Financial Planning

INDEPENDENT FINANCIAL ADVISERS
MOORABBIN, MELBOURNE, GEELONG AND BRISBANE.

A fulfilled and happy life is what we work for, but for many people, daily life simply gets in the way.
Your current plan may consist of snippets of short-term financial decisions and goals without extending to what you
actually want your future to look like or how to go about creating long-term wealth.

We truly believe by helping you write down your life goals and how you define wellbeing, you will have a far greater
chance of achieving them. This gets right to the core of what is most important to you. Only then can we align your
goals to create a clear financial road map and give you the steps to make it happen.

Having a financial plan really changes the way you make decisions moving forward. When you are faced
with big decisions that have a financial implication, you have the clarity and confidence in your plan to support you through it.

Curve Accountants have locations in, and are proud to provide independent finacial planning services to our clients across Moorabbin, Melbourne, Geelong and Brisbane

Our financial advisers at Curve are extremely proud to be members of the Profession of Independent
Financial Adviser (PIFA) – The Gold Standard of Independence – which means we are genuinely independent,
practicing without incentive and without conflicts.

Our role in your financial planning journey is to provide independent, unbiased and commission free advice that includes your home,
family, professional and wellbeing bucket list and exactly how we need to move forward to create your ideal life.

contact us
today for a free
consulTation

ACCREDITATIONS AND MEMBERSHIPS