Investrategies360 — Financial Planning Melbourne | Yi Ping Wang CFP®
How we work together
Our 5-Step Planning Journey
A clear, structured process designed to give you confidence at every stage of your financial life.
Discover What Matters
We start by listening. In our first conversation, we take the time to understand what truly matters to you — your values, priorities, family situation, and what financial success looks like for you personally.
Set Purposeful Goals
Together we translate your aspirations into clear, measurable goals. Whether it's retiring comfortably, building wealth, or protecting your family, we give your goals structure and a timeline.
Explore Your Options
We analyse your current financial position and research the strategies available to you. We present your options clearly and honestly, so you can make informed decisions with confidence.
Build Your Strategy
We develop a comprehensive, personalised financial plan tailored to your goals and circumstances. Every recommendation is explained in plain language — no jargon, no surprises.
Stay on Track
Your financial plan is a living document. We schedule regular reviews to monitor progress, adapt to life changes, and ensure your strategy continues to work as hard as you do.
Licensee Details
As a licensed financial planner, Yi Ping Wang operates under the guidance of Lifespan Financial Planning Pty Ltd.
Licensee: Lifespan Financial Planning Pty Ltd | License No.: 229892 | Website: lifespanfp.com.au
Our Financial Services Guide (FSG) and Adviser Profile provide essential information about the services we offer.
Reach OutGet Started Today
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Phone
03 9804 2919Address
Investrategies360
Suite 120, Waterman Camberwell, Tenancy 111, Camberwell Place Shopping Centre, 793 Burke Road, Camberwell, Victoria 3124
Hours