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 & set up your family

You want to buy your dream home, expand your family and grow your wealth.

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.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Jane Brown

Head Accountant

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