M Group Financial Planning Lake Bolac

Professional financial planning and advise from qualified financial planners in Lake Bolac. M Group Financial Planning Lake Bolac can help you achieve financial security.

At M Group Financial Planning Lake Bolac, we believe that financial security is essential for your future peace of mind.


Our comprehensive  financial planning services  cover everything from retirement planning and superannuation to tailored personal and businessinsurance solutions. Whether you're looking to navigate the share market with confidence or seeking expert advice on aged care, our team is here to guide you every step of the way.


With a focus on your unique needs and goals, we strive to empower you to make informed financial decisions that pave the way to a secure and prosperous tomorrow.

M Group Financial Planning Lake Bolac

Lake Bolac Information & Business Centre

2110 Glenelg Hwy

Lake Bolac VIC 3351

M Group Financial Planning

The Lake Bolac Financial Planning Team

Financial Planning

Financial Planning Services

Personal & Business Insurance

Protect yourself, your family and your business. From life insurance, to income protection, to business expenses insurance, we've got you covered.

Share Market Trading

For those with available cash, times like now when asset values are low typically present a good time to invest.

Retirement Planning

Retirement planning is essential to ensure you have the right strategies in place for a comfortable retirement.

Superannuation

Contributing to your Superannuation can be tax effective while also helping to ensure you have enough money to retire comfortably when the time comes.

Aged Care Assistance

Australian Government funded aged care services are available to those aged 65+ or from the age of 50 and above for Aboriginal and Torres Strait Islander people.

Investment Advice

There are a lot of options out there for investing your money. Our qualified Financial Planners are equipped with all the latest knowledge to suit your situation.

Monthly Performance Updates

Download the Monthly Performance Reports from our Investment Portfolios here.

Financial Services Guide

Download the Monthly Performance Reports from our Investment Portfolios here.