About Us

Business Profile

We are the financial planning arm of The Field Group - which is an association of the following separate and distinct businesses:

• The Field Group - Audit
• The Field Group - Accounting
• The Field Group - Financial Planning

We are based at Suite 10, 248 Maroondah Highway, Chirnside Park, but also have access to offices in the CBD of Melbourne.

The Field Group – Financial Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd, Australian Financial Services Licensee 246934.

Our business was started as part of The Field Group - Accounting business in the 1990s but has since grown to be its own independent and successful service to clients.

Consistent with the other businesses that form The Field Group, our vision is to be a premier provider of financial services that continues to meet the needs and objectives of our clients. Our financial planners are totally service orientated and concentrate on building relationships that are consistent with the high standards we set ourselves through our client offer.

Our Service

The financial planning process begins with defining your needs, objectives and current situation. Once these are established, we are able to devise a strategy to meet your goals, drawing upon our experience and knowledge in the following services:

• Wealth Building
• Superannuation and Retirement Planning
• Maximising Retirement Income
• Margin Lending and Gearing 
• Investment Selection
• Income Insurance
• Life Insurance
• Salary Packaging
• Redundancy and Retrenchment
• Debt Management
• Estate Planning
• Social Security Assistance