How advice works
Initial meeting
We talk through your situation, goals and what you want from advice.
Risk profile & fact find
We complete risk profiling and client questionnaires to understand your needs.
Statement of Advice
You receive a written report with our tailored recommendations.
Implement & review
We put the plan in place and review it with you as your life changes.
Our advisers
Erina Officer
- Financial Adviser registered with ASIC
- Director of MWY Financial Services Pty Ltd
- Responsible Person on the AFSL
- ASIC adviser number 224634
- Diploma of Financial Planning (1991), Graduate Certificate of Financial Planning
Kristien Arnold
- Financial Adviser registered with ASIC
- Authorised Representative of MWY Financial Services Pty Ltd
- ASIC adviser number 1271158
- Chartered Accountant
Advice services
Statement of Advice
$5,000A comprehensive review of your financial affairs, including risk profiling and a written Statement of Advice covering any of:
- Retirement planning and superannuation forecasts
- Investment and portfolio options
- Estate planning
- Cash flow analysis and tax planning
- Insurance needs
Sophisticated Investor Advice
$3,500For wholesale investors who meet the ASIC definitions and have the knowledge to understand markets. Tailored wholesale investment advice without the red tape.
Find out more →MWY Financial Services Pty Ltd · Australian Financial Services Licence No. 224037
Our Financial Services Guide is available on request. Email mwy@mwy.com.au or call (03) 9792 9555.
General information only. It does not take into account your objectives, financial situation or needs. Please seek personal advice before making a decision.
Want to meet an adviser?
Book a complimentary first meeting to discuss your goals.