Moran Partners Financial Planning is an award-winning, fee for service, Melbourne-based advice practice. Established in 2001 as Paul Moran Financial Planning, we have had a long history of placing the clients interest first – at all costs.
Education is a key focus within the practice and we strive to be at the forefront of technical knowledge in our field. We have developed an efficient and effective financial planning structure that drives our clients success and satisfaction. This culminated with the firm being a finalist in the 2016 Independent Financial Adviser (IFA) Magazine Awards. Over the years, we have collected a number of other industry awards including Financial Planner of the Year and AFR Smart investor top 50 Master Class (three times).
Our practice partners Paul Moran, Chris Haggart and Alex Hont strongly believe that the key to successful financial planning is an absolute focus on our client’s goals and objectives which can only be achieved where any form of vested interest is removed from the process. For this reason, we hold our own Australian Financial Services Licence (AFSL).
How We Help
We understand that we cannot control investment markets but what we can control is how to react to changing situations. Having a structured, rational and adaptable plan is the key to achieving financial success – and the key to developing an effective plan is to work with our clients to help them articulate and