Our Services / Financial Planning
A hand stacking coins in front of a model house

Financial advice to help you hit your goals.

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. We’ll work together to help you achieve your financial goals.

SPEAK TO OUR TEAM
Someone with a model house on their desk using a calculator

Take back control over your super.

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

Australian notes and coins

Save time with professional advice or management.

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.

A man showing a report with coins and a model house on his desk

Protect your investments

Don’t risk losing your hard-earned investments. VSMA's recommended affiliates 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.

A smiling elderly couple

Plan for a comfortable retirement.

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 we offer

Superannuation Advice
Self Managed Super Fund (SMSF) Investment Advice
Life, Trauma & Disability Insurance
Income Protection
SMSF Lending Advice
Risk Management

Here's how we can help

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
We 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
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
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
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
The team at VSMA walked us through all our investment options, without putting any pressure for us to take up any of the options. Harmony at VSMA has been with us every step through the process. Any questions we have are answered quickly. Very happy with the service we received. Happy to recommend the friendly team at VSMA.
Michelle shaw
The team at VSMA led by Sam were and continue to be amazing. Their network, market intelligence, financial advice made our experience of purchasing property stress free. My only regret is not meeting the team earlier, highly recommend.
Jani Suric
We are very happy we worked with VSMA to get our first investment property. The process was made easy through VSMA’s connections with all the essential people. Their guidance has given us confidence to continue expanding our property portfolio.
Emma Joyce

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
Level 8/10 Queens Road
Melbourne VIC 3004
1300 00 VSMA
Online

9am-5pm (Monday to Friday)
Contact Form
We will contact you within 1 business day

Other Services

Tax Minimisation

At VSMA, we have a specialised network of experts who 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.

Accounting

VSMA’s main goal is to ensure your financial and non-financial objectives are met in the most safe and secure way.

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.

1300 00 VSMA
Call us - we're available now!

Book a callback