Financial Planning Melbourne

We focus on delivering the best financial planning services to our Melbourne clients. It is our mission to give you peace of mind and financial security. We will do this by mapping out a plan for your money whilst helping you develop wise financial habits.

Our financial planning arm is known as Kadota Strategic Wealth.

At Kadota Strategic Wealth we will get your financial affairs into shape – We will listen to you and identify your financial goals.  Our team of certified financial planners provide services to clients in Blackburn, Ringwood, Croydon, Box Hill, Burwood and other surrounding areas throughout the eastern suburbs of Melbourne.

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. View our FSG and Privacy Policy

Here are our core financial advice services

RETIREMENT PLANNING

We will work with you to create a realistic and achievable goal for the lifestyle you wish to live in retirement. Our aim is to answer all of your questions, whether that be; figuring out how much money you need in your super, how long your money will last, what Centrelink benefits you are entitled to, investment advice and maximizing your tax benefits.

PROTECTION

Have you ever thought what might happen if something were to happen to yourself or your partner? If things were to go wrong the last thing you would want is a financial strain on your family. At Kadota Strategic Wealth, we will plan the cover you need in the unfortunate incidence of death, total permanent disablement and/or critical illness. With such a broad range of products being offered on the market it is difficult to understand what is appropriate for you. We help simplify this process and provide you with quality insurance cover that will protect you and your family financially.

INVESTING

Whether you are experienced or a beginner investing money, there are a number of steps that we can help you to make to help you save your money and keep it safe. We will help you teach you some of the principals of investing, that includes assessing your tolerance to risk and choosing a risk profile. We will then choose investments that fit your needs and life stage. Once we have laid down the foundation, we can watch your money grow making the necessary changes along the way.

SUPER / SMSF

Your superannuation will most likely be one of the biggest investments you will make in your life. We can help provide you on a wide range of advice, including deciding where to invest, managing your contributions and consolidating your funds. Building your superannuation will help build a solid foundation for when retirement comes.

LIFE EVENTS

Kadota Strategic Wealth is here to help you save, budget and manage your debt. We can provide you with a solid plan for the many things in life that may come. Events such as buying that new car you want, purchasing the family home, having a baby, going on a holiday can all be planned for. By having an action plan to manage your money, we can help you achieve these events whilst tackling some of the financial challenges and stress involved.