Our Services / Financial Planning
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We often talk about there never being no ‘one size fits all’ approach. This is especially true for financial planning, which requires a strategy that takes the full picture into account. Our recommended partners, who are registered financial planners, will work together to help you achieve your financial goals.

SPEAK TO OUR TEAM
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We’ve helped countless Australians recover their lost super, consolidate accounts and maximise their retirement funds. Our team of recommended partners equip you with a financial plan that gains you control over your superannuation and self managed funds.

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Staying on top of your investments and funds can be as labour intensive as a full-time job. Whether you need someone to oversee your entire investment portfolio – from superannuation to personal managed funds – or just need some actionable advice, VSMA's network of experts have you covered.

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Don’t risk losing your hard-earned investments. VSMA’s recommended partners, who are fully compliant financial planners, can provide risk management and insurance services that are comprehensive and tailored to your personalised risk appetite. We ensure protection of your investments and income, so you don’t have to.

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It’s possible to retire comfortably while continuing to live your best life, but it takes planning and commitment. VSMA's team of experts give you the tools and knowledge to stack the odds in your favour and secure a brighter financial future for you and your family.

What our referral partners offer

Superannuation Advice
Self Managed Super Fund (SMSF) Investment Advice
Life, Trauma & Disability Insurance
Income Protection
SMSF Lending Advice
Risk Management
Let’s get you back in control of your finances. Schedule a call with one of our friendly team members and we'll be in touch to discuss the right course of action for you.
Book a free consultation
Our financial planning partners look at the entire picture. Everything from your history, to your current standing, your goals and the obstacles in your way. We’ll begin with a thorough discussion about where you are and what you want to achieve.
Based on the circumstances you’ve laid out, we’ll get to work on devising an action plan designed to help you hit your goals in a reasonable time frame.
We’ll educate you and broaden your knowledge on specific tools and techniques you can implement, so you can maximise your chances of hitting your goals.
Every 6 months, we check in with you to assess your standing, and further optimise your financial roadmap.
Book a free consultation

Testimonials

VSMA have been a lifesaver for myself and my husband Ben. A few years ago we connected with Sam and the team. They instantly made us feel so welcome and understood our financial situation. Sam is such a warm hearted human, with so much knowledge. He connected us with organisations that assisted us with our taxation, superannuation & brokers. Five years on, we now have our own home and two investment properties. We could never have done this without VSMA, Sam and his amazing team. Thank you so much 🌟
kim gardner
We have been with VSMA for around 5 years now and are extremely impressed with their professionalism, care and attention to detail. They continually ‘check in’ with us and ensure we have the best interest rates and are happy with everything. I cannot recommend them highly enough. But most importantly, they are really nice people.
Karen Brooks
We couldn't recommend VSMA enough. Sam and the team have been exceptional every step of the way during our investment journey.
Sven Edquist
VSMA gave really good advice and were able to back it up with data. I’d highly recommend the team to anyone trying to get somewhere in this crazy world.
Matthew S
VSMA have been absolutely brilliant. Great customer service and proactive communication which is exactly what you want from folks helping you with financials. The team is dedicated and always willing to help answer all questions.
Vajira Suriya Hena
Both my partner and I were new to the investment property market and VSMA assisted us greatly in purchasing our investment property. The attention to detail and friendly customer service made the whole process effortless and we felt extremely supported. We would highly recommend having a chat with the VSMA team.
Sarah Calafiore
Can't recommend the team at VSMA enough. They advised and helped us buy a investment property to help pay off our mortage and we're 2/3s of the way there after 2 years. Thanks Sam.
John Kordic
VSMA are amazing. They have not only taken us step by step through the whole investment process. But they have helped us make the most of our money in all areas. We are so much better off because of them and we can't thank them enough.
Jasmine Bibby
VSMA!! Well what an experience! There is a unique level of excitement when a team of passionate people give you the confidence to take control of your future. The care and passion that they all work with is peerless and lead from the front. We can't thank them enough. The hardest step is the first one and it doesn't cost anything to just have a chat.
Grant Mack
VSMA have been fantastic for us. They are very knowledgeable and thorough. They are also very friendly and helpful. We recommend them to all our friends and family.
Lumpy 14

We plan finances so you don't have to

Ready to get on top of your finances? Fill out the form and let’s build a brighter future for you and your family.

'Til Debt Do Us Part
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Other Services

Tax Minimisation

At VSMA, we have a specialised network of referral partners, who are Registered Tax Agents, who can assist you in understanding all your tax benefits and help you know your numbers in order to claim all the benefits you’re actually entitled to.

Finance

No time to keep up to date with ever-changing loan markets? From refinancing to debt and mortgage reduction, VSMA has you covered on all fronts.

Lending

Securing the best home loan for your needs allows you to pay off your debt faster and helps in establishing a solid foundation for your future.

Money Management

Are you frustrated about not being able to save or worn out by the stress of week-to-week living? Mortgage, rent, groceries, petrol, car payment, medical bills, credit cards, utilities, school fees…we’re sure you can think of more!

Investment Strategy

Keeping up to date with investments can be time consuming and overwhelming. Our team of property specialists and portfolio managers help you identify opportunities that build you wealth while you sleep.

Retirement Planning

80% of Australians retire on less than $17,000 per year and still carry a debt throughout retirement. We give you the tools and knowledge to stack the odds in your favour and secure a brighter financial future for you and your family. VSMA retirement planning in Melbourne.

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