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Financial Planning Services
Plan for the future today – Your wealth will thank you later
Our Financial Advisers help you make smart financial decisions for every stage of life. Whether you’re building wealth, protecting what you’ve earned, or preparing for retirement, our advice is tailored, practical and always focused on your goals. We partner with you to create clear strategies that grow with you — giving you clarity today and confidence in the future.
About you
Life moves fast, and so do your priorities. Milestones like growing your family, shifting careers, planning for retirement or receiving an inheritance can bring exciting opportunities — but also complex financial decisions.
We help you make confident choices to grow your wealth, structure your super, protect your loved ones, or simply get financially organised. Together, we align your money with the life you want to live.
What we can help with
Goal Setting
Transitions and lifestyle changes are perfect times to review your financial goals. We work with you to create a flexible plan that adapts as your life evolves, helping you stay on track and turn your dreams into reality.
Tax effective investment
Investing isn’t just saving — it’s about growing your money smartly. Whether it’s paying off your home sooner or funding future travel, we help you build tax-efficient investments aligned with your lifestyle and goals.
Superannuation & Self-Managed Super Funds (SMSF)
SMSFs are a popular option for those wanting more control over their superannuation. Whether you’re considering setting one up, or already managing an SMSF, it’s crucial to have the right guidance. We can help you navigate the complexities of SMSFs, ensuring your strategy is tailored to your goals and compliant with the latest regulations.
Wealth preservation
Your income fuels your financial goals, so protecting it is vital. We tailor Income and Business Protection strategies that help keep your plan on track, even when life is unpredictable
Retirement planning
Retirement is when you get to enjoy what you’ve worked so hard for. We help you define your lifestyle goals and manage pensions, super, and entitlements — creating a plan that supports a confident and secure retirement.
The right insurance protects your family’s future. We offer Life, Total & Permanent Disablement (TPD), and Trauma Insurance to help your loved ones stay secure if the unexpected happens. We guide you through tough questions so you can plan with peace of mind.
Centrelink & Age Pension
Navigating Centrelink and Age Pension matters can be stresszful and time-consuming. We act as your Centrelink nominee, managing correspondence, updates, and reviewing your entitlements to ensure you receive the benefits you deserve. This support helps ease the burden, letting you focus on enjoying your retirement.
Why choose us?
We’re a privately owned, values-led firm committed to advice that’s always in your best interest. With over 15 years’ experience, our Advisers provide expert, practical guidance.
We charge fixed fees based on your needs — not percentage-based fees — and offer genuine, tailored advice without product pushing. Our approach is clear, honest, and designed for long-term partnership. When you work with us, you work with qualified experts who truly care about your financial future.
Your financial journey with us
We make financial planning simple and supportive, from day one. Our clear process is designed to give you confidence in the advice — and control over your future.
- 1
Discovery Meeting – Let’s get to know each other
In this one-hour face-to-face session, we learn about your financial situation, goals, and challenges. You’ll walk away with a clear understanding of how we can help.
- 2
Personalised Strategy – Your financial roadmap
If you choose to move forward, we’ll create a tailored plan based on your unique circumstances. You’ll receive a comprehensive Statement of Advice detailing your current position, goals, and recommended strategies.
- 3
Implementation – Putting your plan into action
We manage the paperwork, coordinate any financial products, and ensure your plan is executed smoothly. You focus on your life — while we handle the logistics.
- 4
Ongoing Partnership – Keeping you on track
As your life and financial circumstances evolve, we’re here to adapt your plan accordingly. Our ongoing advice service ensures your strategy remains current and effective.
Meet our Financial Advisers
Our Advisers are passionate about helping people feel financially secure and in control. Each member of our team brings knowledge, care and real-world experience to every client relationship.
Richard Vaughan
Silvio Marinelli
Bruce Chisholm
Calvin McLeod
GENERAL ADVICE WARNING: The advice provided on this website is general advice only and has been prepared without taking into account your objectives, financial situation or needs, therefore, you should consider the appropriateness of the advice, in light of those factors, before acting on the advice.
FINANCIAL PLANNING DISCLAIMER: Highview Wealth Solutions Pty Ltd ABN 96 135 996 842 T/AS Highview Accounting & Financial (Corporate Authorised Representative No. 337009), Silvio Marinelli (Authorised Representative No. 457162), Richard Vaughan (Authorised Representative No. 358609), Bruce Chisholm (Authorised Representative No. 1235025), D’Avery Pillay (Authorised Representative No. 469915), Calvin McLeod (Authorised Representative No. 1270067) of Highview Wealth Solutions (Aust) Pty Ltd ABN 22 665 047 530 T/AS Highview Accounting & Financial AFSL No. 546561.
View the Financial Services Guides & Advisor Profiles:
Highview Financial Services Guide (FSG) – 1 July, 2024 Silvio Marinelli
Highview Financial Services Guide (FSG) – 1 July, 2024 Richard Vaughan
Highview Financial Service Guide (FSG) – 1 July, 2024 Bruce Chisholm
Highview Financial Services Guide (FSG) – 1 July, 2024 D’Avery Pillay
Highview Financial Services Guide (FSG) – 1 July, 2024 Calvin McLeod
PERSONAL RISK INSURANCE DISCLAIMER: Highview Risk Protection Pty Ltd ACN 656 219 528, T/AS Highview Accounting & Financial, is a Corporate Authorised Representative (No. 1301852) of MRC Financial Advice Pty Ltd ABN 58 636 335 227. AFS License No. 520249. PO Box 7206, Melbourne, VIC, 3004.
View the Financial Services Guide: Highview Financial Services Guide. Mar 9, 2023 Personal Risk Insurance
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