(03) 5986 8280

Why Choose Osmonds Accountants and Financial Planners?

Mornington Peninsula beach, docks and piers with boats.

There are many good reasons for choosing Osmonds Accountants and Financial Planners to help you take control of your superannuation and other assets and achieve long term financial goals.

Firstly, Osmonds Accountants and Financial Planners is a family owned business based on the Mornington Peninsula. It offers you the opportunity to sit down with a financial planner and a registered tax agent to discuss your financial affairs in a holistic and comprehensive manner.

Secondly, Osmonds Accountants and Financial Planners hold its own Australian Financial Services Licence. This means we are able to provide truly independent advice which is well and truly in you, the client’s, best interest.

We are not aligned to any large financial institution or bank and we are not paid by external companies for selling their financial products. We get paid by you the client, on a fee-for-service basis, irrespective of where you invest your funds.

This is important as it means we can focus on you the client and your needs and attitudes to risk and chose investments that are appropriate to you given you financial goals in life.

Finally, by using Osmonds Accountants and Financial Planners to provide you with financial planning advice you will be able to access the owners of the business at any time and you will also be assured that you will see the same adviser next year and the year after that.

Did you know you can get $1000 cash back from meeting with us?

We understand that it can be difficult to find the time to meet with a financial planner. To help you find the time, we are offering for a limited time only, a $1000 cash back offer for new financial planning clients. Contact us today to find out more.

(03) 5986 8280