Financial Account Services in Melbourne
Keramitsis & Co. provides professional financial account services to Melbourne businesses and individuals requiring an easy and efficient solution to securing their accounts. We offer a full range of taxation, bookkeeping and financial planning services through Lex Villanueva, a licensed financial advisor in Melbourne with Alliton Securities.
After more than 14 years in the industry, Lex has helped a wide range of clients develop strategic plans for secure financial futures, particularly clients who are:
- Retired or about to retire
- Selling a business
- Considering a property purchase
- Accumulating wealth
- Investing lump sums
In each case, Lex uses his impressive knowledge and skills to help you effectively manage your financial accounts, keeping you informed throughout the process.
Financial Account Services in Melbourne Include:
- Residential and Commercial Finance for owner occupiers and investors
- Vehicle Finance for private and commercial vehicles
- Insurance and Asset Protection – Including income protection, life insurance, and risk management for businesses
- Financial Advice – Including for superannuation, retirement, Centrelink, age pensions, investment, and tax planning
- Estate Planning – We can help ensure you place money with the right people at the right time
Our Property Services include:
- Helping you find an owner-occupier property
- Helping you find an investment property
- Sourcing investment property information, including rental history
- Sourcing information on investment property options locally, regionally and interstate
- Giving you access to a property at (potentially) below the market value
- Assisting you in buying property within a self-managed super fund
- Assistance with property investment funds and syndicates
Enquire About Our Financial Account Services Today
Keramitsis & Co. are able to offer financial account services to Melbourne clients of all kinds, from retirees considering property investment through to small businesses looking to expand their reach. In each case, we use our industry insight and considerable experience to help you reap maximum financial rewards.
For more information on our capabilities and how we can assist you with our financial account services, please don’t hesitate to contact our office by phone or email.
For further enquiries about our financial and asset protection services, or to book an appointment with our Melbourne office, contact:
Keramitsis & Co.
Phone: 03 9416 0922
Enquire Now: Contact Us Today