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Martin Hegarty

Regional Prosperity Financial Advice Pty Ltd

Bronze
17 Yrs Experience
Colac, VIC 3250

Martin Hegarty at Regional Prosperity offers a holistic financial planning service aimed at building, maintaining, and protecting your wealth. Our astute client base ranges from young professionals to those retiring with a sizeable nest egg. Many have received our diligent and attentive financial plans, helping them achieve their goals with a clear roadmap for the future. Martin has worked in the financial services industry for 17 years.

Martin focuses on ensuring clients maintain personal well-being and fully understand the three stages of wealth management, accumulation, and distribution and how this relates to them. Martin services clients from Colac, Geelong, Warrnambool, Hamilton, and across Broader Western Victoria.

Martin has a Masters of Financial Planning. Having worked in financial services since 2008, he has gained vast knowledge across all areas of financial advice and specialises in retirement planning. Martin provides holistic advice to clients based on their individual circumstances for truly personalised advice.

He welcomes new clients and enjoys helping them achieve lifestyle and financial success.

Martin’s extensive experience includes advising clients on matters such as:

Superannuation

Business & Farm Succession Planning

Self-Managed Super Funds

Retirement Planning

Risk Management of portfolios

Wealth Creation

Estate Planning

Personal Protection

Structural Benefits

Aged Care advice

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Regional Prosperity Financial Advice Pty Ltd

39 Gellibrand St
Colac, VIC 3250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Personal Financial Services Limited

AFSL 234459