Select Advice Financial Planning in Toorak, Victoria, Australia | Investing service
Select Advice Financial Planning
Locality: Toorak, Victoria, Australia
Phone: +61 3 9078 6577
Address: Suite 2/546 Malvern RD 3142 Toorak, VIC, Australia
Website: http://selectadvicefinancialplanning.com.au
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25.01.2022 To all our clients and friends, please be safe during these unprecedented times. Select Advice is following government & medical recommendations and all staff are now working from home. We are maintaining all our regular services and contactable via email or our mobile phones for any enquires or special assistance. We will be communicating with clients via regular email updates and conducting meetings (where required) via phone or virtually using iPhones or laptop. If any c...lient requires guidance, advice or administrative support, please email Sasha at [email protected] Eric at [email protected] Or Tony at [email protected] Please keep safe and contact us if you require any assistance.
24.01.2022 Feeling very humble and proud to have received the 2019 National Community Service Award presented by Simon Brody from our licensee Millennium3 yesterday. There are many deserving people who continue to do amazing things to raise donations for charities, hospitals and other institutions and also give their time, support, money and love to those most in need particularly sick, disabled and orphan children. I am truely humbled to be recognised amongst these special people. My ...charity work in Bali is small compared to others but it is by far the most rewarding and heartfelt feeling I have ever experienced. Over the past 6 years I have met many amazing orphaned kids & displaced children, sick & disabled children and their mothers, some elderly people in hospices and other disadvantaged people who have inspired me with their courage, smiles, strength and love. I’d like to thank everyone who has supported and donated to my small charity called ‘cakes 4 kids Bali’ - this is a unique charity where 100% of the funds to directly to help the sick and orphaned children. Thank you in particular to my business partner, Eric Bohl and my firm Select Advice for supporting my charity financially and also allowing me time to spend in Bali doing my charity work. See more
23.01.2022 Like all Australians, we have been shocked and saddened by the devastation caused by the bushfires to human lives, communities. animals and our beautiful native environment. The team at Select Advice Financial Planning would like to express our heartfelt sympathy to all those affected by the bushfires locally and interstate and express our sincerest appreciation to our emergency services and volunteers who are frightening these awful blazes. To show our support, we will be making a significant donation on behalf of our firm and our clients to the Victorian Bushfire Appeal. Every little bit helps and we want to support our greater community in need.
22.01.2022 A BIG happy birthday to our much loved Super Star Office Manager Sasha ..we all send you our love & best wishes on your special day...and nope I’m not mentioning your milestone! PS the card might give you a hint! Happy bday Sash
18.01.2022 We know people are doing it tough in Melbourne at the moment and we wish everyone good health and safety particularly through the next 6 weeks. During these challenging times, Select Advice is proud to be donating weekly to the ‘Friends of Bali Charity’ which is helping needy, sick & disabled children in and around Bali who’s parents or carers cannot afford proper medical care or even the basics like daily food. If you would like to donate even a small amount please contact Tony Pati on 0401 461 019. Every dollar counts and will make a big difference to a child’s life. Thank you
17.01.2022 In these uncertain times, it is important to remember there are many people in desperate need of help and support. Bali is a place close to many of our hearts and is a community in desperate need of support particularly Doctors, nurses & hospitals who are running out of medical supplies including surgical masks, food and funds to pay staff. Select Advice has decided to commence ongoing weekly donations to show our support and help those most in need. Please keep safe everyone
16.01.2022 Thank you to all our wonderful clients for accomodating your 2020 annual reviews by phone or virtually during the covid restrictions, we appreciate your patience and hope to see you in person soon! In meantime, keep safe and cheers from us all at Select Advice
14.01.2022 On behalf of Eric, Sasha, Tony and everyone at Select Advice, we would like to wish all our amazing clients a wonderful, joy filled Christmas full of love and good things Your support, loyalty and friendship is very special and greatly appreciated by us all. Thank you for your continued trust and we look forward to seeing you all in 2020! We hope the New Year brings good health and prosperity for all.
12.01.2022 Very proud to announce that our own Eric Bohl was today named the ‘2019 National Financial Planner of the Year.’ This is our licensee’s highest honour and most prestigious award. Along with the National Award, Eric was also named the ‘2019 State Financial Planner of the Year Vic/Tas’ for an incredible 8th consecutive year! Congratulations Eric we are all extremely proud of the tireless work you do every day to assist, guide and advise our clients. Well done EB!
11.01.2022 What a scream this meeting was! Well there’s always a first ..if you’re going to seek financial advice virtually, you might as well make yourself as comfy as possible ..and where else but on your bed Stella & Andrew run a Handyman business in the Bayside area and have become new clients of Select Advice. Eric and I had so much fun with Stella & Andrew..bedroom financial advice was certainly a first for us!
06.01.2022 NEWSLASH:Baby Sebastian Dion Bohl has arrived! Congratulations to Eric Bohl & Lucinda on the safe arrival of thier little bundle of joy yesterday Mum, baby & dad are all doing well and I’m sure big sister Eloise is looking forward to having little Sebastian home soon. We are all thrilled for Eric & Lucinda - congratulations and much love to you both on the safe arrival of baby Sebastian Dion Bohl ..
05.01.2022 Touching and heartfelt visit this week in Bali to visit and support some mother’s with severely disabled children. My heart goes out to these amazing mums for their unconditional love and strength to look after their very loved children. These mothers are extremely poor and live in remote villages, they can’t always afford to pay for transport to bring their children to get therapy let alone any other medical support. I was honoured to meet these inspirational women along wit...h their beautiful children and spend some time with them. On behalf of Select Advice we were able to provide some milk, food and financial support to each of the mothers and the therapy centre. This was certainly an emotional yet incredibly inspiring experience for me that reinforced that there is nothing in the world more loving and powerful than the unconditional love of a mother for their child no matter what the sacrifices See more
01.01.2022 And so the Grand Final week excitement begins ..Tony & Sasha attending the Financial Planning Association Grand Final luncheon..aren’t we excited this week..Go Tigers
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