a few words about
A Financial Planner can design a custom tailored strategy that can help you improve your cash flow, increase your savings and optimize the growth of your wealth, make your retirement years more comfortable and secure, minimise the taxes you pay, accumulate funds for special goals, look after your dependents in case of death or disability, have more confidence in your financial decisions and transfer the assets of your estate to your heirs in the most effective way.
Here's a breakdown of the Financial Planning process as set out by the Financial Planning Association of Australia (FPA).
Our team strives to create the financial services firm of the future by embracing goals orientated holistic advice, together with a dedication to top-notch results. We believe in de-mystifying the world of Financial Planning, making financial advice more accessible and empowering our clients with the knowledge required to make the right choices.
M2 Financial Services is a corporate authorised representative of Wealth Market.
And that makes a big difference to how we take care of you. Because for us, your future is personal. Our purpose is to help you find financial freedom, so you can make the decisions you want in life without having to worry too much about money. This doesn’t free you from the responsibility of managing your money well – but it means you’re in control of your finances, they’re not controlling you.Check out the service most relevant to you below.
What we do
PROTECTYou, Your Loved Ones, Your Assets & Your Goals
What could happen and how would it impact you and your family? What are the chances and what can you do to protect against it?
This definitive guide will answer these questions and help you establish the solid Financial Foundations you need to confidently achieve your goals.