Maartina Sonneveld

Mansfield Financial Planning Pty Ltd

Silver
45 Yrs Experience
Cheltenham, VIC 3192

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Personal advice quoted includes a number of meetings, preparation of Statement of Advice which will address all of your needs and concerns and provide a strategy and implementation of this advice. Ongoing advice quoted is annual fee including GST for comprehensive ongoing advice which includes face to face meeting(s)

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 4
  • First year providing advice 1977
  • Years of experience 45
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Mansfield Financial Planning Pty Ltd

Suite 304, 75 Tulip Street
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday
  • 9:00am – 6:00pm Monday

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

4.80
4 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Martina has given my late husband and me ongoing advice regarding my financial future. She is always available to speak with me and offers sound advice regarding my retirement and setting up a pension/superannuation fund. I have extreme confidence in Martina and her ability to chose the best way my funds are to be invested."

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

"I have been extremely happy with the service we have received from Maartina and would have no hesitation in recommending her services to family and friends, she is very informative and genuine in looking after our interests."

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

"Maartina has been a breath of fresh air in our financial affairs. Right from our first meeting, she has always taken the time to explain procedures and the reason and purpose of them in a clear concise manner. It seems to my wife and I, Maartina has highly developed skill set in being open and forthright and very much to the point in making sure you have understood the process before moving forward. At the same time she makes you relaxed in her company and extremely confident in her recommendations, all detailed in hard copy and in our computer links. Very professional and we both highly recommend her to anyone wishing to engage In being advised on securing their financial future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Martina has been our adviser for the past 5 years. She has helped us getting on track for our retirement planning and we gained a good understanding on how we can do this in the most tax effective way. We feel very confident that she always has our best interest at heart and we trust her financial advice and capabilities. She is always available when we need her her and we meet regularly for reviews where we thoroughly go though our financial position and optmise our strategy so we know whether we are on track. We would highly recommend Martina to anyone who is seeking for (pre) retirement advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • 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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2000

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Fund Adviser Education Program

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2006

The Securities and Derivatives Industry Association (SDIA) Accreditation Program

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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