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Ace Financial Planning Pty Ltd

(14)

Completed 10 jobs on Oneflare

ABN

92 627 193 720

Business contact details

Address:Unit 12, 233 Cotham Road, Kew, VIC

Business description

Short-term and long-term financial goals, managing debt, making the most of pay rises and bonuses, saving for education or holidays, life insurance, total and permanent disability insurance, income protection insurance and trauma insurance, strategies to grow your super and investments, maximising your super, tax-effective strategies to make the most of your income, building your existing investment portfolio, creating a plan to support your children and family, transitioning into retirement, investment strategies to provide you with retirement income.

Accepted payment methods

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Cash

Direct Deposit

Direct deposit

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Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

  • ABN

    ABN - 92627193720

  • Certification

    Tax (Financial) adviser

    Success
  • Certification

    Certificate of Authorisation

    Success

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Reviews (14)

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    Seba M

    Oneflare review

    02 Mar 2022

    My Recommendation To Ace Financial Planning Pty Ltd Financial Advisor Mr Emlyn Olivier Fast and Effective Leadership, Excellent Customer Communication And A Very High Level Of Professional Assistance.
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    Kirsty

    Oneflare review

    06 Jun 2021

    Emlyn has gone above and beyond for me and was able to get my debts sorted and my superannuation working well for me. Extremely hard working and communication is amazing.
    Ace Financial Planning Pty Ltd
    replied

    07 Jun 2021

    Thank you for your review Kirsty and look forward to our continued relationship.
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    Matt C

    Oneflare review

    22 May 2021

    Recently I experienced a very difficult time in my life during this 2.5year period Emlyn was there every step of the way,he helped me achieve financial security even when I was only receiving a portion of my wage.I can't thank him enough for his knowledge and experience during this difficult time.
    Ace Financial Planning Pty Ltd
    replied

    22 May 2021

    Thank you for your review Matt. I'm glad to have been able to help you during this time.
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    Ricky

    Verified Oneflare review

    02 Dec 2020

    Success

    Verified

    Job Type: Accountant

    Location: Melbourne, VIC

    I had 1 hour chat with Emlyn today, very comfortable and friendly, I hope that he can make a suitable strategy to improve my asset value.
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    Clare

    Oneflare review

    03 Jun 2020

    As a new single mother, I realised I needed to start planning for our future, something I hadn't really done. I was referred to Emlyn, and he has outlined a plan for our future. I thought that I didn't have any money to plan with, but what he has done is get things strategised with an own home goal, something I never thought possible.Thank you Emlyn.
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Frequently asked questions

  • Why should a customer hire you over another service provider?

    All initial meetings are at no cost to you, and are without obligation. Our initial meeting will help me explore your potential alignment and suitability with our advice and service offers. Following our initial meeting, if I believe we can help you, I will outline the costs of our advice before I proceed any further with you. I have an open and transparent advice process and act under a fee-for-service model that is commensurate with the time, nature and complexity of the advice provided to you.

  • Is there a particular aspect of your trade or industry that you specialise in?

    Short-term and long-term financial goals, Debt Management, Making the most of pay rises and bonuses, Saving for education or holidays, Life insurance, total and permanent disability insurance, income protection insurance and trauma insurance.Strategies to grow your super and investments, Maximising

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