Your Path to Financial Freedom

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Based in Mornington, our team of financial planners provides a consistently high level of service to our clients, and are passionate and dedicated to finding out what is important to you.

Eclipse Financial Management Pty Ltd is a privately owned, boutique financial planning firm located on the beautiful Mornington Peninsula, Victoria.

With over 15 years of experience, our financial planners specialise in providing professional financial advice, specifically tailored to our clients’ unique circumstances and requirements.

  • Non-institutionally owned
  • Holistic advice
  • Individually-tailored financial solutions
  • Competent and fully qualified financial planners
  • Prompt and personalised service
  • Convenient home visits
  • Ongoing reviews and regular contact
  • Competitive pricing
  • Superannuation
  • Self Managed Super Funds (SMSF)
  • Income Protection
  • Personal Insurances – Life, Trauma, Total and Permanent Disablement and Income Protection Insurance
  • Tax-Effective Investment Strategies
  • Wealth Management and Wealth Creation Strategies
  • Budgeting and cash flow Management

 

Meet the Team

Testimonials

Eclipse have been our financial planners for a number of years, we have found Shane and his team to take care and pay attention to detail, we are happy with the results and confident in the Eclipse team.

Simon and Kelly Kohlardt

Thank you Eclipse Financial on the Mornington Peninsula.  You have always provided great service, in an environment where I feel comfortable and trust the Team, thank you for always going the extra mile

Dorothy Pilgrim

My husband and I have known Shane Casey and his wife Kathryn, since 2002.  Shane has been providing solid financial advice for both of us for the last 12 years or so, and my husband Warren has chosen Eclipse Financial Management to manage his Superannuation.  Shane is quite focused on investing according to his clients individual circumstances, and has chosen his staff according to his own high standards of integrity.  He has decided to run his business ethically, and has clients from all walks of life.  The business was started with his wife, and from the first day of operation, the business focus has not changed.  Shane goes the extra mile for his clients, whether it’s getting up at 4.30am to drive 2 hours for an early morning, or scheduling an evening meeting an hour from home.

Maggie Hathaway

Fund Managers

“At Eclipse Financial Management, we value your referrals.
In fact, a referral from an existing client is the highest compliment our business can receive.”