financial planning

Moneytax Financial Planning is a Principal Member of the Financial Planning Association of Australia ("FPA"). All individual financial planners representing Moneytax Financial Planning are also members of the FPA.

Michael Behlevanas is an Associate Member of the FPA, with Jim Gellett and Matthew Gadd holding Certified Financial Planner® status with the FPA.

Moneytax Financial Planning provides a comprehensive range of services and advice to clients. These services include:

•   General financial planning advice
  
  • Managing your cashflow (budgeting)
  • Children education plans
  • Savings plans
  • Tax planning
  • Borrowing to invest
    
• Portfolio administration and management
• Protecting your wealth
• Superannuation advice
  
  • How to grow your super
  • Setting up the right fund
  • Using salary sacrificing
  • Benefiting from co-contributions and spouse contributions
    
• Retirement Planning
• Mortgage lending and financing
  
  • Debt restructuring and consolidation

CFP® and Certified Financial Planner® are certification marks owned by Certified Financial Planner Board of Standards inc. (USA) which it awards to individuals who successfully complete initial and ongoing certification requirements. Financial Planning Association of Australia Limited is the marks licencing authority for the CFP marks in Australia , through agreement with the CFP Board (USA).