Morris Winestone

Winestone & Associates Pty Ltd

Silver
19 Yrs Experience
Malvern, VIC 3144

We tailor our plans, taking into account your individual needs and circumstances to ensure you’re looked after when you need it most.

Your interests and wellbeing are at the heart of everything we do. At Winestone & Associates you’re part of the extended family.

Life Insurance

Total & Permanent Disability Insurance (TPD)

Trauma Insurance

Income Protection Insurance

Buy/Sell Insurance

Keyperson Protection

"Why use an adviser instead of going directly to an insurer?"

We provide market-wide advice. This means you benefit from our broad product knowledge and can be confident you’re getting a solution that truly fits your needs, not just what one insurer offers.

"How often should I review my insurance?"

Life is dynamic, and so should be your insurance coverage. We recommend reviewing your policies at least annually, or whenever significant life changes occur.

Changes in your family structure, employment status, business ventures, or financial situation can all impact your insurance needs. Moreover, insurance products, premiums, and options evolve over time, potentially offering new benefits or cost savings.

Stay protected by touching base with us regularly – we’re here to ensure your coverage always aligns with your current circumstances and future goals.

Expertise

  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting

My fees

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

Our initial discussion will be around your goals and priorities. This may last up to 30 mins and is at no cost to you.

Advice Preparation Fees:

We charge a one-off Advice Preparation Fee for new clients. There are no ongoing fees and we do not charge for reviews. We do not rebate the Advice Preparation Fee whether or not you proceed with the advice .

  • Personal Risk Insurance Advice - $1,100 incl. GST
  • Business Risk Insurance Advice - $2,200 incl. GST

The fee will be agreed upon and confirmed to you prior to any service provided. Where appropriate, I may agree to waive or reduce the Advice Preparation Fee.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Winestone & Associates Pty Ltd

33 Glenferrie Rd
Malvern, VIC 3144

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065