Live well today
Build confidence around day-to-day decisions, cash flow and the lifestyle you want now.
Investrategies360 — Financial Planning Melbourne | Yi Ping Wang CFP®
Financial Planning · Melbourne
Invest with confidence
Financial planning that starts with what matters most to you.
Our planning journey
A clear path, built around you
We take the time to understand what matters, then build a strategy that helps you move forward with confidence.
01
Discover what matters
We start with your life, values and priorities — not products or assumptions.
02
Set purposeful goals
Together, we turn what matters most into clear, achievable financial goals.
03
Explore your options
We explain the choices available to you in plain language, so you can decide with confidence.
04
Build your strategy
Your personalised plan brings your goals, investments, super and protection together.
05
Stay on track
Life changes. We review and refine your strategy to keep it working for you.
Goals-based financial planning
Your goals are the starting point
Goals-based financial planning puts your life first. Rather than beginning with products or market predictions, we start by understanding what you want your money to make possible.
With your priorities in focus, we can build a practical strategy that supports the life you want to lead.
Prepare for tomorrow
Create a clear path for retirement, education, family milestones and the changes life brings.
Leave a lasting legacy
Plan for the people and causes that matter to you, with thoughtful estate and wealth-transfer strategies.
Reach OutLet’s talk about your future
Better yet, see us in person!
Start with a conversation about what matters to you and where you want to go.
Phone
(03) 9804 2919Address
Investrategies360
Suite 120, Waterman Camberwell, Tenancy 111, Camberwell Place Shopping Centre, 793 Burke Road, Camberwell VIC 3124
Hours
Monday – Friday9:00am – 5:00pm
SaturdayBy appointment
