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Family time is important to me and my Life Partner.


Managing finances effectively is important to us.


Finding time to focus on personal financial life goals is difficult.


Supervision and coordination of all professional advice needs would be helpful.


Lack of transparency and trust of advisers worries us.


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Questionnaire Result

Your score suggests you may not be ready now to consider the need for help with your personal affairs.

Should your circumstances change, please contact us for a free and confidential consultation.

There are key areas of your life you cannot delegate, such as all aspects of Physical, Health, Relationships and Career.

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You will also receive the self-help forms for you to explore more to be known about yourself.

Questionnaire Result

 
 

Getting the Best Outcome

When was the last time you observed a round-table meeting with your advice team comprising your accountant, banker, financial planner, insurance broker, investment adviser, and property manager? 

Probably never!

A Team of Subject Matter Experts is required because no one individual or profession is 'the font of all wisdom'.

The best outcome is achieved by effective coordination of your specialist advisory team.

 

Key criteria for 'best-in-class' subject matter experts include

  • Quality of work as assessed by previous experience and evidence

  • Professional qualifications, credentials and compliance.

  • Flat dollar 'fee-for-service' and no conflict of interests.

  • Supporting the concept of a collegiate and holistic advice service.

  • A relationship agreement protecting your best interests.

The Team

Murray McLean

Client Advocate

For over 35 years Murray McLean has earned the respect of hundreds of clients through enabling them to recognise and make informed decisions to achieve their desired outcomes.

His qualifications, skills, and experience underpin his Team’s unique service for all Values-inspired Advocacy clients.

As their advocate, Murray oversees a holistic approach to supervising each client’s legal, financial, accounting and wealth creation requirements.

 (03) 8662 8455
 murray@viadvocacy.com

 

Maria Karakasis

Administrative Manager

Maria has acquired over 20 years of administrative experiences in financial services, starting in the field of insurance and transitioning to the finance sector. In various roles Maria has looked after portfolios of advisers and managed clients, developed strong relationships with both parties while delivering client focused services.

Maria holds a BA (Hons.).

 (03) 8662 8455
 maria@viadvocacy.com

 

Kevin Doyle

Director of Client Services

With over 30 years international experience helping businesses develop client focused services, Kevin assists our Team to deliver better outcomes. 

Kevin is a Fellow Member of the Australian Marketing Institute, Associate Member Governance Institute of Australia, and Tax Agent (Retired).

 (03) 8662 8455
 kevin@viadvocacy.com