Services

At M Wealth, we understand the importance of protecting and growing your wealth. Our team of experts provides customised coaching to help you achieve financial freedom and security. We take a holistic approach to wealth management, offering personalised solutions to meet your individual needs. Our retirement planning services ensure that you are prepared for the future. We empower our clients to take control of their finances and not be controlled by their financial situation. Trust M Wealth to guide you on your journey to financial success.

M Wealth provides personalised wealth management plans to enhance, grow, and protect your financial situation. Our advisers help you develop financial strategies for a journey towards financial freedom and retirement security. Partner with us to manage your wealth and secure your financial future.

Self-Managed Superannuation Fund (SMSF) allows you to control how you invest, and manage your superannuation. This might include assets such as shares, term deposits, art, property, managed funds, and collectibles. Our team of professionals can assist you with establishing an SMSF while providing you with ongoing support and strategy, investment, insurance, and estate planning advice for your SMSF.

Get all your superannuation advice and information about retirement from our professionals. We help you choose the most appropriate option for your superannuation according to your individual needs. At M Wealth, we believe that retirement should be a time to enjoy the life you have strived for, and not to worry whether you have the finances to fund this.

It can make a huge difference to plan for qualifying or maximising your Centrelink entitlements. Our team has the knowledge and experience to assist you in maximising your Centrelink benefits without compromising on long-term wealth development and enhancement solutions.

Invest in alignment with your values. Investing allows you to become wealthier by buying and occasionally selling assets that provide you an income. Even if you don’t have a lot of money to invest, it can be rewarding if you take the time to decide where to hold the funds until you need them. We can help you develop an investment plan that can grow your wealth and guide you toward reaping the benefits of your investments. It’s important to remember to focus on the long term. Investing can help you achieve your financial goals.

Insurance policies provide you with a safety net and a way to protect your hard-earned assets and income. We support you with the best insurance and financial solution to ensure you, your family, and your finances are protected. We make it simple and help you feel at ease knowing that our professionals at M Wealth are on your side and understand what you are aiming to achieve and protect.

We understand the journey into the aged care system may seem scary for you and your family. We provide individually tailored information for your loved one’s needs, allowing you to feel control. Our M Wealth team provides individualised advice that can alleviate the uncertainty and stress of this transition. We support you in understanding your family’s current financial situation and map the journey to guide you.