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.
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.
Who we help
Enjoy the life you want today knowing that tomorrow is planned for by using our range of services.
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.
Focus on what you do best and outsource your financial wellbeing. We are a trusted resource you can rely upon.
Services we provide
Self Managed Superannuation
Ongoing portfolio management
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. I’m also involved in my local football club at a committee level. 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®
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.
49 Octavia Street
MORNINGTON VIC 3931