Financial Planning

Find financial success with our experienced financial advisors.

Choosing the right Financial Planner

Expert financial planning to suit your needs

Your Financial Planner will be focused on supporting you in managing your wealth to achieve your life goals. We believe in working hard and playing hard, and we want you to be able to live the life that you want.

We have devised a program to take the time to understand you and your wants in life and will guide you through the steps towards achieving them. Our Financial Planners will guide you through the smoke and mirrors of the financial world and tailor the right financial solutions for you throughout life’s journey.

First and foremost, gaining your trust is the most important thing to us. We aim to maintain a relationship with you for life, so we are prepared to invest in you fully. Getting financial advice will also give you the confidence to get on with living without worrying about money.

How to find the right Financial Planner

Things to consider when looking for a Financial Planner

It can be stressful looking for a new Financial Planner. In the case that we are not the right fit for you, here is some advice.

Make sure they take the time to get to know you: your situation is unique, so if they do not understand your individual needs, they cannot give you proper financial advice.

Find out their qualifications and experience: are they a member of the financial planning association (FPA); are they certified; are they licensed; and how long have they been practising?

Be sure to check if they charge for their services. They must disclose all of their fees and charges, you do not want to be surprised with a large bill later on.

Let’s create a secure financial future together.

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Cashflow Manager

We have devised a program for your private use to manage your personal cashflow and track your expenses.

This makes it much easier to stop wastage, and you will be surprised by how much you can save when every single little dollar is accounted for. A Financial Advisor will support you through cashflow management and help you to stay on track.

Wealth Management

The key to becoming financially successful is wealth management.

This is where one of our talented Financial Advisors can add benefit to you. Having the right financial advice will give you the confidence to get on with your life without worrying if you can even afford to.

We include regular financial health checks and risk assessments to further ensure you stay on the path to financial success.

Investment Strategy

Are you looking at investment properties?

We offer investment strategy with our financial advice. Whether you are a first timer or seasoned pro, we can advise you on your next move.

We also do investment lending, so you need to look no further.

Super Review

It is never too early to conduct a super review.

Your Financial Advisor will review your super and ensure it is set up correctly and performing the best it can so you do not need to make sacrifices further down the track.

We will also consolidate any lost super you may have as this could be money that you are missing out on.

Contact us to see how we can save or grow your money

Call moneylab and one of our finance experts will be able to assist you immediately.

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Financial Planning FAQ’s

Our Financial Planners will be focused on supporting you in managing your wealth to achieve your life goals. We take the time to understand you and your wants in life and will guide you through the steps towards achieving them.

We connect our clients with the right advice, tools and products to help them make the best possible decisions about how they spend, invest and protect their money. Building wealth and achieving goals doesn’t happen overnight, it takes careful planning and expert advice – and no, not the kind of advice you’ll find at a family barbecue. We offer financial advice backed by years of experience helping you understand how to get the best out of your financial future.

Our packages are designed for you to receive key advice upfront, in the form of a Statement of Advice (SoA). A SoA is a single document that examines all of your assets, superannuation, insurances and liabilities, as well as your past and future outlook, so we can be best positioned to move forward effectively and accurately. The SoA contains our recommendations that will help secure, strengthen or supercharge your wealth. Combined with our ongoing advice you will receive all of the financial help and continued support you need from the outset.

Our philosophy is that everyone deserves financial advice and has the capacity for great financial achievements! We don’t believe that one-size fits all, each of our clients are different, therefore we provide tailored advice specific to your goals and needs in line with what you are trying to achieve.

The idea that a financial planner should only be affordable to the wealthy doesn’t sit right with us. We’ve developed affordable plans catered to all types of people with various goals. We understand that it could be tough coming up with the money to purchase a detailed financial plan upfront, so our packages are designed for you to receive key advice upfront, but have it paid over monthly instalments.

Still got questions?
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