• Email info@discoverwealth.com.au
  • Location Level 1, 101 Cremorne St, Cremorne VIC 3121

Case Studies

The following advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.

Why wait 10-15 years
to retire in style?

John and Simone are married and aged 60 and 56. They don't know how much longer they'll need to work to enjoy a quality retirement. They want the peace-of-mind knowing they are on track to retire in style sooner rather than later.

Download the case study below and see how our plan provided them with financial confidence for their retirement.

Overwhelmed and worried to overjoyed and financially confident.

Simon and Stefany are in their early 40's, married and have two children approaching their teens. They both have high earning full time jobs and a mortgage.

However, they have 3 key problems; a high mortgage of $430k, yearly household expenses of $100k and no budget or long-term goals.

Download the case study below and see how we helped Simon and Stefany.

From financial uncertainty to a clear path and confidence for the future.

James and Danielle are in their early thirties, they have just bought their first home and are looking for some financial guidance and how they can ‘get ahead’ with their money.

They want to have some financial stability and know that they will always be able to pay the mortgage and put food on the table. They would also like to know how they can make good decisions now that will enable them to enjoy more financial freedom later in life. They are both currently working full time, in office based jobs, James’ salary is $85,000 and Danielle’s is $90,000 pa.

Download the case study below and see how we helped James and Danielle.

What Our
Clients Say

Greg & Janet
Highett, Victoria
We have been clients of Discover Financial Partners for 8 years. The team are always helpful and respond to our queries promptly and with professionalism. We look forward to continuing our association with Discover Financial Partners into the future and recommend their business to new clients.
St Leonards, New South Wales
Matt has been our financial planner since 2010, establishing and managing our Superannuation. Matt and his team provide ongoing financial strategy for our retirement, explain complex financial government legislation simply, as well as attending to all the necessary paperwork. We recommend Matt and Discover Financial Partners as professional, caring, reliable and up-to-date financial planners.’
Ormond, Victoria
Matt is the first out of six Financial Advisers that I has truly taken an interest in me and my financial well being. Matt has been looking after me for in excess of 10 years. Discover Financial Partners is both friendly and has always offered me excellent advice both whenever I seek it and when I have not. Matt is not just my Financial Adviser, but over the years we have developed a great friendship together with the team at Discover. Recently, my accountant who is usually anti Financial Advisers met with Matt and myself and after Matt had left, my accountant asked where I found him as he is the first Financial Adviser that he had met who knows what he is talking about.
Judy & Rob
Alfredton, Victoria
Rob and l were highly recommended to go to Discovery wealth through a close friends. We have been working with them now for 6 years. Best move we ever did. They give good sound strategic financial advice and l like that they listen to you and plans that you would like for your future and work out how to achieve them. Friendly staff, always happy to answer emails or text messages couldn’t recommend Matt and his team at Discovery Wealth highly enough.
Gruyere, Victoria
We have been dealing with Matt and his team at Discover Wealth for over 5 years. Matt has given us great financial advice for our future. He is very friendly, helpful and has been able to respond to many questions that we have had. I would definitely recommend Matt and his team to anyone looking for any kind of financial advice.

Financial Freedom Consultation

Our informative and productive Financial Freedom consultation will help you
discover your short-term and long-term financial goals through our proven solutions
and approach to making your ideal lifestyle a reality!