Josh Page

Planning Excellence

Gold
16 Yrs Experience
Port Melbourne, VIC 3207
I like to do things a little bit differently and want to spend some time to understand exactly what you are after rather than making assumptions. I start our discussions holistically, asking about your complete financial picture. I have often found clients identify areas they are not fully confident about, and realised the importance of having guidance and coaching to improve their confidence. So, let’s get busy starting a discussion about your future dreams that you want to achieve, and then we can start working towards tailoring a strategy based on what's important to you. It’s natural to have multiple goals and conflicting ideas about which one is more important. Which one can you achieve? Using educational tools to demonstrate the benefit of advice, I’ll help you see how we can work out ways together to overcome any roadblocks you feel are in your way and look at achieving all your goals! As I work in my own practice, I don’t have any sales targets - the only target I have is you being happy. So, we can spend as much time as you need to set up your plan for success.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fees for advice depend on the nature of the advice you require. Insurance-only advice starts at $1650. Other advice starts at $2750 (for one standard advice area), and increased by $550 per standard advice area, or $1650 per complex advice area. An example of a standard advice area is: - Investing a lump sum into a managed fund, or reviewing a regular super fund. An example of a complex advice area is: - SMSF - Borrow to Invest (ie; gearing) - Aged Care For ongoing service, the costs depend on whether you will have active portfolio management for your investment strategies. Where no active management is available or required, I offer one review ($2750) or two reviews ($4400) per year. Where active management is available, the costs depend on the frequency of the investment strategy reviews, starting at $1100 + 0.6% of the balance under advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 8
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Planning Excellence

Suite 30, 574 Plummer St
Port Melbourne, VIC 3207

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

4.75
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.55
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Josh gave me fantastic advice and service; I am really impressed and appreciative of Josh's incredible service. Josh was able to explain things to me in a clear way that I understood. Josh's knowledge and experience made me feel very confident that the advice given was right for my needs and that I was making the right decisions. Josh's communication and response times were fantastic. I would highly recommend Josh's services."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"We are extremely happy with the service that was and is provided to us. Josh explained the process very clearly to us and we feel confident that with his advice we will reach our financial goals."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh has provided all the support I need around investments, superannuation, and wills."

  • Superannuation
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh has given us ad advice on investments and superannuation. He has also advised on income protection and trauma insurance. Josh is always quick with follow up and never to busy to answer questions. He is honest and a very likeable person and helped lots when we needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Josh has been my advisor since his ANZ days, and so I was very happy to follow him to his next role. I have always been happy with Josh' suggestions and assistance in getting my super and pension phases into place as I will soon be retiring and his help in this regard has been enormous. Joanne Fitton"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua is extremely competent in his field and was very helpful and thorough with determining what my financial needs were. His dedication and commitment to getting the best outcome for his clients, is second to none. He provided me with sound advice even when I was no longer on his books."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have known Josh a long time, I had a very bad injury 4 years ago and if Josh had not suggested I take income protection previously...I didn’t think I needed it, thank god he didn’t listen to me..I would be living with my mum. It was fantastic to have it, in that I had no worries while I recuperated. My phone call when it happened, Josh just took over and for this I am forever grateful. He has been there for me and I am grateful for this. When I have queries he is the first person I call (or email) and I am always happy in what advice I receive."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua has given me and my wife advice in areas including risk assessment and income protection insurance. He was very clear and meticulous giving us confidence in taking on his advise. He is very professional and yet personal in his approach , providing great service and support. We are extremely happy with Joshua's service that we are planning to engage him in our other financial aspects."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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