Find:|
×

Review Keywords Analysis

AU / Financial Consultant
Financial Journey Partners photo

Financial Journey Partners

5.0 8 reviews
Visit Website
Show phone number
Address: Melbourne, Australia Get Directions
Financial Consultant Best Financial Consultants in AU Best Financial Consultants in VIC Human Ressource Consulting Best Human Resource Consulting in AU Best Human Resource Consulting in VIC

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Plan $500 - $1500 Call to Book
Retirement Planning $300 - $800 Call to Book
Estate Planning $400 - $1200 Call to Book
Investment Management Portfolio Management $1000 - $3000 Call to Book
Market Analysis $200 - $600 Call to Book
Asset Allocation $300 - $900 Call to Book
Insurance Services Long Term Care Insurance $200 - $500 Call to Book
Health Insurance Guidance $100 - $300 Call to Book
Estate Trust Setup $500 - $1500 Call to Book
Educational Workshops Investment Education Seminar $50 - $150 Call to Book
Estate Planning Workshop $30 - $100 Call to Book
Retirement Strategy Session $100 - $200 Call to Book

What people love

From reviews
Knowledgeable financial advisor(2) Proactive communication(2) Responsive team(2) Educational events(2) Financial planning(2) Stress-free guidance(2) Long term care insurance(1) Trust establishment(1) Client events(1) Preferred provider listing(1)

About this business

We help our clients make smart decisions and align their money with their goals so they can enjoy the journey.

Frequently asked questions

6 questions
What do Financial Journey Partners clients say about the work?
Clients frequently praise Elaine for her proactive approach and responsiveness. Many highlight her ability to guide them through complex financial decisions, including estate planning and investment management, ensuring their plans align with evolving goals.
Does Financial Journey Partners provide educational workshops, and what do clients say about them?
Yes, they offer educational workshops such as Investment Education Seminars and Retirement Strategy Sessions. Reviewers appreciate these events for enhancing their understanding of financial planning and investment strategies.
How does Financial Journey Partners assist with retirement planning?
They provide comprehensive retirement planning services, including personalized financial plans and estate planning. Clients have expressed confidence in their retirement strategies, noting Elaine's ability to adapt plans to changing needs.
What services does Financial Journey Partners offer?
They offer a range of services, including Financial Planning (Personal Financial Plan, Retirement Planning, Estate Planning), Investment Management (Portfolio Management, Market Analysis, Asset Allocation), Insurance Services (Long Term Care Insurance, Health Insurance Guidance, Estate Trust Setup), and Educational Workshops (Investment Education Seminar, Estate Planning Workshop, Retirement Strategy Session).
What are the business hours for Financial Journey Partners?
Their hours are as follows: Monday: 9:00 AM - 5:00 PM | Tuesday: 9:00 AM - 5:00 PM | Wednesday: 9:00 AM - 5:00 PM | Thursday: 9:00 AM - 5:00 PM | Friday: 9:00 AM - 5:00 PM | Saturday: Closed | Sunday: Closed.
Can I get guidance on insurance services at Financial Journey Partners?
Yes, they provide insurance services including Long Term Care Insurance and Health Insurance Guidance. Clients have reported feeling more secure in their retirement planning with the help of these services.

Location & directions

Melbourne, Victoria
Financial Journey Partners
Financial Consultant
Address
Melbourne, Australia
Hours
Closed Now
Get Directions
Financial Journey Partners Reviews · 5.0 average
0 Reviews
G Google 5

No Reviews Found