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Getting started

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   From the very first moment you contact us, our friendly team is ready to help you begin your journey to a new modern you.

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talking on phones

Getting started with Modern You Financial Planners

The first step to financial empowerment begins with you contacting us  to arrange an appointment to meet with one of our friendly financial planners. We tailor our meeting to suit your busy life, and can be conducted via telephone, zoom or face to face depending on your preferences.

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In your first meetings, our financial planners take the extra

time to get to know you and understand you.

They will help you identify where you are today,

the destination where you want to be in the future and the

why this is important to you.

From there they work with you to plan the journey to achieve

this.

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Business Meeting

Office Hours

Monday - Friday

9:00 am - 4:30 pm

Saturdays

9:00 am - 12:00 pm

Open after hours by appointment

Copyright © 2025 | Website by: Modern You Financial Planners. All rights reserved 

Disclaimer: Who Dares Wins Enterprises Pty Ltd ABN 30 637 029 719 t/a Modern You Financial Planners is Corporate Authorised Representative License number 1283177 of InterPrac Financial Planning Pty Ltd ABN: 14 076 093 680 AFS License No. 246638. Unless specifically indicated any information on this website does not take into account any of your personal objectives, financial situation and needs. It is as intended, to be of a general nature only and NOT a recommendation to you. We will only make recommendations within an advice document. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.

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