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Nick Comninacis

Goldfinity Financial Planning

Silver
17 Yrs Experience
Cheltenham, VIC 3192

Financial Planning is about the acquisition, protection and distribution of Wealth

“I help my clients understand the financial implications of the life decisions they make.”

My role as a Financial Planner is to work with my clients to maximise their Wealth position. I do this by

  • Understanding their current financial position
  • Identifying their lifestyle goals
  • Developing strategies to achieve these goals

As part of my process I take the time to conduct a complete review of my client's financial situation, needs and objectives in order to ensure that they are provided with an effective financial plan.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a complimentary meeting to discuss your financial planning needs. At this meeting we will disclose to you our service packages.

At a glance

  • Adviser status Silver
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Languages spoken
    • English
    • Greek

Goldfinity Financial Planning

Suite 2, 1265 Nepean Hwy
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135