Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Finlife we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Social Security
The Government provides many benefits, subsidies and payments to help students, families, and older Australians. Finlife may be able to assist you understand the options.
Your local financial partners
Our Company was established in September 2014 and since then we have been providing Financial Planning Solutions to a wide range of clientele.
Jeff Morel has been in the financial Services Industry since 2006 and has a vast range of experience in areas such as Superannuation, Self Managed Super, Investments, Tax Planning and Personal Insurance.
Operating out of offices in Cheltenham, Mornington and Port Melbourne we’ll work with you to ensure you achieve the right outcomes for your Financial Needs.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
Prepare for tomorrow, make the most of today.
Insights
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future –…
What’s all the noise about loud budgeting?
Loud budgeting is a trend that may have started as a joke but is being embraced by those who want…
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the…
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is…
The art of refinancing
Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances…
Market movements & review video - May 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn…