financial advisor

Financial Planning

Financial Planning

Let’s create a fantastic future from your current financial position. Our Melbourne financial planner can help you:

  • Improve your cashflow
  • Manage your debt
  • Preserve your capital
  • Plan for retirement
  • Arrange your estate plan

Our financial planning goes beyond helping you manage your finances, finding investment opportunities for you, and providing you with sound advice as to how to accumulate and maintain wealth. We go beyond the standard industry job description as we have made it our life’s passion to help make people’s lives better and have dedicated ourselves to finding better, more tailored possible scenarios that will deliver the desired outcomes.

Our job goes beyond the numbers because we fully understand that people’s lives are at stake here. Thus, we would like to think of ourselves as your partners in the growth, the preservation, and protection of your future.



It is a given that a good financial advisor can and should sort out all your finances, investments, debts, and more. But, a great financial adviser is able to do all this but also take the time to sit down with you, understand who you are and what you want for your future, and showing you how you can achieve your goals without all the confusing jargon and technicalities.

With MW, you don’t just get a standard cookie-cutter strategy. We can tailor the methodology and technology to suit your needs and wants now and for the future.

We will not just talk to you to get a deeper understanding of your character, habits, lifestyle, and goals. We will also carefully and meticulously analyse all aspects of your life and financial situation to find the most ideal courses of action with a plan B and a plan C to support it. This is what our certified financial planner and adviser can do for you!



With MW, you can expect nothing less than the highest quality service. We take pride in delivering service excellence and customer satisfaction. You choose us because of our -


In a commoditised industry, We pride ourselves on innovation to the betterment of our members.

Award Winning

Recognised by IOOF and finalist with the AFA.


We have 100% positive reviews online.

Our Amazing Work

See for yourself exactly how hard we work as well as our passion and dedication to helping people build better lives.

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