Formed in 1975, Finanalyze Financial Planning, located in Keilor East, provides quality, personalised financial advice to Australian families & business owners. Since its inception, Finanalyze has continually achieved industry recognition in providing quality advice and service to their clients.
In 2016 Finanalyze won the ‘Best Financial Planning Business Victoria for Customer Service’ award.
The specialist areas of advice include;
- Retirement Planning
- Superannuation
- Personal Insurance
- Estate Planning
- Aged Care and Social Security
Finanalyze Financial Planning is strategically aligned with Affinia, who are independent of the major banks and AMP for licensing and compliance. Therefore, clients are reassured that Finanalyze is not conflicted by bank owned licensees and has a full and open approved product list.
The Finanalyze team is a passionate supporter of the local community, sponsoring various sporting clubs within the region and supporting local charities and schools.
Our Team
Craig Saville
Senior Partner
A highly respected industry leader, Craig made the decision to transition from Senior Management in the Investment corporate world to become the Principal of Finanalyze Financial Planning in 2012.
Jeffrey Osborne
Partner
Jeff holds an Advanced Diploma in Financial Planning in Financial Services. He commenced his career in the financial services industry in 1973 doing various roles in both State Bank Victoria and CBA specialising in the area of lending.
Anne Sammut
Associate Adviser
Anne has a Diploma in Financial Services. A Client Services Manager at Finanalyze since 2012, Anne has built strong client relationships.
Elizabeth Barnes
Client Services Manager
Liz joined the Finanalyze team in July 2015 and loves being part of a small business that is growing and helping people.
Marita Saville
Business Services
Marita joined the Finanalyze team in 2013, assisting in administration duties and client services.
Chantelle Cassar
Client Services
Chantelle recently joined Finanalyze in November 2017 and has immediately had an impact with her bubbly personality and 'can do' attitude.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.