Financial Planning Services

Financial Planning Services in Melbourne

Keramitsis & Co. provides professional financial planning services to Melbourne businesses and individuals requiring an easy and efficient solution to securing their accounts. We offer a full range of taxation and bookkeeping services with the help of our qualified financial planner.

Our qualified financial planner has helped a wide range of clients to develop strategic plans for securing 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, our financial advisors use their impressive knowledge and skills to help you effectively manage your financial accounts, keeping you informed throughout the process.

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Financial Planning 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
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Enquire About Our Financial Planning Services Today

Keramitsis & Co. are able to offer financial planning 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

Email: info@keramitsisco.com.au
Enquire Now: Contact Us Today

Professional accountants that can help you get there.

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Here at Keramitsis& Co. we aim to deliver business strategies and solutions outside the square. We now service a diverse range of clients including micro, small, and medium-sized business owners from a range of industry sectors in the Collingwood areas.

Address
Suite 7, 2nd Floor, 80/70 Wellington Street, Collingwood VIC 3066

Phone: 03 9416 0922

EMAIL US

  • Suite 7, 2nd Floor, 70-80 Wellington Street,
    Collingwood VIC 3066
  • OPENING HOURS:
    MON – FRI 9:00am – 5:00pm
    SAT (By Appointment)
  • Late appointment available on weekdays