Marni Simpson

Plutus Financial Planning

4.95
5 Reviews
Gold
14 Yrs Experience
Mornington, VIC 3931

I'm a senior financial advisor with 12 years’ industry experience, specialising in 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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualifications
    • Bachelor of Communications
    • Bachelor of Tourism
  • Language spoken
    • English

Plutus Financial Planning

Level 1, 1140 Nepean Hwy
Mornington, VIC 3931

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135