Borg Financial’s allegiance is to our clients first, offering leading financial advice and mortgage broking services to help you achieve your financial goals.
Get in touch with an experienced financial adviser and discuss your needs with us today.
Financial Advisor Melbourne
There is no single solution when it comes to financial planning or advice. As financial experts and experienced mortgage brokers, Borg Financial has the skills to provide each of our clients a tailored service. Whatever your financial goals are, both now and in the future, we can help you reach them. We employ an array of strategies, connections, and the latest technology to ensure you can make the most of your money and resources.
With finance brokers, investment strategists and financial experts on board, we can deliver comprehensive solutions that take into account all facets of your unique financial situation. With our specialty residing in loan broking, we can compare hundreds of loans from more than 40 different providers to give you access to an even greater range of financial opportunities. Book a consultation with our team today and let us provide you with an exhaustive view of the options available.
Our Services
Financial Planning
Discuss your situation and goals with a financial planner and we’ll assist you in turning what you have now into a robust financial future.
Investment Advice
Our investment strategists can provide you with comprehensive investment advice tailored to your situation, targeted at wealth creation.
Lending & Loan Broking
We specialise in loan and mortgage broking, connecting you with the right loan for your financial goals. Learn more today.
Finance For Specialists
If you’re in a specialist field, such as medicine or law, you may be eligible for a range of additional finance opportunities.
Superannuation Management
We offer services for the management of Self Managed Super Funds, as well as similar services to prepare you for the future.
Construction Finance
We have experience working with leading industry builders and can help you finance the construction of commercial or residential property.
Your Partner in Finance
Having a team of financial advisers and financial planners are working on your behalf can change the way you approach finance completely. Our team is available to provide you with assistance and advice as you need it, providing support for financial decisions and monitoring the progress of loans to ensure things are managed correctly throughout the loan term.
We’ll be by your side through the entirety of your financial journey to provide updates and guarantee you’re getting the best possible results from your wealth. Discuss your needs with our team of experienced financial experts today.
About Borg Financial
Borg Financial was founded in 2019 by Christopher Julian Borg with the intention to deliver a new level of care and prestige within the finance industry. Chris and his team have many years of experience behind them and have worked in some of Australia’s most prominent finance firms.
Combining industry-leading strategy and insight with a technological advantage, Borg Financial delivers results that exceed industry standards at every turn. If you’re looking for a financial adviser that can guide you confidently into the future, Borg Financial is for you.
With our allegiance to our clients first, we provide independent advice tailored to your situation, needs, and financial objectives, all in your best interests. Discuss your needs with our team and start yourself on the path to financial success today.
Frequently Asked Questions
How do I choose the right financial adviser?
Financial advice is not something to be taken lightly. Information you get could affect the rest of your life, so it is essential you are choosing a financial adviser who is licensed and experienced.
When choosing a financial adviser, it’s important that you know what you want to get from financial advice. Are you trying to get more value out of your wealth? Do you need retirement planning services? Maybe you need budgeting advice or investment strategies? Whatever the case, the answer to this question will shape your relationship with your financial adviser.
Financial advisers can also provide you with general or personal financial advice. Where general financial advice is non-specific, personalised financial advice takes into account your unique personal situation to provide you with advice that will help you achieve your financial goals. While personalised advice can be more costly, it is going to be far more valuable for you than general advice.
Borg Financial offers comprehensive personalised advice. Our financial advisors work closely with you to ensure you can get the best possible outcomes from financial advice services.
What is an independent financial adviser?
An independent financial adviser is an adviser who is not connected to any financial product provider or financial institution, such as a bank or insurance company. This means they can provide unbiased advice on the best products available to you. Financial planners may also be independent advisers, but not all financial planners are advisers. Both offer financial planning advice.
What is the Financial Planning Association?
The Financial Planning Association is Australia’s leading professional association for financial planners. They lead the policy and reform debate for the financial planning profession and financial planning industry, ensuring financial planners are providing valuable services for Australians.
Are you the best financial planners?
While we cannot claim to be the best financial advisors or financial planners, we do know that our clients benefit greatly from our services. View our testimonials on Google and see what our clients are saying about us.
Contact Us Today
We’re always ready to work. Contact us today for a consultation or try our Financial Flow to get a better idea of what service is right for you.