• Financial Planning

    Fundzcorp Financial Services was founded in 1992 and is one of the most prominent financial planning firms in the northern region of Melbourne. All Financial Planners and support staff meet the educational standards set by the relevant regulations.

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    Financial Planning
  • Superannuation

    Your savings grow because money is paid in regularly, which your fund invests at low rates of tax. Super funds may also offer insurance cover. Your savings grow because money is paid in regularly, which your fund invests at low rates of tax.

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    Superannuation
  • Investment

    There are many options including various asset allocation strategies available for investors who are of low, medium or high risk profile. We will review your current financial situation and advise you how to be more efficient with your tax affairs.

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    Investment
  • Protection

    At Fundzcorp Financial Services we now have a specialised risk department that can analyse your personal insurance needs or review your current personal insurance policies. What about protecting you and your family’s current and future lifestyle?

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    Protection

Fail to Plan = Plan to Fail

General Advice Disclaimer

This information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.