FINANCIAL PLANNING

MWY FINANCIAL SERVICES PTY LTD IS…
A FULLY LICENSED, INDEPENDENT FINANCIAL SERVICES ORGANISATION.

We offer expert advice and tailored solutions to help individuals and businesses achieve their financial freedom.

With our own Australian Financial Services (AFS) license, we provide comprehensive services including:

Superannuation Advice

Superannuation Advice

Risk Management and Insurance

Risk Management and Insurance

Investment Advice

Investment Advice

Retirement Strategies and Pre- Retirement Health Checks

Retirement Strategies and pre-retirement health checks

SERVICES


Whether you are after

  • a one off health check as you approach retirement

  • Advice around investing inheritance

  • Regular ongoing investment advice and financial planning

  • Superannuation advice

  • SMSF set up

    our team of advisers and stockbrokers are here to assist you with meeting your personal goals.

INVESTMENT ADVICE:

  • Personalized investment strategies to build and protect wealth, including portfolio management, regular stockbroker recommendations and managed fund reviews of portfolios.

  • Login to our investor and SMSF portals to review your portfolio performance via a range of customisable reporting options.

RETIREMENT STRATEGIES:

  • Get a health check pre-retirement to see how well your super, investments and savings are forecast to support you into retirement

  • Strategies to help you save for retirement, maximise your superannuation, leverage your personal wealth, minimise your tax and access government aged care support

RISK MANAGEMENT

  • Advice on the right income protection, life insurance and TPD insurance needs for your individual needs and based on your personal circumstances

SUPERANNUATION ADVICE

  • Advice on superannuation

  • Contributions to super,

  • Estate planning

  • Account Based, Reversionary, Define Benefits and Complying Lifetime pensions

  • Taxation, structuring

  • Conditions of release.

MEET OUR ADVISERS:

  • Smiling woman with curly hair wearing glasses and a black blazer, seated at a wooden table, against a wooden background.

    ERINA OFFICER

    Financial Adviser registered with ASIC

    Director of MWY Financial Services Pty Ltd

    Responsible Person on AFSL License

    Diploma of Financial Planning 1991

    Graduate Certificate of Financial Planning

  • Smiling man in a suit with light beard against a neutral background.

    KRISTIEN ARNOLD

    Financial Adviser registered with ASIC
    Authorised Representative of MWY Financial Services Pty Ltd

Make It

WANT TO MEET AN ADVISER?

Contact us.

mwy@mwy.com.au
(03) 9792-9555

7/1-3 Compark Circuit
Mulgrave, VIC 3178