Flinders Hearth Financial | Wealth Management & Superannuation Advice

Our Guiding Principles

Client-Centric Strategy

Your goals are our blueprint. We listen first to understand your unique aspirations, then build a comprehensive financial plan that is robust and flexible.

Evidence-Based Investing

We cut through the market noise with a disciplined, research-driven investment philosophy focused on long-term, sustainable growth and diligent risk management.

Transparent Partnership

Clear communication and absolute transparency are the cornerstones of our client relationships. You will always have a clear understanding of your financial position.

Comprehensive Wealth Management Services

A holistic suite of services designed to manage and grow your wealth at every stage of life.

We develop a complete roadmap for your financial well-being, encompassing cash flow analysis, debt management, tax strategies, and achieving your personal goals. Our approach is tailored, ensuring every facet of your financial life is considered and aligned with your unique aspirations, whether it's buying a home, planning for education, or early retirement.

Our experts build and actively manage a diversified portfolio structured to align with your risk tolerance, time horizon, and long-term objectives for capital growth. We employ a rigorous, evidence-based methodology, avoiding fads and focusing on robust asset allocation to navigate market volatility effectively and secure your financial future.

Navigate the complexities of Australian superannuation with confidence. We specialize in optimizing your super, planning for a comfortable retirement, and managing post-retirement income streams. From accumulation strategies to effective draw-down plans and self-managed super funds (SMSFs), we ensure your retirement nesting egg is managed strategically.

Ensure your legacy is protected and your wishes are carried out precisely. We work with legal experts to structure your estate for maximum protection and tax effectiveness, providing peace of mind that your assets will be distributed according to your intentions and your loved ones are cared for.

Meet Your Financial Stewards

A team of dedicated professionals committed to your financial success.

Eleanor Vance

Principal Financial Advisor, CFP®

With over 20 years in wealth management, Eleanor specialises in complex retirement strategies and estate planning, guiding clients towards a secure and prosperous future. Her empathetic approach ensures clients feel truly heard and understood.

Benjamin Carter

Investment Strategist, CFA

Benjamin leads our investment committee, leveraging deep market analysis and a data-driven approach to construct resilient, growth-oriented portfolios for our clients. His expertise in global markets provides a strong foundation for our investment strategies.

Trusted by Individuals and Families Across Melbourne

“The team at Flinders Hearth demystified our investment options and created a plan that we finally understand and feel confident in. Their professional, yet personal, approach is second to none.”

“Planning for retirement felt overwhelming until we met with Flinders Hearth. Their guidance on our superannuation has been invaluable and has put us on a clear path to achieving our goals.”

“Flinders Hearth Financial helped us navigate a complex inheritance process with such clarity and sensitivity. Their advice ensured our family's future was secure, and for that, we’re incredibly grateful.”

“We've seen significant growth in our portfolio since partnering with Flinders Hearth. Their disciplined, long-term strategy truly works, and we appreciate their unwavering transparency.”

“The detailed financial planning provided by Flinders Hearth has given me immense peace of mind. I now have a clear roadmap for my financial independence, something I thought was out of reach.”

Begin Your Financial Journey Today

Contact us for a confidential, no-obligation consultation to discuss how we can help you achieve your financial goals.

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Our Office

Address:
Flinders Hearth Financial
315 Collins Street, Floor 18
Melbourne, VIC, 3000

Phone: +61 3 9876 5432

Email: info@flindershearth.com.au

Business Hours:
Monday - Friday: 9:00 AM – 5:00 PM

Map showing the location of Flinders Hearth Financial at 315 Collins Street, Melbourne.

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Securing Your Future, Building Your Legacy