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