Financial clarity, insight and partnership

Welcome to Moran Wealth, a boutique wealth consultancy. We take a holistic approach to financial planning and have a goals-based methodology. Our approach is highly personalised, with the client’s best interests at the core of what we do. Understanding you and ensuring that your situation is streamlined are the key objectives.

Achieve lifestyle and financial balance

Is your life and financial situation in balance? Financial and lifestyle balance is crucial. Don’t look back on your life with regret. Let’s meet and discuss what’s important to you. Contact me today on 0437 744 098 or info@moranwealth.com.au.

Our service to clients

We provide CLARITY, INSIGHT and PARTNERSHIP - your FINANCIAL PROJECT MANAGER

Through project managing your situation with other trusted referral partners, we get you to where you should be with your wealth creation, wealth protection, goals and objectives.

Starting with your personal financial resources, we work with you to establish the financial disciplines that are the drivers of true wealth. Taking into account your individual circumstances and your unique goals, we design a comprehensive financial strategy that will put you on a path to achieve your goals.

Live, Create, Protect

Who we help

Individuals

Enjoy the life you want today knowing that tomorrow is planned for by using our range of services.

Families

Create the best life you can for those who matter most. Advice for all ages to ensure you are at the forefront of legislation and understand what you have to do to reach your goals.

Small Business Owners

Feel secure knowing we'll make your money work just as hard as you do, with smart financial strategies in place.

Business Executives

Focus on what you do best and outsource your financial wellbeing. We are a trusted resource you can rely upon.

Services we provide

Government entitlements

Many people don't realise that by structuring their finances in a certain way, they may be eligible for government benefits and assistance. The pension is the most well known of these benefits, but there are other forms of assistance that you might not be aware of. Learn how you can benefit from other assistance, including travel concessions and discounted pharmaceuticals.

Estate planning

If you have considered estate planning, you may already have thought about a Will or had one put in place. Although a Will is an important part of estate planning, there are many other things to consider.

Wealth protection

Plan for tomorrow with expert advice on life and income protection insurance. From protecting your estate to having insurances that will protect you and your family in the event of the unexpected, peace of mind is priceless.

Self Managed Superannuation

Self Managed Super Funds (SMSFs) offer freedom and flexibility in super investments. As with most things, gaining greater control means taking on more responsibility. Do you have the time and knowledge to make it work for you?

Superannuation strategies

How you manage your super can mean the difference between a limited lifestyle and a comfortable retirement. Are you employing the right strategies to meet your retirement goals?

Retirement planning

Retirement can be an exciting time, giving you the freedom to do what you want. Despite the obvious positives, the period leading up to retirement can also be stressful.

Investment advice

How do you know which investments are right for you? There are thousands of different avenues to select from. The decision is no longer as simple as choosing between shares, property or fixed interest.

Direct equities

Investing in the share market can be financially rewarding. However, to ensure success, it is important to approach investing with the right strategy and a sound knowledge base.

Ongoing portfolio management

For most clients, the need for advice does not come to an end once investments have been made. Legislation, personal circumstances and economic turbulence can impact investment portfolios.
John Moran CFP®

John Moran CFP®

Principal & Certified Financial Planner®

I follow a goals-based approach with clients. Structure and strategy with a strong emphasis on cash-flow and knowing what you own is our focus. I hold a Bachelor of Commerce majoring in Accounting, Diploma of Financial Planning and am a Certified Financial Planner, CFP®, with the Financial Planning Association of Australia.

Who I Am Away From Work

I enjoy spending time with the family and keeping fit. Enjoying life and finding balance are key values of mine.

Education and Awards

  • Bachelor of Commerce (Accounting) – La Trobe University
    Diploma of Financial Planning – Deakin University
    Winner of Gwen Fletcher Award (Dux of CFP® certification)
    Financial Planning Association – Certified Financial Planner CFP®. 
  • FASEA Exam – successfully passed September 2019

 

 

JDE Moran Pty Ltd atf Moran Unit Trust trades as Moran Wealth. JDE Moran Pty Ltd atf Moran Unit Trust and John Moran are Authorised Representatives of Lonsdale Financial Group Ltd ABN 76 006 637 225.

This information is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner (John Moran) who can consider if the strategies and products are right for you.

Let’s get in contact

Isn't it time for a second opinion on your current financial and lifestyle situation?

Contact us to ensure you are at the forefront of legislation, know what you own and that your cash-flow is being directed to what's important to you.

By Appointment:
Email: info@moranwealth.com.au
Phone: 0437744098

info@moranwealth.com.au

0437 744 098