Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
Open Financial Services Pty Ltd was established in 1997 and is a privately owned Melbourne based financial advisory firm specialising in investment advice, funds management, financial planning, insurance, 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). Our financial planners are 100% focused on improving your financial situation, not selling products. 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 sensible financial advice that is tailored to their personal circumstances and objectives.
We have helped many Australian families build their wealth for many years. Our professional services include: