Next Generation Financial Planning

Next Generation Financial Planning Sustainably looking after the insurance, investments, superannuation and debt management needs of Australians since 2009. Certified Financial Planner.

Next Generation Financial Planning is a Melbourne based financial services business which specialises in providing financial solutions for working Australians. Our mission is to provide financial advice that is accessible, affordable, professional, transparent, and above all, ethical. Although many of our clients are retired, our focus is on providing financial solutions primarily to persons still

in the work force. Our clients range from perpetual renters seeking ways to grow wealth outside of property, through to families seeking to protect wealth, reduce debt, and build wealth inside and outside of superannuation. The business is 100% owned by Andrew Melling, an Accredited Mortgage Consultant (ie mortgage broker) and Certified Financial Planner with over 10 years experience in the financial services industry. Next Generation Financial Planning is licensed by MyAdviser Pty Ltd, a privately owned financial services dealer group established in 1995 by a group of professionals whose direct experience in holistic financial planning dates back to the early 1980’s. MyAdviser Pty Ltd is a Principal Member of the Financial Planning Association of Australia Ltd (FPA).

Avoid the rush! šŸƒā€ā™‚ļø
01/03/2022

Avoid the rush! šŸƒā€ā™‚ļø

Investing in 2022
02/02/2022

Investing in 2022

What's your goal for this year?
12/01/2022

What's your goal for this year?

For Christmas NGFP has donated to Canteen, Australia's leading youth cancer charity. 😊
07/12/2021

For Christmas NGFP has donated to Canteen, Australia's leading youth cancer charity. 😊

Invest in your future and save the planet! šŸŒ
05/11/2021

Invest in your future and save the planet! šŸŒ

Are you and your family covered?
20/09/2021

Are you and your family covered?

Plan a better retirement.
01/09/2021

Plan a better retirement.

Investing lessons from the pandemic
19/08/2021

Investing lessons from the pandemic

Socially Responsible Investment portfolio update: I’m pleased to advise that the Lonsec Sustainable Model Portfolios acc...
16/08/2021

Socially Responsible Investment portfolio update: I’m pleased to advise that the Lonsec Sustainable Model Portfolios accessible to our clients including myself have all outperformed the benchmark over the 6 months to June 30, with the High Growth, Growth and Balanced portfolios returning 12.18%, 10.20%, and 7.04% respectively over 6 months! These portfolios which became available on two platforms we use for our clients (and as of a week ago, our preferred platform) are available for investment (non super) as well as superannuation and pension funds for retirees. Do Good for the planet and your hip pocket, and contact us now if you would like to know more. 1300 921 327. [email protected].

The Sustainable portfolios ended the financial year strongly, comfortably outperforming the strategic benchmark. The portfolios now have a 6-month track record having being launched in December last year and they have outperformed their respective FE Multi-Asset Benchmark Indices over the last 3 and...

02/08/2021

With important changes due to take effect from 1st October in the life insurance and income protection space, reviewing or putting in place cover now is more important than ever. If you want to know more, drop us a DM and we will send you a copy of the presentation we are doing this week, or contact us on 1300 921 327, or [email protected].

Time is running out! ⌚
26/07/2021

Time is running out! ⌚

Great news!
15/07/2021

Great news!

Address

210 Lower Heidelberg Road Ivanhoe East
Heidelberg, VIC
3079

Opening Hours

Monday 9am - 1pm
3pm - 7pm
Tuesday 9am - 1pm
3pm - 7pm
Wednesday 9am - 1pm
3pm - 7pm
Thursday 9am - 1pm
3pm - 7pm
Friday 9am - 1pm
3pm - 7pm

Alerts

Be the first to know and let us send you an email when Next Generation Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Next Generation Financial Planning:

Share