Financial Planning & Investment Advice

We are proud of our reputation, and strive to forge long term relationships with our clients, built on trust, accessibility and excellence.

  • Personal Financial Strategies
  • Regular Performance Review
  • Fee for service

Our service covers all facets of financial and investment planning, they include:

Protection of you assets and wealth accumulation strategies Co-ordination of tax and investments with your personal objectives.

The development of personal financial strategy Insuring that the appropriate legal structures are in place.

Advising on assets selection Establishing your banking and cash flow management systems Reviewing your insurances Establishing an investment register

Regular reviews including:

  • Reporting on investment performance
  • Reporting on income performance
  • Monitoring your expenditure against budget
  • Hotline support for queries
  • Monitoring economic and market prospects
  • Meeting with you at agreed intervals
  • Monitoring investment opportunities

We charge a fee and rebate brokerage and commission because there is then no potential conflict – we are paid by our clients, not by fund managers or other investment promoters.

We can give you truly independent and comprehensive Financial Planning and Investment Advice through our wholly owned company M.W.Y. Financial Services Pty. Ltd.

The company has been granted a full Australian Financial Services License by the Australian Securities and Investments Commission.