I am truly passionate about educating people on financial matters, as this empowers them to achieve financial comfort. With change constant, I am there for my clients, helping them through whatever financial obstacle is presented. My background combines a solid retail banking career with a long history of providing individual, tailored and personal advice to clients from various backgrounds, socio-economic situations and life stages.
About 6 years I requested to speak to a financial adviser regarding financial advice and that was when I met Manni. During this time, Manni has looked after all my financial requirements with regards to superannuation, estate planning, transition to retirement and all relevant tax implications to the highest of standards. Recently, Manni helped me with my Mother’s aged care/VCAT issues successfully. Without Manni’s help I believe that I would still be trying to complete/resolve the issues. In my opinion, Manni’s approach to existing or prospective new clients is to treat and give them the very best advice as if you were a family member - going above and beyond. I have no hesitation in highly recommending Manni for all financial advice and aged care needs that may be required. Thank you Manni for all your continued help, I am so grateful.
We met Manni in 2012 at about the time we retired and some short time after committed to him as our advisor. This has turned out to be the best decision we could have made, as other advisers in earlier years, had in our opinion not always advised in our best interests. We have no such reservations about Manni. Manni has tailored our advice to our changing stages of retirement and helped us through the implications of our most recent downsize. Manni outlined a plan to aim for a specific yearly income from the resources we had at the time of the downsize and now, several months later, and many visits and calls to us from Manni that plan is now in place exactly as Manni proposed initially. We thank Manni for his advice, his honesty and integrity and the certainty he has given us in our retirement. We consider Manni a trusted friend. Kay and Bryan
Manni was recommended to us by friends who sang his praises very convincingly. Manni has been an absolute delight to work with. His immense knowledge, patience and kindness has made our transition into retirement so smooth. We feel so supported by him. We have in turn confidently recommended Manni to many friends and family. We feel blessed to have Manni advising us. How lucky we are. Joy and Alex
We met Manni a couple of years ago seeking advice leading up to the passing of my mother in law. We didn't know where to start with Aged Care or Estate advice, having not been through the process before. Manni not only gave us advice and pointed us in the right direction but showed an incredible amount of compassion to our family when we needed it the most. We are now clients and couldn't be happier to have his expert advice and guidance as we set up our future and our children's future. Manni has a great way of explaining complex advice in much easier terms so that we can make informed decisions. Financial decisions are very personal, Manni has ensured we are comfortable every step of the way. It's not often you meet someone who not only has your financial interests at heart but genuinely takes a vested interest in who you are as people. Thank you for your patience and kindness Manni, we highly recommend you to anyone looking for financial advice with heart.
How fortunate we are to have had Manni as our financial adviser. Over the years Manni has always had our best interests at heart. Manni is patient in listening and takes a practical approach in explaining options and providing advice in a clear and effective way. Manni is always available to answer questions and offers his assistance where ever he can. Manni has certainly helped us on our journey to retirement and we appreciate his efforts. -Martin and Mary.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2006
- Years of experience 17
- Master of Applied Finance (Financial Planning)
Ridgeline Wealth Solutions151 Union Rd
Surrey Hills, VIC 3127
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd