Investment & Financial Planning Advisors Australia | Top Class

Strategic investment and financial planning for long-term wealth growth and financial security.

About Investment & Financial Planning

At Factor1 Accountants & Advisers, we understand that sound investment and financial planning are crucial to achieving both personal and business financial goals. Our team of experts helps you craft customised strategies that align with your objectives, risk tolerance, and time horizons. Whether you’re an individual looking to grow your wealth or a business seeking sustainable financial growth, we provide tailored advice designed to maximise returns and minimise risk.

We offer comprehensive financial planning services, including investment portfolio management, tax-efficient strategies, and wealth preservation solutions. With a focus on long-term financial stability, Factor1 helps you make informed decisions that pave the way for a secure future. From asset allocation to retirement planning, we ensure that your financial journey is supported every step of the way.

Common Challenges We Help Address

Investment and financial planning require a clear strategy to meet your financial goals and minimise risks. Here’s how Factor1 can guide you through these critical challenges. Navigating investment and financial planning can be complex. Here’s how we assist:
  • Portfolio Diversification
    We help create a balanced and diversified investment portfolio tailored to your goals and risk appetite.
  • Tax-Efficient Strategies
    Our financial planners ensure your investments are structured to minimise tax liabilities and maximise returns.
  • Wealth Preservation
    We provide strategies to protect and grow your wealth over the long term, ensuring it’s safeguarded against market volatility.
  • Risk Management
    We assist in identifying potential financial risks and create strategies to mitigate them effectively.
  • Retirement Planning
    We offer comprehensive retirement planning services, ensuring you have the right strategies in place to meet your post-work financial needs.

Why Businesses Need Accounting & Bookkeeping

Streamline finances, ensure compliance, and drive growth with expert accounting solutions.
Taxation Services
Full range of tax services, including business tax, BAS, FBT, and R&D grants, ensuring compliance and minimizing liabilities.
Financial Planning
Plan for the future with estate planning, superannuation, and investment strategies to grow and protect your wealth.
Management Consulting
Expert guidance on starting a business, franchising, and strategic management to drive growth and success.
Finance & Lending
Customized loans for homes, investments, and businesses, plus refinancing options to meet all your financial needs.
Bookkeeping
Efficient bookkeeping, payroll, and Xero training to keep your financial records accurate and compliant.
Corporate Services
Simplified services for business setup, company registrations, SMSF, and trust establishments.

Taxation Services

Full range of tax services, including business tax, BAS, FBT, and R&D grants, ensuring compliance and minimising liabilities.

Financial Planning

Plan for the future with estate planning, superannuation, and investment strategies to grow and protect your wealth.

Management Consulting

Expert guidance on starting a business, franchising, and strategic management to drive growth and success.

Finance & Lending

Customised loans for homes, investments, and businesses, plus refinancing options to meet all your financial needs.

Bookkeeping

Efficient bookkeeping, payroll, and Xero training to keep your financial records accurate and compliant.

Corporate Services

Simplified services for business setup, company registrations, SMSF, and trust establishments.

Frequently Asked Questions

Financial planning is the process of creating a comprehensive strategy to meet long-term financial goals, including investments, savings, and retirement.

We help you create a diversified investment portfolio that is aligned with your risk tolerance and financial objectives while minimising your tax exposure.

Portfolio diversification involves spreading investments across various asset classes to reduce risk and enhance potential returns.

By implementing a tailored risk management strategy, including portfolio diversification and regular financial reviews, we help mitigate investment risks.

The earlier, the better. Starting early allows you to maximise growth potential and create a more secure financial future.

Wealth preservation involves strategies to protect your assets from significant losses due to market fluctuations, taxes, or inflation.

Yes, we offer customised financial planning services for both individuals and businesses, ensuring all financial goals are aligned.

Office Locations

Factor1 is proud to serve clients in person across Victoria or online throughout Australia. Whether you prefer to meet in person or connect virtually, our team is ready to assist you with all your accounting and advisory needs. Explore our office locations below to find the one nearest you.
Melbourne Office
Shepparton Office
KP Office
Bairnsdale Office
Lake Entrance Office

Book Your Free Consultation Today!

Discover how Factor1 can support your financial success. Schedule your complimentary consultation by clicking the ‘Book Now’ button or giving us a call. Let’s start planning for your future today.

Expert accounting and financial services tailored to your needs. From tax compliance to business consulting, we provide personalised solutions to help your business thrive.

Contact Info

Headquarters
Suite 46-47, Level 3,
Building 2,
1 Ricketts Road,
 Mount Waverley 
VIC 3149

Phone
1300 886 309

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