Mary Favelle Favelle

Plan and Implement

Platinum
24 Yrs Experience
Clifton Springs, VIC 3222
Contact me via our website: planandimplement.com.au or on 0419017045 or mary@planandimplement.com.au for an obligation and cost-free initial meeting to discuss your needs and priorities. I provide my clients with the confidence to live their lives with purpose and direction, safe in the knowledge that their wealth potential is both protected and managed appropriately for growth and security. A holistic planning approach is used, where your lifestyle needs and goals are central.  Building a long-term relationship is key to ensuring  financial planning strategies remain connected to your lifestyle circumstances and goals. Our fee structure is transparent and based on time and complexity, not funds under management, so you can be assured of value for money, and always know what you are paying for.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We meet the cost of the initial meeting, and so we encourage clients to come prepared to the meetings so they gain the most advantage from this meeting. All financial plans attract a flat fee cost, based on complexity and time. The ongoing advice packages are optional and a cost only applies if you agree to the ongoing service package. We offer an ad-hoc service at $330 per hour fee for those clients who do not want an ongoing service, but do want access to advice as and when it is required. Insurance clients may opt to have their cost of advice paid from commissions received from product providers or pay a fee for service. We do not take commissions for investment advice.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Plan and Implement

40 Kewarra Dr
Clifton Springs, VIC 3222

Opening hours

  • 9:00am – 4:00pm Monday – Saturday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Mary has given me advice in areas of a Redundancy Payout and Superanuation payment utalizing both payments to payout my mortgage and a car loan going forward into retirement. Mary is always able to explain things clearly to me and helping me finalize my mortgage and car loan. Through Mary's knowledge and experience i am confident that the advice she gave me was right for my ginancisl situation. I have always received Mary's full care and assistance and attention when i have needed her advice. I highly recommend her as a financial Advisor."

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

"Mary has given me advice regarding my superannuation portfolio. She is always well prepared in that she has her suggestions well researched , provides very good recommendations and keeps up with what is available on the markets . Her recommended actions are backed with current research. Mary is readily available, and gives plenty of notice for appointments . Her personality is warm, friendly and very professional. Always takes time with myself as her client and follows through on whatever action has been decided at the time."

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

"Mary is a highly experienced and qualified Financial Planner who has guided me through my financial decisions at critical moments in my career. She is extremely knowledgeable and really cares about her clients. I would highly recommend Mary if you are looking for a Financial Planner who is deeply committed to providing comprehensive advice on borrowing/refinancing, superannuation, budgeting, income protection insurance and forward financial planning. She is a gem!"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mary is a Financial Planner who takes the time to get to know and really understand the needs of her clients. She is approachable and patiently explains (sometimes more than once) the details of my plan and the strategies that are being put into place. She is always looking for ways to minimise fees without compromising value and her attention to detail provides me with confidence that she has my best interest at heart. Highly Recommend!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Master of Financial Planning

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
1997

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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