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Melbourne Financial Planning and lending services
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“Evguenia set me up for a comfortable retirement and I am forever grateful”

— Geoff Parsons, retiree

“Jason’s pleasant professionalism moved me from a state of inertia to undertaking a long over due task. He listened, heeded and gave clear, logical advice directed to our circumstances. I wish I had met him a long time ago. The same is true of his lending specialist colleague, Peter.”

— Eugene White

“Over the last few months we have been meeting with Jason in order to get our retirement planning sorted. He’s been great to work with, answering all our questions and clearly explaining options. We should have seen him earlier!”

— Marg Stevens

“Jon and Eugenia gave us peace of a mind and a solid plan on how to structure our investments that, after working in a family business for many years and not making regular super contributions, we are able to retire when planned.”

— Basil & Helen Castolopolous,

“After seeing Evguenia, my wife and I have felt inspired to take control and pursue our long term financial goals. We felt in safe hands every step of the way”

— Boyd Smart, young family

Our Achievements

At Park Lane we’re a little bit different – we believe in financial management with integrity. That means honest, realistic advice, tailored to you and your situation.

About Us

Our Services

Select a service to find out more

Wealth management Melbourne

Get Ready to Retire

Know when to retire, and feel confident that you are maximising your retirement income.

Wealth management Melbourne

Maximise your Superannuation

Are you paying hidden fees? Are you contributing effectively? let’s work together to get the most out of your super.

Wealth management Melbourne

Get Help with your SMSF

SMSF’s can be complicated. Let us take the stress out of managing your own superannuation.

Wealth management Melbourne

Protect your Family

We can help protect you and your family against premature death, accidents, injuries and illness.

Wealth management Melbourne

Invest your Money

Let our research team do the leg work for you to help your money grow.

Wealth management Melbourne

Manage Your Debt

Weighed down by debt? Or looking for a better rate? We can help you.

Book a Complimentary Appointment

About Parklane

What makes us the best financial planner? We know that our financial advice is not just about the money, but it is about your dreams and aspirations. In addition, our Financial advisors in Cheltenham and Ascot Vale can provide a clear vision for your future and your family’s prosperity.

With our 40 years of experience in financial planning, and lending services we can guarantee to help you in deciding where to take your investments.

Find out more

What our clients are saying

“Evguenia set me up for a comfortable retirement and I am forever grateful”

— Geoff Parsons, retiree

“Jason’s pleasant professionalism moved me from a state of inertia to undertaking a long over due task. He listened, heeded and gave clear, logical advice directed to our circumstances. I wish I had met him a long time ago. The same is true of his lending specialist colleague, Peter.”

— Eugene White

“Over the last few months we have been meeting with Jason in order to get our retirement planning sorted. He’s been great to work with, answering all our questions and clearly explaining options. We should have seen him earlier!”

— Marg Stevens

“Jon and Eugenia gave us peace of a mind and a solid plan on how to structure our investments that, after working in a family business for many years and not making regular super contributions, we are able to retire when planned.”

— Basil & Helen Castolopolous,

“After seeing Evguenia, my wife and I have felt inspired to take control and pursue our long term financial goals. We felt in safe hands every step of the way”

— Boyd Smart, young family

Meet the Team

Our team would never be complete without the best financial advisors in Melbourne. Each of them have their own specialty in the financial industry.

By reading more about them, your question of “Do I really need a financial advisor?” will be answered.

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