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Your Money Manager is a financial planning firm based in Melbourne, Australia and provides personal financial planning strategies and advice to a wide range of clients. Your Money Manager financial planners are Authorised Representatives of Apogee Financial Planning Limited www.apogeefp.com.au and are qualified to provide advice on areas such as superannuation, investments, insurance and retirement planning.
Our clients come to us from different sources such as recommendations from existing clients, referrals from other professionals such as mortgage brokers, accountants and stockbrokers or by contacting us directly.
At Your Money Manager each client receives a detailed Statement of Advice and ongoing review of their circumstances to help them work towards their goals and objectives. There are no set criteria or minimum investment needed to become a client with us. Provided you have goals you want to start working towards and a desire to make changes now we can discuss with you how we can help.
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