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       * Joe Vitale
       * Alan Farrar
       * Angela
       * Olympia
       * Money Know How

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 * 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

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 * Retirement Planning
 * Investment
 * Superannuation
 * Insurance

 * Business Planning
 * Salary Sacrificing
 * Retrenchment
 * Social Security / Centrelink

 * Testimonials
 * Team >
    * Joe Vitale
    * Alan Farrar
    * Angela
    * Olympia
    * Money Know How