Michelle Liddle

Cultivate Wealth

Silver

9 Yrs Experience

Cheltenham, VIC 3192

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I have worked in the financial services industry since 2001, with experience in both the financial planning and mortgage broking industries.

Whilst working in the mortgage broking industry, I realised I wanted to be able to help people develop a more holistic financial strategy to achieve all of their financial and lifestyle goals.

I have a passion for finance and love working closely with my clients to help them on their journey to financial freedom. I am committed to saving you time and giving you peace of mind that your finances are in good hands. I provide an honest and genuine service that helps people balance saving for the future whilst also enjoying the journey!

I've worked with many different types of clients from all walks of life and enjoy the unique challenge that each new client brings. I have experience with families wanting to protect their loved ones, pre-retirees hoping to secure a financially healthy retirement, professionals looking to build their wealth and small business owners trying to build a successful business.

I look forward to working with you!

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

5.00 February 2024

Both Michelle and Ken were attentive and responsive with the setup of our Investment Portfolio. Results have been positive with positive growth.

5.00 July 2023

I was recommended to Michelle by a couple of her existing clients. What a great decision it was. For health reasons I made the decision to retire from work and was looking for some sound advice. As someone who has limited knowledge of superannuation and other financial issues, Michelle and her husband, Ken, stepped in and took all the stress out of transitioning to retirement. Both Michelle and Ken have been more than helpful with everything and their professionalism is wonderful. I will be using their services indefinitely to keep everything on track. I have recommended both Michelle and Ken to friends who I’m hoping will use their knowledge and services.

5.00 September 2022

From the outset my wife and I felt comfortable and confident in our trust and dealings with Michelle and her team. No issue was ever a problem and we were provided with the efficient advice and help throughout. We are now once again enjoying our retirement after this timely and worthwhile engagement with this financial adviser and her team.

5.00 February 2022

Michelle was very helpful in setting up some new insurances for me and I was grateful to have her guidance and assistance throughout the process.

5.00 September 2021

Michelle (and her team) provided my wife and myself with invaluable financial advice during during all our meetings and kept us informed of the process. She used simple and easy-to-understand language (no jargon) and spent a detailed amount of time going through the different strategies available to us. I would highly recommend her to family and friends.