Financial advice and mortgage broking
Clear guidance for everyday and long-term needs
We deliver financial advice across investments, superannuation, insurance planning and support through major life events. Our approach is practical and focused on helping you understand your options, manage risk and plan for the future with confidence.
Our mortgage broking services cover home loans, commercial lending and SMSF loans. We compare lenders, manage applications and guide you through each step to secure finance that suits your goals, whether you are buying, refinancing or investing.
Wealth creation and business financial advice
Structured planning for growth and security
We help clients grow and protect wealth through income and investment strategies, retirement planning and SMSF guidance. Advice is reviewed over time to stay aligned with your goals as your circumstances change.
For business owners, we provide business financial advice including finance strategy, business planning and buy and sell agreement advice. Our process starts with a free clarity call, followed by a review of your current position, tailored strategy development, implementation and ongoing support to keep your plans on track.
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.
