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.

We have an intimate knowledge of our clients financial affairs, their tax implications and how they relate to our clients current and long-term goals. We pride ourselves on providing professional advice to clients and designing financial plans that best satisfy the needs of clients.

We consider a recommended financial plan should not only satisfy clients' needs by providing security and flexibility, but be understandable and suitable to clients' particular risk profiles and personal financial goals.

Our service covers all facets of financial and investment planning.
They include:

• protection of your 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
• review your insurances
• establishing an investment register
• on-line access to your portfolio

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