MOR Financial Planners
Overview
MOR Financial Planners is a Ballarat-based advisory practice helping locals navigate the ins and outs of personal finance. The team takes a hands-on approach, building long-term relationships to ensure your financial strategies keep pace with life's changes. Whether you're planning for retirement, looking to grow your investments, or sorting out your super, they aim to offer advice that's both practical and tailored to your needs.
Located at the corner of Dana and Dawson Streets, MOR Financial Planners is easy to reach for a chat about your goals. The focus here is on clear communication and advice that's grounded in research, so you can make confident decisions about your future.
What MOR Financial Planners offers
Superannuation advice and management
Investment strategy and portfolio planning
Retirement planning
Risk insurance advice
Estate planning consultations
Location
406 Dana St, Ballarat Central VIC 3350
Get DirectionsCustomer Reviews
Clients praise MOR Financial Planners for making the transition to retirement smooth and seamless, with many noting professional, friendly service that listens to their needs. Reviewers highlight helpful, pleasant staff and say they feel valued and respected in every meeting.
Services mentioned positively include transition to retirement support and financial advice, with strong recommendations from long?term clients.