Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Director and Financial Planner
Vito D’Alessandri is a Certified Financial Planner™ and Accredited Aged Care Professional™.
Since 1990 Vito has been assisting people with their personal finances, retirement planning and personal risk protection.
In more recent times he has added to this a new focus on the financial needs of the elderly, especially for those that need to enter an Aged care Facility.
Vito now holds the additional designation of an Aged Care Professional™ having completed appropriate training in this regard.
Vito is a member of the Financial Planning Association of Australia and is committed to helping clients make informed and smart decisions about their financial future.
Vito is regularly praised by his clients for his ability to explain complex financial information in easy to understand language.
Vito believes that everyone could benefit from having a team of specialist advisers in their corner and that EDUCATION is the key ingredient for people to achieve their goals
Vito D'Alessandri is an authorised representative (234615) of Dover Financial Advisers Pty Ltd (AFSL 307248).