Eclipse Financial Management is a Financial Planning firm based in Mornington, on the beautiful Mornington Peninsula and was founded in 2009.
The Director Shane Casey, the Office Manager Kathryn Casey and our team of qualified financial planners and administration staff will assist you with your personal financial issues, superannuation, investments and insurance needs. With over 15 years of experience, our financial planners specialise in providing professional financial advice, specifically tailored to our clients’ unique circumstances and requirements.
We specialize in the following:
• Superannuation
• Self Managed Super Funds (SMSF)
• Income Protection
• Personal Insurances – Life, Trauma, Total and Permanent Disablement and Income Protection Insurance
• Tax-Effective Investment Strategies
• Wealth Management and Wealth Creation Strategies
• Budgeting and cash flow Management
At Eclipse Financial Management, we believe in comprehensive financial planning that is based on a clear and accurate understanding of your current situation, goals and personal aspirations. Throughout the financial planning process we acknowledge that our clients have their own unique and specific requirements and expectations.
We pride our business on taking the time to know and understand your immediate and future financial and lifestyle goals. Our professional commitment to developing lasting relationships enables us to assist clients with identifying and prioritising the goals important to them. Through the utilisation of the specific information gathered, we formulate comprehensive, individually tailored financial solutions for our clients.
Company Details
- Employees
- 14
- Founded
- -
- Address
- Ground Floor, Suite 2, 315 Main Street,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- eclipsefm.com.au
- Keywords
- Superannuation, Investment, Insurance, Budgeting, Income Protection, Wealth Management, Life Insurance, Trauma Insurance, SMSF, Budgeting, Cash Flow Management, tailored advice.
- HQ
- Mornington, Victoria
Eclipse Financial Management Questions
Eclipse Financial Management's website is eclipsefm.com.au
Eclipse Financial Management's LinkedIn profile is https://au.linkedin.com/company/eclipse-financial-management
Eclipse Financial Management has
14 employees.
View email and phone details for 14
employees at Eclipse Financial Management.
Eclipse Financial Management's industry is
Financial Services
Eclipse Financial Management's top competitors are
Audient Financial,
New Wave Marine Insurance,
Acuity Knowledge Partners,
Eclipse Financial,
Mercer,
Benesse Group,
Admattic,
Weekday Ai (Yc W21),
Krishna Enterprise's,
Asialink Finance Corporation.
Eclipse Financial Management's categories are Financial Services
Eclipse Financial Management's founding year is 2008
