Start Your Journey

How We Help You

There’s often confusion about what a financial planner does. It's bigger than just investing.

Our process comprises multiple steps. Each step is important because they us help define you, your position and your goals. With this knowledge we can put in place a strategy to target your ideal future. 

SlideA

What's Important To You?

Don't ask: 'where am I going?'
First ask: 'what's important?'

- What’s important to you about your family?
- What’s important to you about your health?
- What do you value most about your lifestyle?
- What are your career goals?
- How do you feel about your investments?
- How important is financial protection for your family?
- How does your ideal retirement look?
- What are your estate planning goals?
- What’s important to you about your community

SlideB

Where are you now?

The position to build upon.

- What are your Assets?
- What are your Liabilities?
- What is your annual Income?
- What is your annual Expenditure?
- What insurance protection do you have?
- Do you use any Business Structures?
- Do you have Wills & an Estate Plan?
- Do you have an enduring Power of Attorney?

SlideC

What's getting in your way?

Identifying the hurdles.

- Are you paying too much tax?
- Do you have a poor investment process?
- How well do you make investment decisions?
- Are you paying excessive fees?
- Are you using an inappropriate ownership structure?
- Do you have a poorly aligned asset allocation?
- Do you have inadequate family protection?
- Is your estate planning incomplete?
- Are you missing strategic opportunities?

SlideD

How can you improve your future?

Highlighting all the options.

- Detailed projections of future cashflow
- Reduce tax liabilities
- Appropriate portfolio constructions
- Better investment returns
- Retirement income improvements
- Adopting optimal strategies
- Improved ownership of assets
- Protecting those you love
- Comprehensive estate planning

SlideE

How much better could your future look?

This is your future.

- Clear projected financial improvement
- Increased future assets
- Lower tax liabilities
- Lower investment fees
- Increased retirement income
- Correct assets ownership
- Adequate family insurance protection
- Sound estate planning outcomes

SlideF

Are you on track?

Continually on the look out.

- Will you reach your goals?
- Are your tax liabilities well managed?
- Are your investment fees controlled?
- Is your family protected against risks?
- Are your investment returns sound?
- Will your estate wishes be met?
- Will your investments cope with market volatility?
- Do the right people own the right assets?
- Will you live your ideal lifestyle?

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Our clients are people at all stages of life. Some are employees. Some are employers and business owners. Some are retired.

They are all complex individuals with different goals, incomes and lifestyles, yet they all share one thing in common – they delegate to us so they can focus on other areas of their life.

If you want to free up time to focus on other areas of life, or just get a trusted set of eyes on your affairs to find every financial advantage, our strategic financial planning services can help specifically with the following:

• All aspects of superannuation and retirement planning
• Access to Centrelink entitlements and other social security benefits
• Advice with redundancy
• Advice on asset ownership structures
• Minimising capital gains tax on the sale of assets
• Cash flow, budgeting and debt management
• Insurance & risk review
• Business valuation assessments
• Business management issues
• Business succession planning
• Establishing charitable trusts and foundations

And as the investment landscape evolves and legislation changes, we aim to be dynamic. MFG looks to implement strategies that adjust to changes in your individual circumstances and the changes in the world around you.