Based in Mornington, our team of financial planners provide 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.
- Privately-owned
- Holistic advice
- Individually-tailored financial solutions
- Professional 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
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 Kohlhardt
“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
Glenn Watkins – Mortgage and Financial Broker
Glenn is a Mortgage and Finance Broker with Lending Loop and a referral partner of Eclipse Financial Management.
As someone with extensive corporate experience in multiple sectors, his diverse commercial skills allow him to be a leader in his field, allowing him to help people finance a property purchase which can be a stressful and confronting experience for many.
His honest, reliable, and easy-going persona has meant he has built solid relationships with lenders from both bank and non-bank sources. He has an intuitive ability to see things that other industry professionals may overlook and organise clients’ finances in a way that’s both fun and manageable.
Previously, Glenn managed a business that acquired a residential property portfolio in Florida, the USA, following the Global Financial Crisis of 2009. He took advantage of a distressed property market and favourable foreign currency exchange rates and provided consulting services for other Australian buyers to purchase in the United States.
Glenn’s qualifications include a Graduate Diploma in Accounting and a Diploma in Finance and Mortgage Broking Management. He is a Member of the Mortgage and Finance Association of Australia (MFAA).
Too often, people get placed in the too-hard basket by brokers. Glenn is passionate about finding financing solutions for all clients and is known for his exceptional customer care that has made buying a home easy.
When not out saving the world one mortgage at a time, Glenn can be found on the golf course working on his handicap, competing on the tennis court, and spending time with his wife and three children.
- Glenn Watkins is an Authorised Credit Representative (543460) of National Lending Group Pty Ltd Australian Credit Licence Number 412778.
“At Eclipse Financial Management, we value your referrals.
In fact, a referral from an existing client is the highest compliment our business can receive.”
In fact, a referral from an existing client is the highest compliment our business can receive.”