Services

Financial Planner

A financial planner will enable you to meet your immediate and your future financial needs. Careful financial management works to match your goals and objectives with strategies that enable your existing resources to be utilised in a more effective way.

A MW Wealth Management financial planner will take into account the following:

  • Your existing assets and liabilities
  • Your current saving ability
  • Your retirement savings and superannuation
  • Your current tax position
  • Your insurance policies
  • Current investments
  • Your wills and estate planning
  • Centrelink entitlements

Your financial planner will then incorporate your goals and objectives with strategies in the following areas:

  • Wealth creation
  • Wealth management
  • Gearing, managed funds, savings plans, shares
  • Retirement Planning
  • Superannuation, allocated pension, Centrelink, complying annuities, salary sacrificing, taxation, estate planning
  • Wealth Protection
  • Life insurance, income insurance, disability insurance, business insurance
  • Tax Planning
  • Minimising income tax, tax managed investments, gearing, and salary sacrifice
  • General financial management

At MWWM, we’re proud to offer a financial planner Melbourne families deserve. Our financial management experts will review your plan to ensure that you are not paying unnecessary tax, suffering poor investment returns or inadequate protection for the family. The review service will project your future position with updated reports on your current portfolio. Our aim is to keep you on track, so speak with an MW Wealth Management financial planner today.

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