Skip to main content
Press to call ​03 9559 0300

If you’re looking at growing your income, increasing your investments and generating more assets, then you’re in the business of Wealth Creation. You may have some idea of what you want but lack the know-how to achieve it. Our financial planners are here to clarify the process and even unveil wealth-accruing possibilities you never knew existed. Stephens Plattfuss & Co. Financial Services Pty Ltd will give you financial advice and show you all your options so you can make informed, confident decisions.

Wealth Management Melbourne

At Stephens Plattfuss & Co. Financial Services Pty Ltd, we believe that there’s only one way to effectively grow your wealth and that’s through holistic wealth management. It involves tying together all your financial needs and viewing them as a whole in order to make decisions. Separating your taxation, investment and retirement needs doesn’t work because they impact on one another to form a bigger picture. Only a comprehensive service can get you the results you want. Let a Stephens Plattfuss & Co. Financial Services Pty Ltd adviser take care of your wealth management and watch your money grow.

Cash Flow Management

Do I need cash flow management?

Every business, from the smallest to the most successful ventures need cash flow management. Cash flow management is not just a security net but a long term strategy for your business’s success. Customer and supplier payment terms, loan repayments and the future spending of your business need to be managed with care to prevent your business from sudden failure or foreclosure. And a boost to your cash flow can you see your business profiting more than ever before. Make your business a success with sound advice from our financial advisors.

Portfolio Guidance

At Stephens Plattfuss & Co. Financial Services Pty Ltd, we understand that you want maximum return on your investments for minimal risk. Although the old adage goes “the higher the stakes, the greater the return”, these days you can get a terrific return with a low-risk strategy by balancing various types of investments. We’ll listen to your financial objectives, crunch the numbers and present you with clear analysis that helps you develop a smart and sound investment strategy. We’ll also keep on top of market flux and changes in legislation to clue you in on the impacts and opportunities that arise. With a diverse investment portfolio and portfolio advice from the people in-the-know, you’ll see your wealth grow and your future secured.

For financial planning Melbourne that’s all about your personal wealth, look no further than a financial planner at Stephens Plattfuss & Co. Financial Services Pty Ltd in Bayside

Call 03 9559 0300 now to talk to a financial advisor Melbourne

Or contact us online

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
Click here to down load FSG and Privacy Policy
Click here to lodge a complaint



Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

Find out more

Join Our Mailing List