The 7 Best Kept Secrets To Being Rich May Surprise You
As we approach the end of a testing year here are some simple but effective tips to make 2021 and beyond a better year.😀

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And here is our new logo for our Mortgage / Finance business. With interest rates so low now is a great time for a Mortgage health check that could save you thousands! Contact us for more info.

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While we've been in 'lockdown' here in Melbourne, we've been busy! We are pleased to announce our new Business trading name(s), logo and update to our social media profiles & website. More news and posts to come soon.

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Money & Life team
At face value, private health insurance sounds like a good idea, especially if it’s around same price as the Medicare levy, which for many people without private cover is 2 percent (plus up to 1.5% more for those earning over $90k annually...

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Wishing all our clients and fans a very Merry Christmas and here's to a prosperous and healthy 2020.
Our office will be closed over the Festive Season from the 23rd Dec 2019 - 5th Jan 2020.

Another great success story of why we do what we do! Listen to our client reading for the first time about her Trauma and Income Protection claim being accepted within 10 days ( due to Breast Cancer while pregnant ). God Bless her and we wish Rose a speedy recovery. Follow us on Facebook for more...

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Wishing you all a very Merry Christmas and a Happy New Year from the team at Aegean Wealth & Finance Partners.
Our office will be closed from the 24th Dec 2018 - 13th Jan 2019 inclusive.
Stay tuned for more posts in the new year!


6 months ago
On behalf of myself and my husband Carlos, we would like to express our gratitude for your professional and selfless service that you have given us throughout the time we have known you, and at the same time we enjoy a closeness of collaboration, friendship and understanding. It is very important for us to maintain access to Advice and regular reviews about our Financial Planning situation. We have received the benefits of Paul as a Professional Adviser together with his staff in our retirement with Super and savings as well as helping us put our Estate Plan in order and liaise with Centrelink on our behalf. In conclusion, we must mention that we are completely proud to maintain our relationship with Paul and his team , as they ensure both ourselves and our families achieve a safe well-being and great peace of mind to achieve our goals. Finally Paul, we wish you great success in your business and the best of luck, because you deserve it. Kind regards Ines and Carlos
- Ines C
4 months ago
Recent dealings with a re finance / new house purchase /deceased estate - A daunting exercise simplified through Paul's expertise, attention to detail, guidance and advice. My wife and I would not have been able to achieve a successful outcome without his help. Highly Recommend
- Craig D
4 months ago
Paul is very helpful and takes the time to explain everything. Paul was very informative in all financial dealings and advise given. Highly recommended.
- Russell M

When Advice Matters

Would you like to save, invest & take control of your money? We help our clients in all areas of their financial affairs.

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  • (03) 9585 8755


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13/296 Bay Rd
Cheltenham VIC 3192

Business Hours

Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
Fri:9:00 AM – 5:00 PM
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