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Flinders Wealth | Financial Adviser | Melbourne & Mornington

Flinders Wealth | Financial Adviser | Melbourne & Mornington

5.0(13 reviews)See reviews ↓·Melbourne

About the company

Flinders Wealth is a financial advisory firm that owns and operates its own Australian Financial Services Licence. It is not owned or controlled by a bank, life insurance company, fund manager, superannuation provider or any other institution, and it does not accept investment commissions. The firm is owned and operated by Michael Abrahamsson and Nick Jackson, who have worked together for nearly a decade. All advisers hold degree and post graduate qualifications and are CFP® professionals.

Michael Abrahamsson and Nick Jackson are members of the Financial Planning Association (FPA) of Australia and have attained CERTIFIED FINANCIAL PLANNER® status. They are active members of the CFP® Education Advisory Committee and assessors for the Applied Strategies unit. Both have collectively completed over 10 years of study at University level or higher. Michael Abrahamsson holds a Bachelor of Business and Commerce, Certified Financial Planner®, Graduate Diploma of Applied Finance (Financial Planning), and Graduate Certificate of Financial Planning.

Nick Jackson holds a Bachelor of Business (Accounting & Business Law), Certified Financial Planner®, Graduate Diploma of Financial Planning, and Graduate Diploma in Company Secretarial Practice. Flinders Wealth services clients across Melbourne, the Mornington Peninsula and Regional Victoria. It provides financial planning, superannuation, SMSF, income protection, life insurance, investments, direct shares, tax and estate planning.

What customers say

Based on genuine customer reviews

People preparing for retirement or seeking to manage long-term assets make up much of the clientele described in feedback for this Melbourne practice. Reviewers frequently highlight the tailored nature of the advice provided by Nick and Michael, noting that strategies are shaped around individual circumstances and explained in language that is easy to follow. The depth of their knowledge across financial markets and long-term investing is a theme that recurs, with clients describing guidance that is both thorough and straightforward. Reliability and accessibility also feature prominently, as customers recall prompt replies and genuine engagement with their questions during both initial meetings and subsequent reviews.

Those who have remained with the practice for several years describe feeling supported through significant life changes, including the transition into early retirement, and express confidence in how their assets are managed. The service is characterised as independent, efficient and personable, with several accounts noting that the advice has proven cost-effective compared with earlier arrangements while remaining comprehensive. Retirees, pre-retirees and individuals wanting a structured financial roadmap appear throughout the feedback, and the strength of the relationships built over time emerges as a consistent point of praise.

Reviews

Reviews are taken from publicly available sources.

JW
Josh Wingrove19 June 2020

Michael and Nick are fantastic Financial Advisers, their knowledge is second to none, they are trustworthy and most of all their advice is spot on! Would highly recommend!

PS
Petro Stebbino10 June 2020

Highly professional. Terrific communication. Very attentive to my individual requirements.

AB
Adam B7 February 2020

Very intelligent, market aware and highly personalised advice. I have consulted several FAs over about 20yrs. Michael and Nick’s advice was beautiful in its simplicity, perfect in its entirety and it ended up costing me less than my previous FA whilst I believe providing superior advice and service.

MV
Marleina Vella11 July 2019

Michael and Nick are the epitome of professional, accessible Financial Planners who are genuinely committed to their clients' financial security and prosperity. A outstanding financial planning firm which provides tailored and effective options to suit individual goals and needs. Utilizing a financial planner is important but trust and comfort in the relationship is also imperative. You will not go wrong with Flinders Wealth - I highly recommend you speak with Michael and Nick!

CK
Chad K15 February 2019

Nick & Michael are exceptional with their service and advice. Highly recommended to anyone looking for honest & reliable planners.

RR
Robert Redman17 December 2018

I am most fortunate to have the expertise of Michael and Nick looking after our financial affairs and would happily recommend their services to anyone.

DL
David Leary16 December 2018

We have been with Michael & Nick at Flinders Wealth for 3 years since taking early retirement and are very satisfied with their management of our financial assets. Their service is friendly, efficient and meets our needs. We would have no hesitation in recommending them to our friends and colleagues.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1Flinders Wealth | Financial Adviser | Melbourne & Mornington (this page)★ 5,013No
2CCA Financial Planners★ 5,0184Yes
3Coastal Advisory Australia - Melbourne★ 5,011No
4FMD Financial★ 5,0125No
5Stephan Independent Advisory★ 5,02No
Contact
+61434992240www.flinderswealth.com.auSte 3.1/170 Elgin St, Carlton VIC 3053
Working hours
Monday09:00–18:00
Tuesday09:00–18:00
Wednesday09:00–18:00
Thursday09:00–18:00
Friday09:00–18:00
SaturdayClosed
SundayClosed