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Submitted URL: http://www.jvfs.com.au/
Effective URL: https://www.jvfs.com.au/
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Submission: On September 06 via api from US — Scanned from AU
Effective URL: https://www.jvfs.com.au/
Submission Tags: falconsandbox
Submission: On September 06 via api from US — Scanned from AU
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* Home * Services * Specialist Services * About Us * Contact * Home * Services + - * Retirement Planning * Investment * Superannuation * Insurance * Specialist Services + - * Business Planning * Salary Sacrificing * Retrenchment * Social Security / Centrelink * About Us + - * Testimonials * Team > + - * Joe Vitale * Alan Farrar * Angela * Olympia * Money Know How * Contact menu close close close * Home * Services + - * Retirement Planning * Investment * Superannuation * Insurance * Specialist Services + - * Business Planning * Salary Sacrificing * Retrenchment * Social Security / Centrelink * About Us + - * Testimonials * Team > + - * Joe Vitale * Alan Farrar * Angela * Olympia * Money Know How * Contact WEALTH CREATION & PROTECTION FINANCIAL FREEDOM Let our advisors help you reach your financial goals. find out more WHAT DOES YOUR FINANCIAL PATHWAY LOOK LIKE? Need a detailed financial plan, or just limited financial advice on a single issue? We can help. We take the time to understand your goals, aspirations and current financial situation. We work with you to help you achieve the financial future you desire. No two financial pathways are the same, that's why we tailor our advice to help you achieve your goals. find out more WELCOME TO JOE VITALE FINANCIAL SERVICES OUR SERVICES Retirement Planning Investment Superannuation Insurance Our Services SPECIALIST SERVICES Business Planning Salary Sacrificing Retrenchment Social Security / Centrelink specialist Services OUR TEAM Our highly experienced team has more than 60 years of combined experience in financial planning. Get to know more about our team & how we can help you. OUR TEAM WHAT OUR CLIENTS ARE SAYING PATSY March 2020 I was recently diagnosed with breast cancer. Luckily it was picked up very early and it was very small, so I’m basically fine. After many years of paying for a Total Care Plan, amongst other insurances, my husband and I noted that you could make a claim for this, and we thought Yay, something to cheer us up. However, we were then notified that (according to Very Small Clause no normal person ever reads) because I had just turned 70, I was no longer eligible. It was then that Joe swung into action. Somehow he negotiated a payment for an amount I could not believe. At a time like this when there is so much financial insecurity and stress, it has relieved a huge burden. I am so thankful that we used this trained and dedicated advisor. READ MORE TESTIMONIALS ... Silver adviser JOE VITALE 4.95 Based on 7 reviews 5.00 May 2022 "Joe always makes an effort to keep up to date with my changing financial position and how it affects my insurance requirements. He is very knowledgeable about the insurance products available and gives very clear tailored advice." Aravinthan, 35 - 45 years, Camberwell, VIC 5.00 May 2022 "I have been dealing with Joe Vitale and his staff for over 20 years for all our financial planning, superannuation and insurance needs, and have always found his attention to detail, service from him and staff, and advice to be very beneficial to my family and our business. We have made major claims on our personal insurance policies, and he has always dealt with the companies on our behalf and been able to get the claim through hassle-free and the policies have always paid out. We are very happy with the advice he has provided to us, and now my kids also, and wouldn’t hesitate to recommend him to our friends and business colleagues. I would like to take this opportunity to thank Joe for all of his help and support through the years. It has been easy and stress-free. Thank you, Gordana Viti." Gordana, 46 - 55 years, Sunbury, VIC 5.00 March 2022 "Both myself had my wife have been a client of Joe for the past 5 years. After our initial hesitation to engage an adviser we took the leap and haven’t looked back. Joe took a lot of time to understand our position, what we were looking to achieve and offered some very good advice. We are now confident and understand our path to retirement. Joe is a pleasure to work with and on top of our regular financial reviews he is always happy to take a call to answer and offer advice to any questions we may have." Bill, 46 - 55 years, Lyndhurst, VIC 5.00 October 2021 "We have been extremely happy with Joe and his friendly staff for many years especially since retirement. His advice and management of our pension fund has enabled us to have a steady addition to our income and has been a pleasure to have known Joe and Angela during this time. Thank you Joe John & Carole Briggs" John, 65+ years, Seaford, VIC 4.75 August 2021 "I have been a client of Joe for a significant number of years now and have always known him to be an extremely approachable and knowledgeable adviser who is easily accessible to answer any of my queries in regards to my finances. Patience and integrity are definite attributes of Joe's character. I would definitely recommend Joe as a financial adviser to anyone who is seeking any finance related matter." Lina, 56 - 65 years, Coburg, VIC 1 2 3 4 5 Add review View profile Suite 1.01, Level 1 390 St Kilda Road Melbourne Phone: (03) 9820 3600 Fax: (03) 96857599 Email: enquiries@jvfs.com.au The information on this web page has been prepared by Joe Vitale Financial Services Pty Ltd. While care has been taken in the preparation of this web page, no liability is accepted by Joe Vitale Financial Services, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page. This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. Joe Vitale Financial Services Pty Ltd ABN 14 005 088 237 Corporate Authorised Representative of InterPrac AFSL No. 246638 - CAR No. 237222 | Joe Vitale - Authorised Representative No. 237786 Download InterPrac FSG Download Joe Vitale Financial Services FSG Download Privacy Policy Download InterPrac & JVFS Collection Notice * Retirement Planning * Investment * Superannuation * Insurance * Business Planning * Salary Sacrificing * Retrenchment * Social Security / Centrelink * Testimonials * Team > * Joe Vitale * Alan Farrar * Angela * Olympia * Money Know How