Clear Financial Advice for Life and Wealth
Practical strategies aligned to your goals
Our financial advice services cover investments, superannuation, insurance planning and support through key life events. We take the time to understand your current position and future goals, then provide advice that helps you build, protect and manage wealth over time.
We also support long-term wealth creation through income and investment strategies, retirement planning and self-managed super fund guidance. For business owners, we provide business financial advice including finance strategy, business planning and buy/sell agreement advice to help you plan with confidence.
Mortgage Broking and Lending Solutions
Home, commercial and SMSF loans made simple
Our mortgage broking team compares loan options across a wide range of lenders to help you secure suitable finance. We assist with home loans, commercial lending and self-managed super fund loans, managing the process from application through to settlement.
Whether you are buying your first home, refinancing, investing or funding a business purchase, we guide you through each step. Our process includes a free clarity call, a full review of your goals and finances, tailored strategy development, implementation and ongoing support as your needs change.
Frequently Asked Questions
What does a financial planner actually do?
A financial planner helps you make smarter decisions with your money, whether that’s managing cash flow, reducing debt, investing, protecting your family, or planning for retirement. At 360FS, we take a whole-of-life approach that connects every part of your financial world.
Is the first call really free?
Yes, our 15-minute Clarity Call is completely free and obligation-free. It’s a chance to understand your situation, answer your questions, and see if we’re the right fit to help.
Do you only work with people in Melbourne?
Not at all. While we’re based in Camberwell, we work with clients all over Australia via virtual meetings. Many of our clients prefer the flexibility of online advice and check-ins.
Can I get mortgage advice and financial planning in one place?
Absolutely. That’s what makes us different. Our mortgage brokers and financial planners work together under one roof, so your lending strategy always supports your bigger financial goals.
I already have super and insurance, can you still help?
Yes. Most people do, but that doesn’t mean it’s set up correctly or working as hard as it could be. We’ll review what you’ve got, simplify where we can, and help you get better results with less stress. Plus, we may identify areas of your financial life that need focus and attention that you may not have considered.
What if I’m not ready for a full financial plan?
That’s totally okay. We offer smaller, topic-specific advice options, like mini financial plans, to help you take the first step at your own pace. It’s a great way to get started without feeling overwhelmed.
