Retirement Planning Specialists

Financial Planning Matters is a Mornington-Peninsula based financial planning firm, providing professional advice and friendly, prompt and high quality service.  We have been financial planning for our clients since 1990.




We can advise you on a range of areas, including Retirement Planning, Self-Managed Superannuation funds, assistance with Social Security and Retirement Living options.

News - 2011 Australian Achiever Awards: Financial Planning Matters scored a highly recommended 95.87% for customer satisfaction. Please see Media Release for full details.

Question of the month - How much Centrelink Age Pension am I entitled to receive? Answer

Please call us on 03 5985 6920 to arrange an obligation-free appointment today.