Morris Winestone

Winestone & Associates Pty Ltd

Silver
19 Yrs Experience
Malvern, VIC 3144

Winestone & Associates offer leading risk management solutions for businesses, families and individuals, covering: Life Insurance Total & Permanent Disability Insurance (TPD) Trauma Insurance Income Protection Insurance Buy/Sell Insurance KeyPerson Protection We tailor our plans, taking into account your individual needs and circumstances to ensure you’re looked after when you need it most.

Expertise

  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting

My fees

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

Our initial discussion will be around your goals and priorities. This may last up to 30 mins and is at no cost to you.

If you would like me to prepare a formal recommendation then the cost will be between $500 - $750 + GST. I will confirm the exact cost prior to proceeding.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Winestone & Associates Pty Ltd

33 Glenferrie Rd
Malvern, VIC 3144

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065