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Open Financial Services

Open financial services is a privately owned Melbourne based financial advisory firm specialising in funds management, retirement and superannuation planning.   We are not owned by a bank or any other financial institution and do not have any financial relationships that affect the quality and nature of our advice.

We operate strictly on a fee for service basis (no investment commissions) and whilst we are not the cheapest financial planning firm you will encounter, our advice is second to none and we are committed to always acting in your best interest.

Our single goal is to help our clients achieve a more prosperous future by providing them with sound sensible and appropriate investment advice.  Our advice is 100% objective and focused on improving your financial situation, not selling products.

We have helped many Australian families build their wealth with our comprehensive and professional services including:

  • self managed super
  • investment advice
  • funds management,
  • personal insurance, and
  • tax and financial structuring


The very best of professional
investment advice
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