Chartered Financial Planners Mornington Peninsula
Independant Financial Advice to help you manage, grow and protect your wealth
Mornington Peninsula’s Financial Planners for Strategic Wealth Growth & Stability
Plan Ahead for a Brighter Tomorrow
A financial plan isn’t just about managing money. It is about unlocking freedom, confidence, and peace of mind. At Harper Financial Group, we design strategies that empower you to live on your terms, pursue your passions, and leave a meaningful legacy—all while securing the future you deserve.
Why Expert Financial Planning Wins
Ready to transform your tomorrow?
Book a FREE Consult!
When do you need a Financial Planner?
- Starting a family or paying for your child’s education.
- You received an inheritance or unexpected money. We help you manage it wisely.
- Planning retirement.
- Growing a business or handing it to family or successors.

Your Financial Journey, Simplified.
We don’t just create plans - we build partnerships to help you thrive at every stage of life
Here’s how our Financial Planners at Harper Financial Group can empower your goals.
- Get Started and Set Your Family Up for Success
Protecting your family starts with clarity. We help you budget for education costs, draft wills, and set up emergency funds so your loved ones stay secure—no matter what life throws your way. Whether you’re new parents or planning an inheritance, we turn uncertainty into confidence.
- Build Wealth and Pursue Your Goals
We develop tax-efficient investment strategies that grow your wealth while aligning with your financial goals. As your priorities evolve, our adaptable wealth creation plans ensure your money continues to work for you – helping your achieve long-term financial success.
- Prepare for Retirement and Beyond
Retirement should mean freedom, not stress. We optimise your superannuation, explain pension rules, and create long term income plans so you know exactly when—and how—you can retire comfortably. For business owners, we streamline SMSFs to maximise returns.
- Prepare for Retirement and Beyond
Retirement is just the beginning. We help you manage income streams, reduce tax on pensions, and plan aged care funding. Want to travel, volunteer, or spoil the grandkids? We ensure your savings last so you can enjoy every moment.
The Harper Financial Planning Process

Understand your story
Build your personalised plan


Protect what matters most
Life is unpredictable. We safeguard your plan with insurance checks, emergency funds, legal reviews (like wills or trusts), and comprehensive asset protection strategies. Our asset protection service ensures your wealth remains secure, shielding you from financial and legal risks. If markets crash or you lose your job, we adapt fast. Think of this as a seatbelt for your money—it keeps you safe while you live life.

Regular reviews and support
Your financial plan should evolve as your life does. We provide ongoing support with regular reviews to track progress, refine strategies, and address new financial opportunities – whether it is business growth, retirement planning, or a grand child’s education. Our team is always here when you need us, ensuring your wealth continues to grow steadily, even as life changes. Need a quick advice? Call us anytime for expert guidance.
Independent Financial Advice You Can Trust
Get expert, conflict free financial guidance to grow and protect your wealth. Whether it’s investment planning, tax strategies, or retirement advice, we provide independent solutions tailored to your goals.
Financial Planning Designed for You
Expert Financial Planning to Help You Achieve Your Goals
Retirement Planning
Business Financial Advice
Wealth Management
Estate Planning
Our Professional Affliations
Certified Financial Planner Mornington | Licensed Financial Planning Specialist
When choosing an SMSF financial advisor or a business accountant you should look for qualifications and licenses including, AFSL License, Chartered Accountant, SMSF accreditation and SMSF Specialist Adviser SSA®. Harper Financial Group’s financial advisors hold these qualifications. Harper Financial Group (HFG) is the parent company of Seaside Financial Solutions. HFG holds AFSL License No. 313207.





Let’s Build Your Financial Future
Get in touch today!
Your financial goals deserve expert guidance and a clear strategy. At Seaside Financial Solutions, our AFSL-licensed financial planners in Mornington help you make informed decisions to grow, protect, and manage your wealth. Whether you’re looking for investment planning, superannuation advice, or tax-efficient wealth strategies, we’re here to help.
Book a free consultation today and take the first step toward a secure financial future. Call us or fill out our contact form we’ll be in touch soon!
Call us at (03) 8560 2846 or 0451 355 357
Mornington Office
Suite 3, Level 1/211 Main St, Mornington VIC 3931
Frankston Office
3/506 Nepean Hwy, Frankston
VIC 3199