Financial Advice for Brighton Residents Planning Their Next Chapter
By the time you are thinking seriously about retirement, you have usually built up a lot: super, property, savings and perhaps investments or a business. What is less clear is how to turn all of that into an income that lasts, and how each choice affects the others.
That is where a financial advisor for Brighton can help. We look at your whole position, from your super balance and investments to your home and your plans for family, and help you understand your options before you make big decisions. You can sit down with our team at our Moorabbin office, a short drive from Brighton, or meet with us online.
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Meet With Us Close to Brighton
Money decisions are easier to make when you can talk them through properly. Whether you are buying your next home, juggling family costs, growing your investments or sorting out your super, sitting down with someone who understands your whole situation can bring a lot of clarity.
Our nearest office to Brighton is in Moorabbin, a convenient option for clients across Brighton, Brighton East, Hampton, Sandringham and the wider Bayside area.
360 Financial Strategists Moorabbin
13-15 Cochranes Road
Moorabbin VIC 3189
Prefer to meet another way?
You can meet with your advisor online from home or work, or visit one of our other offices in Camberwell (our head office), South Yarra, Richmond, Ringwood or Melbourne CBD.
Future Proof Your Finances Today
Retirement planning is rarely one decision. It is a series of connected questions, and the answers depend on your circumstances. Brighton clients often come to us wondering:
- How much do I actually need to retire comfortably?
- When can I access my super, and how should I draw it down?
- Should I downsize, and what would that mean for my super and tax?
- How do investments and the family home fit into my retirement income?
- What happens to capital gains tax when I sell an investment property?
We help you work through questions like these with clear explanations and a plan built around your goals, so you can make decisions with confidence rather than guesswork.
Growing and Protecting Your Wealth
Retirement is only part of the picture. Many of our Brighton clients are still building wealth, supporting adult children or managing more complex financial arrangements.
Superannuation Advice
Review how your super is invested, whether your contributions are working for you and how your fund fits your retirement timeline.
Income and Investment Strategies
Build an investment approach that reflects your timeframe, income needs and comfort with risk, both before and after you retire.
Lending With Your Plan in Mind
Our mortgage brokers help with refinancing, investment loans and SMSF lending, so borrowing decisions support your longer-term strategy.
How We Work With Brighton Clients
Start With a Free Clarity Call
Your first step is a free Clarity Call.
We use the conversation to understand why you reached out, what you would like to achieve and whether 360 is the right team to help.
Understand Where You Stand
Before recommendations are made, we take a closer look at your current financial position.
Depending on the advice you need, that can include your income, cash flow, property, debt, investments, super, insurance and future goals.
Build the Strategy
Your advisor can then develop recommendations around the areas that matter to you.
Rather than looking at each decision independently, we consider how changes in one area may affect the rest of your financial position.
Put the Advice Into Action
A strategy has little value if nothing happens after the meeting.
Where you decide to proceed, our team can support the agreed implementation and coordinate the relevant next steps.
Adjust as Life Changes
Retirement plans and financial decisions change as markets, rules and family needs change. Where ongoing advice suits you, we review your strategy with you over time.
Why Brighton Clients Work With 360 Financial Strategists
Good financial advice should give you clarity across your whole financial position, not another set of disconnected recommendations. 360 combines strategy, lending and ongoing support so you can make decisions with a clearer understanding of what each one means for the bigger picture.
An office close to Bayside: Meet our team in Moorabbin, a short trip from Brighton, or at one of our other Melbourne offices.
Retirement and wealth advice in one place: Super, investments, SMSFs and retirement income are planned together, not in isolation.
Financial planners and mortgage brokers under one roof: Lending decisions, such as refinancing or downsizing, can be considered alongside your retirement plan.
430+ five-star Google reviews: See what hundreds of 360 clients have said about working with our team.
Online appointments available: Meet with your advisor from home if that is easier, wherever you are in Australia.
FAQs
Where Do Brighton Clients Meet With 360?
Our closest office to Brighton is at 13-15 Cochranes Road, Moorabbin VIC 3189. You can also meet with us online or at any of our other Melbourne offices.
Reach out to our team to lock in a time that suits you.
When Should I Start Planning for Retirement?
Earlier is usually better, as it gives you more time and more options. That said, it is never too late to get advice, whether you are ten years away from retirement or have already stopped working.
Can You Review My Existing Super and Investments?
Yes. We can look at what you already have, explain how it is set up and help you understand whether it still suits your goals.
Do You Help With Self-Managed Super Funds?
Yes. We provide SMSF guidance, and our mortgage brokers can also help with SMSF loans where appropriate.
Can I Meet Online Instead of Travelling to Moorabbin?
Of course. Many parts of the advice process can happen online, so you can speak with your advisor from home whenever it suits.
This page provides general information only. It does not consider your objectives, financial position or needs. Consider personal financial, tax and legal advice before acting.
