Welcome to Moran Wealth, a Melbourne and Mornington Peninsula based boutique wealth consultancy. We take a holistic approach to financial planning and have a goals-based methodology. Our approach is highly personalised, with the client’s best interests at the core of what we do. Understanding you and ensuring that your situation is streamlined are the key objectives.
IN SHORT, WE'RE YOUR FINANCIAL PROJECT MANAGER
Through project managing your situation with other trusted referral partners, we get you to where you should be with your wealth creation, wealth protection, goals and objectives.
Starting with your personal financial resources, we work with you to establish the financial disciplines that are the drivers of true wealth. Taking into account your individual circumstances and your unique goals, we design a comprehensive financial strategy that will put you on a path to achieve your goals.
Live, Create, Protect
JDE Moran Pty Ltd atf Moran Unit Trust ABN 13 758 109 075 trades as Moran Wealth. JDE Moran Pty Ltd atf Moran Unit Trust and John Moran are authorised representatives of Lonsdale Financial Group Ltd ABN 76 006 637 225 AFSL 246934
Agreed between adviser and client based on client complexity
- Adviser status Gold
- First year providing advice 1999
- Years of experience 23
- Certified Financial Planner (CFP)
Intend FinancialSuite 1, Level 1, 26 McLaren Pl
Mornington, VIC 3931
- 8:00am – 5:00pm Monday – Friday
Lonsdale Financial Group Ltd