands the time constraints of work and family life. She makes it a priority to reduce stress by providing clients with total peace of mind regarding everything to do with their financial situations, throughout their family life cycle.
Marni is a mother of two primary school children and enjoys spending time with her family, camping, visiting local beaches and restaurants, watching the Melbourne Demons play football, and hitting the slopes when the snow arrives.
SARAH DARVALL
Client Services Manager
Sarah has worked with Marni since 2017. She provides administration support for the business, which ties in well with her background in Marketing and Communications. Sarah enjoys the detail of the role and communicating with clients.
In her free time, Sarah enjoys spending time with her family, staying fit, experiencing different food and cuisines, and travelling somewhere new.
BESPOKE SERVICES
Personalised Portfolios
FINANCIAL PLANNING
Wealth Creation
Through personal and thorough investigation, we are able to assist clients recognise their core and big picture goals and objectives, and create bespoke recommendations tailored to meeting these goals over three, five and ten years.
SUPERANNUATION
Maximise Wealth
Superannuation is a powerful and tax-effective strategy to assist with wealth accumulation. Purposeful and strategic use of superannuation is complex, and it is imperative that this important wealth generating vehicle is maximised for client benefit.
INVESTING
Enabling Growth
It is critical that clients are comfortable with the strategy employed in their wealth accumulation.
We tailor portfolios to meet client specific risk profiles and provide education to ensure investor financial knowledge grows to suit their growing portfolios.
We invest clients in direct share portfolios, managed funds, exchange traded funds using our personalized model portfolios.
PERSONAL INSURANCE
Wealth Protection
From building your career to starting a family or buying a home, it is important that you protect the life you have planned. Our two greatest assets are our ability to earn an income and our family. It is imperative that we protect both of these throughout our working lives. We are passionate about finding the right balance between protecting wealth and accumulating it.
RETIREMENT PLANNING
Enjoy Wealth
Preparation is the key to a successful retirement and should be at the center of all financial recommendations.
Having assisted hundreds of clients achieve retirement incomes and lifestyles, previously thought out of reach, we work with our clients to develop their own, unique retirement goals.
What does your retirement look like?
CONTACT US
Level 1, 60/1140 Nepean Highway,
Mornington VIC 3931, Australia
PO Box 336
Mount Martha VIC 3934, Australia
Marni