Marni Simpson

Plutus Financial Planning

4.97

9 Reviews

Bronze

16 Yrs Experience

Mornington, VIC 3931

About Marni
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I'm a senior financial advisor with 15 years’ industry experience, specialising in securing suitable retirement outcomes, debt reduction strategies, cash flow management, investment strategies, gearing and margin lending, risk management and structured superannuation.

I'm an avid believer in the importance of wealth creation and that diversity, asset protection and ‘time in the market not timing the market’ are cornerstone philosophies and functions within financial services.

I understand the time constraints of work and family life - it is a priority of mine to reduce your stress by providing total peace of mind regarding everything to do with your financial situation.

When not working, I enjoy spending time with my family, visiting local beaches, restaurants and wineries, watching the Melbourne Demons play football, and hitting the slopes when the snow arrives.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 October 2023

Marni is a great help in every possible way, a friendly, reassuring, professional in all ways. Peter and I are extremely happy and satisfied with our choice of financial adviser.

5.00 September 2023

Marni has provided excellent guidance with my financial matters. Very knowledgeable on a wide range of topics. Her advice has been of great value, not only to me but for the long-term benefit of my family. Marni has always been available to answer queries. Communication has been A1. The one-to-one meetings with her have been rewarding. Very personable, good humored and showed wonderful empathy to my difficult personal situation. I can highly recommend Marni's services.

5.00 October 2022

Marni is friendly and sincere. She provided tailored unbiased professional guidance and advice for the best financial retirement outcome for us. She is reliable and I recommend Marni for her professionalism and the care for her clients.

5.00 October 2022

Everything explained in clear and simple terms. Prompt attention and communication.

5.00 March 2019

Marni has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Marni was usually able to explain things to me in a clear way. Through Marni's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Marni's full care and attention when I needed it.'