Who to turn to for the best financial planning services near Oakleigh

Oakleigh is undoubtedly one of Melbourne’s most exciting suburbs. Boasting its own multicultural CBD, it’s a constant hive of activity. There are people from all different backgrounds and all walks of life living in Oakleigh, but they all have one thing in common:  they want to be financially successful.

With the best financial planning services near Oakleigh, they’re on the road to realising that success.

Ross Johnston and his team are just around the corner in Malvern. Being partners at a trusted provider of financial planning services in Malvern East, Ruth Watson and Associates, Ross can guide you in making a sound financial plan to give you the best outcome for your future.

The time to act is now. The years can go by quickly, and before you know it, ten years have gone by and you’re either no better off or you’ve fallen behind. Get your tomorrows happening today and seek help from Ross and his team.


Ross Johnston is the go-to person for financial planning services near Oakleigh

Not just anyone can advise you on successful financial plans. It is complex and multi-layered. It requires special skills and insights. You want successful results on an ongoing basis.

You need someone with a solid and proven track record. This is Ross Johnston.

Ross is renowned as the former head of Australian Unity Financial Planning. They don’t come much better than that. He has an enviable record of success. With his knowledge and expertise, you can have a sound financial plan.

Financial Planning Services near Oakleigh

Your wants might include:

  • accumulating wealth
  • investing a lump sum
  • planning to retire soon
  • creating better finance for retirement
  • selling your business
  • reducing your tax liability
  • seeking help because of redundancy

Whatever your needs, Ross Johnston and his team will get to know and understand you. This is the very first step.


The strategic steps

Financial planning is done in strategic steps. Whatever your needs, whether it be budgeting, investing money, planning for retirement, or some other goal, Ross and his team can help.

Here are the first 3 steps:

  • assessing where you are financially right now
  • converting your goals into objectives
  • developing sound management strategies for each of those objectives

With Ross and his team creating a solid financial plan, you can grow your financial security with peace of mind.


The services

Act now and engage the best financial planning services near Oakleigh. Ross Johnston and his team are waiting to help you.

Here are his areas of speciality:

  • Retirement planning: building tax-effective, reliable retirement income. Structuring your finances to set up a secure future.
  • All superannuation: assessing if you’re getting the best from your super fund. This includes tax-effective superannuation strategies to maximise the potential of your super, from fund managers to asset allocations.
  • Managed investment schemes including IDPS: investment strategies and asset allocations to help you improve cash flow and invest in your future.
  • Buying/selling
  • Wealth planning
  • Personal risk insurance products
  • Deposit and Payment Products: Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Estate planning
  • Securities

Contact Ross Johnston today to discuss your goals and dreams.


 About Ross Johnston:

Ross is a partner at Ruth Watson and Associates.

He is a member of FINSIA and the Association of Financial Advisers (AFA).

His qualifications:

  • Master of Financial Services Law from Macquarie University
  • Graduate Diploma in Financial Planning from Securities Institute of Australia
  • Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia
  • Certificate in Financial Markets from Securities Institute of Australia

 You’re in trusted hands with Ross Johnston and his team.

Contact Ross now