Choosing the right financial partner can shape your long-term financial well-being. At Interact Financial, we are proud to serve individuals, families, and business owners seeking a fee-only financial planner Victoria residents can trust. As a fee-only firm, we eliminate commission-based conflicts of interest and deliver guidance rooted entirely in your goals. Whether you want to strengthen your investments, build retirement confidence, protect your family, or gain clarity in your financial life, our team provides transparent and supportive planning tailored to your needs.
Our mission is to help you make informed financial choices with confidence, clarity, and long-term strategy backed by a fee-only financial planner Victoria clients rely on for expert, conflict-free advice.
We develop long-term retirement strategies that maximize savings, optimize tax planning, and ensure you can retire confidently. Whether you are near retirement or just getting started, our retirement planning services ensure every dollar works toward your future.
As a fee-only financial planner Victoria, we help you build, manage, and protect your investments using diversified strategies that align with your comfort level and long-term goals.
We support estate planning decisions to help you build a clear legacy for your loved ones. From wills to trusts and tax-efficient transfers, we ensure your estate aligns with your financial strategy.
Every financial plan requires stability. We assess your insurance needs—including mortgage protection, disability coverage, and critical illness options to create a strong safety net. Since we are fee-only, our recommendations remain unbiased.
We help families prepare for children’s education expenses with RESP strategies, projected savings needs, and long-term planning.
Our structured process ensures clarity, trust, and full support throughout your financial journey.
We begin with a conversation either online or in-person to understand your financial goals, concerns, and long-term plans.
We review your income, savings, investments, insurance, and lifestyle needs to create a clear picture of your financial foundation.
Your fee-only advisor prepares a tailored plan that integrates retirement goals, wealth-building strategies, estate planning, and risk protection.
We help you execute your strategy step-by-step with guidance and clarity.
Your life changes and your plan should too. We review your progress regularly and update strategies to align with new goals.
Your path to a secure financial future begins with the right guidance. With the help of a dedicated fee-only financial planner Victoria, you gain clarity, strategy, and confidence that every financial decision supports your long-term goals.
Speak with a trusted advisor who prioritizes your needs—not commissions.
A fee-only financial planner earns only from client fees, providing conflict-free, unbiased guidance.
You receive transparent advice focused solely on your goals—not product commissions.
We use a flat or hourly fee structure, ensuring complete transparency.
It reduces conflict of interest and improves planning accuracy.
Absolutely. We help you build a secure, confident retirement strategy.
We provide unbiased wealth management guidance tailored to your goals.
Our advisors meet high professional standards and follow fiduciary responsibilities.
We integrate estate planning into your overall financial strategy.
You can schedule online or in-person consultations.
Simply call 604-318-9161 or book a consultation today.
