Trusted Financial Advisor in Mornington
Your finances are about more than numbers — they’re about the life you want to live. As a trusted financial advisor in Mornington, we help you build wealth, grow your investments, and plan for retirement with confidence through personalised financial planning.
Why Eclipse
Why Choose Eclipse Financial Management
Holistic Approach
We take the time to understand your full financial picture, including your goals, values, and lifestyle, so our financial planning advice is tailored to your unique circumstances.
Personalised Planning
Every recommendation is designed around what matters most to you, helping you set and achieve both short-term and long-term financial objectives with personalised financial planning.
Long-Term Partnership
We build lasting relationships, providing ongoing support and tailored financial advice to help you navigate every stage of your financial journey.
Who We Help
Who We Help with Financial Planning in Mornington
Our Services
Our Financial Planning Services
Wealth Creation
Wealth Protection
Portfolio Management
Retirement Planning
Aged Care
Estate Planning
Our Services
Our Services
More Services
Wealth Creation
Grow your money with a clear strategy designed to turn today’s efforts into tomorrow’s opportunities.
Wealth Protection
Safeguard what matters most with strategies that protect you, your family, and your future.
Portfolio Management
A personalised investment strategy designed to grow and adapt with your goals.
Retirement Planning
Build a retirement strategy that balances enjoying life now with financial security for the years ahead.
Aged Care
Navigate the aged care journey with clarity and confidence, ensuring you or your loved one receives quality care without financial stress.
Estate Planning
Grow your money with a clear strategy designed to turn today's efforts into tomorrow's opportunities.
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
