Monash Wealth Pty Ltd

We are an integrated business providing Tax, Accounting, Self-managed superfund, Financial Planning and Mortgage broking services to our clients. we adopt a strategy-first approach to every client to assist in achieving client goals and objectives.

Business Name : Monash Wealth Pty Ltd
Designation in Business : Financial Planner
Business Category : Financial Services
Business Licence Number : Vivid Financial Planning Pty Ltd AFSL no: 478937
Business Specialisation : SMSF, Estate planning, Wealth protection, Growth Clients, Pre-retiree and Retirees
Location: 4/879 Springvale Rd, Mulgrave, Vic 3170.

We are a thriving business with happy clients. Every person is unique and your needs are specific to you. We tailor our services to suit your needs. We then plan to grow and preserve your wealth. We work with you to help you achieve your goals.

For over 13 years, Monash Wealth has partnered with and helped clients from all over Melbourne.
Because our clients are part of our team just like any member of staff.
We could tell you about how many staff we have got, and who they are, but we recognise that our clients are an integral part of our firm.