Welcome to Alpha Financial Group

We help our clients achieve their dreams.

Based in Blackburn, VIC, Alpha Financial Group are specialists in financial planning and offer a broad range of financial services to assist you with your superannuation, retirement, debt management and much more.

Helping Clients Achieve Their Dreams For Over 12 Years

Established in 2004, we have been providing financial services to individuals, families and businesses for over 12 years. Our clients include investors, business owners, young families, retirees, couples transitioning from the workforce to retirement, and individuals who are interested in taking control of their finances.

Find out more about who we are.

What is a Financial Plan?

A financial plan (or Statement of Advice SOA) is a document which sets out your goals and works through how you can achieve these.

At Alpha Financial Group, we believe that developing and working with a financial plan takes time and effort for all involoved.

We break it down into 6 key areas:

How we can Help you

We can help and advise you in a wide range of areas such as:

  • Income planning
  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Investment planning
  • Retirement planning, including transition to retirement (TTR)
  • Pre-retirement planning
  • Superannuation planning, including SMSF's
  • Estate planning
  • Centrelink planning
  • Insurance
  • Risk and insurance analysis
  • Business succession planning
  • Salary packaging advice
  • Gearing strategies
  • Debt management

Quality Financial Advice

Quality financial advice can potentially help you, your family and your business (or organisation) through a variety of ways, including:

  • Puts you in control
  • Helps achieve your goals
  • Prepares you for life's challenges
  • Assists in identifying opportunities, risks and benefits that may be available or occur

Have you watched our new video yet?

View our video on creating a financial plan and how it can help you.

Our Expert Team, Here to Assist You

Alpha Financial Group is comprised of a team of fully qualified financial advisers with over 100 years of collective industry experience.

Our advisers are dedicated to assisting our clients with their financial advice requirements. Working alongside our advisers, are our client services team who focus on providing our clients with comprehensive support and services.

Read more about our team.

Looking for help and advice with your finances?

Contact the friendly and professional team at Alpha Financial Group on (03) 9259 0400 or send through your enquiry today.