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

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

My fees

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

I work on a "fee for advice" basis. This means the cost depends on the nature of advice your need.

One-off Advice starts at $2750 (for one common advice area), increasing by $550 per advice area. If more complex advice is required, a tailored cost will be determined based on the time and complexity involved.

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:

  • Borrow to Invest (i.e.; gearing); or
  • Aged Care

Ongoing service is for clients with portfolios that are actively managed and optimised. The ongoing service costs are tailored to individual needs including the optimisation frequency for portfolio investment strategy, starting at $1100 + 0.6% of the balance under advice.

Outside of this, one-off advice can be requested by a client at any time when needed.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • 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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996