I am 62 and looking at retiring in the next few years. I'm finding it really hard to get simple questions answered about my superannuation, tax, etc. My needs are simple - no assets (except Super), no debt and I'm not interested in investing outside super - I need financial advice but hate being 'schmoozed' - slick powerpoint presentations, glossy folders, expensive service, etc. I want simple straightforward financial advice. Where can I get it in Melbourne?

Shane Casey, Eclipse Financial Management Mornington. I worked (co-rented) an office with him for 4 years. top bloke, top business, completely customer focused. 0431 164 691. I still refer all of my customers to him, even though we don't share an office anymore.

Hi Jenni,

I can help, I’m in Melbourne.

No glossy brochures, no Power Point presentations. I’ll likely use the whiteboard with a marker to help explain some things.

I can provide you with one off advice to answer all your questions or advice on an ongoing basis if it’s necessary - would need to understand where you are at and what you are looking for.

Happy to meet with you in the coming weeks of you would like.

You can email me at james.wrigley@firstfinancial.com.au or call me direct on 03 9909 5826.

Hopefully hear from you.

Thanks
James