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John Moran

Intend Financial

Gold
25 Yrs Experience
Mornington, VIC 3931

Welcome to Intend Financial, a boutique wealth consultancy based in three states across Australia. 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.

BMM Partners Pty Ltd ACN 649 113 959 as The Trustee for BMM Partners Unit Trust ABN 11 376 017 961 is a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 | AFSL 230323.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

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

Agreed between adviser and client based on client complexity

At a glance

  • Adviser status Gold
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Intend Financial

Suite 2, Level 1, 1-13 Mornington-Tyabb Rd
Mornington, VIC 3931

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323